Tax Filing
Simple 1040
A simple 1040 tax return typically involves reporting income from W-2s, claiming the standard deduction, and including straightforward tax credits like the Earned Income Tax Credit (EITC) or the American Opportunity Tax Credit (AOTC). It applies to individuals with no itemized deductions, minimal investments, and no business income.
$299 Flat Rate
Complex 1040 -Sch C/E
A complex 1040 tax return involves more detailed reporting, including itemized deductions, self income, and real estate income. These returns require thorough documentation and careful application of tax laws to ensure accuracy and maximize tax benefits. As an added reassurance we will also assist with handling IRS notices.
$399 Flat Rate
Business Tax Returns
Business tax returns, including Form 1120 (C Corporations), Form 1120-S (S Corporations), and Form 1065 (Partnerships), involve detailed reporting of business income, expenses, and distributions. Proper preparation ensures compliance with tax regulations and optimizes tax benefits for the business and its stakeholders.
Starting at $749
Tax Savings Plan
✓ Secure Client Portal Access
✓ Entity Structure Review
✓ One-ON-One Deep Dive
✓ Review 2 Years Tax Return
✓ Forecast of Upcoming Tax Bill
✓ Customized Tax Savings Assessment
$2,499 Flat Rate
Bookkeeping
Essentials
✓ QuickBooks Setup Assistance
✓ Accurate Income & Expense Tracking
✓ Monthly Bank Reconciliation
✓ Basic Financial Statements
✓ Monthly Summary Email
✓ Semi-annual Financial Reports
✓ Tax Ready Financials
$599/per month
($6,999/yr. -$200 savings)
Premiere
✓ Accurate Income & Expense Tracking
✓ Monthly Bank Reconciliation
✓ Monthly Summary Email
✓ Accounts Payable & Receivable Tracking
✓ QuickBooks Online Discount
✓ Quarterly Financial Reports
✓ Tax Ready Financials
$999/per month
($11,399/yr. -$600 savings)
Advanced
✓ Accurate Income & Expense Tracking
✓ Monthly Bank Reconciliation
✓ Customized Financial Reports
✓ Dedicated Bookkeeper
✓ Accounts Payable & Receivable Tracking
✓ Quarterly Reports Review Sessions
✓ QuickBooks Online Discount
✓ QuickBooks Account Cleanup
✓ Tax Ready Financials
$1,499/per month
($16,999/yr. -$1,000 savings)
EMERALD TAX FIRM 