Small Business Tax (sole proprietor)
Bronze Biz
Sole Proprietor
$195
- File Sch C
- File Schedule SE
- Help advise on your business deduction
- Help with minor accounting (20 minutes)
- Price may vary by $75
- + Benefits include:
- Electronic submission of Sch. C
- Get a checklist to accurately gather your documents
- Your own personalized folder to securely & easily upload and download documents
- Help with determination the deductible expenses (incidental)
- A quick audit of last year tax return for missed deduction or credit (incidental ONLY)
- Help with identifying tax reduction strategy (incidental)
- Convenience one-stop and unifying services available (financial advisor, real estate, mortgage, tax, and insurance)
- Free basic financial guidance (incidental ONLY, does not involve planning)
- Charity deduction
- Sole proprietor (Sch. C) Starting at $150/business
- Investment Sales (Sch D) Starting at $75/account
- Rental real estate (Sch. E) Starting at $185/rental
- Other issues not listed (TBD) (additional charge)
- Other issues not listed (TBD) (additional-
- Other issues not listed (TBD) (additional charge)
Silver Biz
Sole Proprietor
$350
- File Sch C
- File Schedule SE
- Help advise on your business deduction
- Help with accounting (1 hour)
- Calculate your estimated quarterly taxes
- Price may vary by $100
- + Benefits include:
- Electronic submission of Sch. C
- Get a checklist to accurately gather your documents
- Your own personalized folder to securely & easily upload and download documents
- Help with determination the deductible expenses (incidental)
- A quick audit of last year tax return for missed deduction or credit (incidental ONLY)
- Help with identifying tax reduction strategy (incidental)
- Convenience one-stop and unifying services available (financial advisor, real estate, mortgage, tax, and insurance)
- Free basic financial guidance (incidental ONLY, does not involve planning)
- Medical expenses deduction
- Charity deduction
- Sole proprietor (Sch. C) Starting at $150/business
- Investment Sales (Sch D) Starting at $75/account
- Rental real estate (Sch. E) Starting at $185/rental
- Other issues not listed (TBD) (additional charge)