TAX PREPARATION & PLANNING

Tax Return Preparation & Planning – We prepare current and prior year individual and business returns at
reasonable rates.

Business Income Tax Returns – Corporation (1120/1120-S) – Partnership (1065) –

Electronic Tax Filing – We can have your tax refund direct deposited into
your bank account, mailed directly to your home, or set up an ATM/Debit card in a matter of days.

Professional Tax Consultation – We assist in year round personal financial planning and other advisory
services.

IRS Payment Agreements – We assist in setting up affordable payment agreements for IRS tax liabilities.

Bookkeeping – We provide accurate and complete small business bookkeeping in order to accurately complete
your small business (DBA/Sch C) individual tax returns.

FEES

Our fees for tax preparation services are based upon the schedules required to complete your tax return, with
the exception of business returns that may require bookkeeping and compilation schedules. Clients with
relatively uncomplicated tax returns can expect a minimum fee of $100 which includes a basic Federal, State and
City income tax return.
Get Ready for 2007 Tax Filing Season













Income Tax Checklist

Client Tax Organizer

New Customer Special
$100 - Form 1040 (non-itemized)
$125 - Form 1040 Schedule A (Itemized)
$150 - Form 1040 Schedule E (Rental)  
$175 - Form 1040 Schedule C (Business)
$200 - Form 1065 (Partnership)
$275 - Form 1041 (Fiduciary)
$300 - Form 990 (Tax Exempt)
$350 - Form 1120S (S Corporation)
$375 - Form 1120 (Corporation)
$800 - Form 706 (Estates)
20% discount – with bookkeeping service