Service Offerings
Click each section below to learn more about the solutions available to you and your business.
Designed for you
Choose
Your
Service
Tax Preparation
Choose from two service levels based on your needs.
Core
The Core package is for taxpayers with simple tax situations looking for quality and convenience. It includes:
- Federal and State Tax Returns
- Tax Return Highlight Summary
- “Safe-harbor” quarterly estimates
- Extensions based on prior year returns
The minimum fee for tax returns at the Core service level is $625.
Concierge
The Concierge package is for taxpayers that need regular tax planning throughout the year. It includes:
- Federal and State Tax Returns
- Tax Return Highlight Summary
- Year-round email support, tax notice assistance, and CFP collaboration
- Year-end tax planning meeting
- Quarterly projections and estimates
- Extensions based on current tax year data
The minimum fee for tax returns and advisory at the Concierge service level is $2,500 for individuals and $5,000 for businesses. Business owner tax return prep is included.
Bookkeeping
As with tax preparation, there are two levels of service available for bookkeeping.
Core
The Core package is for businesses with straightforward operations looking for traditional bookkeeping. It includes:
- Transaction categorizations
- Monthly reconciliations
- Annual budget (historical)
- Quarterly meetings (historical)
- 20% discount on tax preparation services
The minimum monthly commitment for the Core bookkeeping package is $600 per month.
Concierge
The Concierge package is for businesses that need cash flow and forecasting assistance. It includes:
- Everything in the Core package
- Monthly strategic controllership meetings
- Cash flow management
- KPI tracking
The minimum monthly commitment for the Concierge controllership package is $1,000 per month.
Advisory
“On-Demand” advisory services are available for project-based engagements. My current advisory bill rate is $250 per hour.
How I Operate
I operate a virtual firm. I do not physically meet with clients or prospective clients, but I do offer virtual meetings using Zoom. My primary methods of communication are email, video calls, and the client portal. In order to maintain efficiency and productivity, I schedule calls in advance.
While I do offer stand-alone tax return preparation, I focus primarily on planning and prefer to work with clients that desire proactive tax and accounting advisory. These services are represented in the Concierge package which includes return preparation, tax projections, email support throughout the year, and a year-end tax planning meeting.
FAQs
How do you pronounce your first name?
It’s TAH-rah. “Ahh” like in “olive.” 🙂
How much does it cost to work with you?
It depends. If you complete the inquiry form by using the contact button below, I’ll provide you with a quote based on your desired services. My fees are representative of my depth of expertise.
What if I have tax questions throughout the year?
Not a problem! Each return comes with 30 minutes of email support for quick questions, but if you need tax planning, you can sign up for the Concierge tax package.
What do you need to prepare my returns?
Everything including the kitchen sink. Every year you’ll receive a tax organizer that will guide you through what information to provide! Completing the organizer is required for me to prepare your returns.
Can I give you paper documents/bank statements?
My firm is completely virtual so I do not accept paper documents. You can securely upload any document using the client portal.
How do I schedule a consultation?
The first step is to complete an inquiry form. Next, I’ll provide you with a quote for services and once you accept, I’ll send you a link to schedule a consultation. During this Zoom meeting, we’ll review the process for working together and address any related questions you may have.