What is included in professional tax services?

Our professional tax services may include substantially more tangible and intangible benefits than other professional services but may also be priced differently as a result of these differences. This non-exhaustive list is meant to highlight some of the potential differences between our tax services and other tax services.

  1. A detailed written engagement agreement in clear plain language
  2. A discussion of the engagement agreement, privacy policy, and security provisions
  3. Organizer document for starting the tax filing or planning process
  4. A discussion focused on your financial goals
  5. A discussion of the goals of the tax return and the potential impact of any accounting weaknesses
  6. A discussion of your financial fears, struggles, and concerns
  7. Reading of your business organizational documents, bylaws and minutes
  8. Reading your trust agreements and organizational by-laws
  9. Reading any other documents you provide
  10. Discussion of Reasonable Compensation and additional support services for chosen compensation for Corporate owners
  11. An online check of your business filing status
  12. A check of social security numbers and employer identification numbers
  13. Optional Foreign Bank and Financial Account filings
  14. Optional Business Ownership Information filings
  15. Optional 1099 and W2 filings
  16. Creation of a permanent secure electronic file of your documents
  17. Review of prior year tax return
  18. Confirmation of document inputs used to prepare the tax return
  19. Confirmation of the states and jurisdictions prepared
  20. Extended access and mid-year review
  21. Flexibility in paper or electronic communications
  22. Document upload from computer or cell phone photo
  23. “Click to sign” electronic signatures
  24. Manual confirmation of filing acceptance
  25. Timeliness agreement, completion date can be specified
  26. Year-round access
  27. Audit response
  28. Audit representation available
  29. Tax planning for next year
  30. Reliance on professional opinion audit defense
  31. Confidence of having a CPA/MT preparer as signor on the tax returns
  32. Separate tax return review process
  33. Comparison of tax results with prior year(s)
  34. Discussion of overall and marginal tax rate
  35. If a local tax return is required, not filed by a preparer, a PDF version for mailing or template for self-filing online
  36. Review video of tax return, planning issues and potential weaknesses
  37. Financial planning discussion stemming from tax return issues
  38. Access to industry-leading compensation and employee benefits expertise
  39. Access to decades of real estate expertise
  40. Access to decades of portfolio management expertise
  41. Multiple year contracting available
  42. Secure records storage
  43. Multiple versions of tax return available for different purposes
  44. Integration with bookkeeping for small business, real estate, investments, and cryptocurrency
  45. “Book-to-tax” accounting proposed journal entry adjustments available
  46. CPA’s manual signature on paper copy of return for third parties and lenders
  47. CPA cover letter available for lender or third party

In general, all of these services are included in our basic tax services and pricing except those that are specified as “optional” or “available” services. Not all items apply in all cases. All services may not be available in the event that the engagement is provided at a lower price or specifically limits the services that we agree to perform.