TAX BUNDLE

$4,798.00 $5,998.00
sale

Tax Prep & Filing (Individual & Corp) with Defined Benefit or Cash Balance Plan

*$3,999

Our Full Service Bundle:

  • Tax Prep & Filing for Personal Returns

  • Tax Prep & Filing for Corporate Returns

  • Set up Qualified Plans (All Services of Defined Benefit & 401k package)

  • Actuary Contribution Calculations for Plans

  • Set up of LLC & FEIN

  • S-Corp Status Election

  • Optimization of 199A Small Business Deduction

  • Form 1040 with Schedule C or E with simple schedules A, B, & D (1 State only)

*$999 one time set up fee for plans

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Tax Prep & Filing (Individual & Corp) with Defined Benefit or Cash Balance Plan

*$3,999

Our Full Service Bundle:

  • Tax Prep & Filing for Personal Returns

  • Tax Prep & Filing for Corporate Returns

  • Set up Qualified Plans (All Services of Defined Benefit & 401k package)

  • Actuary Contribution Calculations for Plans

  • Set up of LLC & FEIN

  • S-Corp Status Election

  • Optimization of 199A Small Business Deduction

  • Form 1040 with Schedule C or E with simple schedules A, B, & D (1 State only)

*$999 one time set up fee for plans

Tax Prep & Filing (Individual & Corp) with Defined Benefit or Cash Balance Plan

*$3,999

Our Full Service Bundle:

  • Tax Prep & Filing for Personal Returns

  • Tax Prep & Filing for Corporate Returns

  • Set up Qualified Plans (All Services of Defined Benefit & 401k package)

  • Actuary Contribution Calculations for Plans

  • Set up of LLC & FEIN

  • S-Corp Status Election

  • Optimization of 199A Small Business Deduction

  • Form 1040 with Schedule C or E with simple schedules A, B, & D (1 State only)

*$999 one time set up fee for plans