10955 Lowell Avenue
We know tax laws, strategies, planning and tax burden. We offer a three tier program including: consultation, education and preparation of taxes.
Our tax team, led by Daniel Delaney, CPA®, would like to assist you with maximizing your deductions and learning about pre-tax savings strategies to avoid unnecessary tax spending. We keep up on changes to the tax laws so we can offer relevant tax planning solutions and accurate tax preparation services to our clients, in addition to comprehensive financial planning.
Tax Review Strategy Meeting
Tax Preparation Services
Our tax team will work with you to provide you tax preparation, counseling, education and planning for personal and small business success.
Basic Individual Return
Includes 1040 Forms and one state tax return. Filing starts at $299 and varies based upon complexity
Business partnerships, C-Corp, S-Corp Returns
Starts at $599 and varies based upon receipt and record organization, documentation and complexity of business.
Single Member LLC's
Starts at $199 and vary based upon receipt and record organization, documentation and complexity of business.
Schedule D for Capital Gains
Includes one form 4979, this add on starts at $50 and varies based upon complexity.
Schedule C - Profit or Loss
This add on starts at $50 and varies based upon complexity.
Schedule E - Income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts.
This add on starts at $199 and varies based upon complexity.
Schedule K-1 - Reports each shareholder's share of income, losses, deductions and credits.
Schedule F - reports farm income and expenses.
Starts at $50 and varies based upon complexity.