Records that are not ready
Receipts, statements and a bookkeeping file that does not match the bank mean guesses, and guesses cost money.
TAX PREPARATION
Business and individual tax preparation
Returns prepared by people who already know your books, reviewed within the same firm, and explained to you in plain language before anything is filed.
THE PROBLEM
Tax time is stressful for a reason.
Most of the stress comes from what happened during the year, not from the forms themselves.
A preparer who meets you once a year
Someone who sees your business for an hour in March cannot tell you what to change in June.
Forms you cannot read
The return gets filed and you sign it, but nobody explained what the numbers mean or why you owe what you owe.
OUR APPROACH
How tax preparation works with us.
- 1
We start from the books.
If we keep your books, the return starts from reconciled records. If not, we tell you what we need and help you gather it; the tax appointment checklist on this site is the list we use.
- 2
One person prepares, another reviews.
Tax preparation and review are handled within the same firm, so every return gets a second set of eyes before you see it.
- 3
We walk you through it before filing.
You see the return, you hear what drove the result, and you ask questions in English or Spanish. Then we file.
WHAT YOU GET
A return you understand.
Prepared, reviewed and explained, with the prices below as the starting point.
- Business return preparation and filing
- Individual return preparation and filing
- A plain-language walkthrough before filing
- Year-round answers with monthly tax advisory
Pricing
Individual tax preparationStarting at $200
Business tax preparationStarting at $300
USD
Final price depends on the forms your situation requires. Monthly tax advisory, $50 or $100 a month by annual sales, covers questions during the year; see the advisory and tax page.
FAQ
Tax preparation questions
Do you prepare both the business return and my personal return?
Yes. Business returns start at $300 and individual returns at $200, and many owners have us do both so the two line up.
What should I bring?
Last year’s return, income and expense records, bank statements, and any tax forms you received. The free tax appointment checklist on this site lists everything by category.
What if I have not filed for a year or more?
It happens. Catch-up bookkeeping rebuilds the records, then the missing returns are prepared in order. Start with a conversation; there is nothing to be embarrassed about.
Can you help me plan during the year, not just file?
That is what monthly tax advisory is for: questions as they come up, estimated payments, and no surprises in April.
Choice Business Advisors
Tell us about your business.
We’ll talk through what you need and put together a proposal.