Our packages are specially designed for the creative individual or entrepreneur who wants to ensure both tax compliance and strategic planning. We’ll work closely throughout the year to make sure that nothing gets missed, that your completely supported, and, most importantly, that you’re not leaving money on the table. In addition to the extra services and support you’ll receive by going the package route, it will also provide overall cost savings, as well as being cash flow friendly. (Packages can be adjusted if needed)

COOL APPROACH N˚1

Tax Planning + Prep for Individuals

This package is for individuals who do not have business income:

• Personal tax return prep
• Quarterly “Life Check-Ins” and estimate adjustments
• Quarterly tax estimate calculation and reminders
• Personalized tax plan-updated as needed
• Ongoing transaction consulting (stock sales, real estate, etc.)
• End-of-year consult (50 min) to ensure you’re on track for your upcoming taxes
• Tax agency notice support (audit representation is an additional fee)
• Federal Power of Attorney filing (so we can interact w/ the IRS on your behalf regarding notices, etc.)

Additionally, we’re here to answer your questions by email or phone call within one business day.

Starting at $95/month

If this sounds like a good fit for you, let’s chat further!

COOL APPROACH N˚2

Tax Planning + Prep for Individuals & Businesses

This package is for individuals with sole proprietorships, single member LLC’s, or partners in partnerships. It includes:

• Individual and business tax return prep
• Quarterly “Life Check-Ins” and estimate adjustments
• Quarterly tax estimate calculation and reminders
• Personalized tax plan-updated as needed
• Ongoing transaction consulting (for stock sales, real estate, etc.)
• 1099 preparation
• Assistance with business entity selection
• QuickBooks Online setup (if needed) + ongoing training & support (as needed)
• Assistance with end-of-year closing of books & journal entries
• End-of-year consult (50 min) to ensure you’re on track for your upcoming taxes
• Tax agency notice support (audit representation is an additional fee)
• Federal Power of Attorney filing (so we can interact w/ IRS on your behalf regarding notices, etc.)

Additionally, we’re here to answer your questions by email or phone call within one business day.

Starting at $145/month (tax deductible to the business)

If this sounds like a good fit for you, let’s chat further!

TAX PREPARATION

We specialize in tax preparation services for self-employed individuals in creative industries, but we’re experienced in preparing all types of individual and business entity returns. Because we want to stay up to date and in the loop with any goings-on that might affect your tax life, included in the tax prep fee are up to four quarterly 20-minute “Life Check-ins” by email, phone, or Zoom—events like getting married, having a baby, or bringing in more (or less) business revenue can affect your tax liability. By checking in throughout the year, we can be proactive and keep you on top of things tax-wise.

Personal returns start at $575 ($695 with sole proprietorship)*

Business returns start at $795 (Partnerships, S Corps, Corps)*

* Pricing based on complexity of return

TAX PLANNING

Although we make it a point to check in with you throughout the year to make adjustments as needed, if you’re interested in more in-depth tax planning, we can create a personalized, strategic plan that can be updated and adjusted as your life and situation demands. We’ll collect the relevant information and carefully consider your goals to provide you with a customized plan that will show you ways to optimize your tax savings and allow you to make an informed decision. 

If you’re just looking for specific transaction consulting (as opposed to an entire tax plan), we can help you with that as well.  If you’d like to understand the tax implications for specific transactions such as selling stock, buying a house, or contributing to a retirement plan, we can run the calculations and advise you before you decide.

Tax planning is billed at an hourly rate, and we’ll give you a quote ahead of time so there are no surprises.

CATCH-UP/CLEAN-UP BOOKKEEPING

If you’re behind on your bookkeping and need to get caught up for your taxes (income/expense categorization, reconciliations, etc.), we can help. We’ll take a look at your books and give you a quote to get them in order and provide you with tax-ready financial statements.

s corporation services

S Corp Consultation

A lot of our solopreneurs and small businesses consider becoming S Corps at some point because it can be a significant tax savings. But there’s a fair amount of setup and extra compliance requirements that are involved. We highly recommend understanding all of the ins and outs before you make the decision to elect S Corp status. We offer an S Corp specific consultation to get you up to speed so that you have a full picture and can make an educated decision. 

S Corp Compliance Service

If you do decide to elect to be an S Corp, there’s a lot to keep up with. We offer a yearly service to keep you on track and compliant so that your S Corp status isn’t at risk. This service includes:

• Accountable Plan document creation (required for home office & vehicle reimbursements) updated as needed 
• Reasonable salary calculation and annual review 
• Home office calculation and reimbursement schedule and reminders 
• Vehicle reimbursement schedule and reminders 
• Health insurance payment or reimbursement reminder and assistance with payroll requirement 
• Annual shareholder basis review to confirm that distributions won’t be taxable 
• Annual minutes write-up per the IRS requirement 

The fee for the service is $325/year and paid annually with your tax prep invoice. Also available with the S Corp package above.

QUICKBOOKS ONLINE SETUP & TRAINING

If you’re ready to move on from tracking your income and expenses on a spreadsheet, and need some help getting going on Quickbooks, we can get you setup and trained. This includes assistance choosing the right subscription option, help connecting bank & credit card accounts, creation of chart of accounts, and general training to get you up and running. Three 50 minute Zoom sessions + 2 months of email support.