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Premium Tax Package

Documents, finance and laughing with couple on sofa in living room of apartment for financial review. Budget, funny and paperwork with happy mature people in home together for investment planning

The Premium Tax Package is our most comprehensive solution, specifically designed for business owners, investors, and growing families. We provide the expert support necessary to handle complex financial situations with strategies that are accurate, strategic, and audit-ready.

Comprehensive Income & Filing Coverage

This package is built to manage diverse and complex income streams, including:

  • Business & Self-Employment (Schedule C): Full preparation of business income and expense reporting.
  • Rental Properties & Real Estate (Schedule E): Professional management of rental income and real estate tax requirements.
  • Farming & Agricultural Operations (Schedule F): Specialized filing for agricultural income and operations.
  • Investment & Diverse Income: Coverage for everything from W-2s and 1099s to investments and retirement income.
  • Flexible Family Filing: We provide complete coverage for your family, whether you are filing with or without dependents.

All Packages Include:

  • 1 Federal Return
  • 1 State Return
  • Local Return
  • Audit Protection
  • ID Theft Protection
  • Tax Preparation Protection

Additional Charges That Might Apply:

  • Additional States, Schedules, or Forms: $20.00
  • Accounting/Bookkeeping Charges: $46.00 Per Hour
  • Holiday/Sunday Appointments: $10.00
  • Use of Bank Products: $20.00

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Have questions or want to learn more about our services? We’d love to hear from you! Contact us today for friendly, expert support and to see how we can help with your accounting and tax needs.