Tax Preparation & Planning:
Available with a Monthly Accounting Package Only
To make staying in compliance easy, I offer income tax preparation and planning services to monthly business package clients and their owners. Today’s tax laws are extremely complicated and even filing a simple return can be confusing. It is easy to overlook allowed deductions and credits. As a tax professional, I stay current with applicable tax laws, utilize the most up-to-date professional tax software, and personally review each return to ensure accuracy and completeness. Upon completion of your return, we create a custom plan to minimize your tax liability in future years. I am also available throughout the year to assist with tax and financial questions.
Price for 1 minute
You can relax while I review your documents and prepare your return.
I will go over the return with you via Zoom and finalize your documents with electronic signatures.
Knowledgeable and professional tax preparation with individual attention from Katie.
Convenient tax organizer documents to ensure nothing is missed.
Easy and secure transfer of documents using any computer or mobile device.
Electronic signatures to sign your return from anywhere.
Virtual meeting to review your return line-by-line with your CPA.
Secure client portal to access completed returns anytime.
Organized, audit-ready PDF of supporting documents.
Year-round access to your CPA.
Simple Package Pricing:
Please contact me for current pricing. Pricing is packaged based on your filing needs. Tax preparation is available to business clients with a monthly accounting service package & their owners.
For individuals to maximize basic deductions and credits
1040 + Schedules 1-3
Standard or Itemized Deductions
Basic Credits & Adjustments
State Tax Return
For investors and rental property owners filing with Sch D and/or E
All Basic plus...
Rental Property Income & Expenses
Partnership/S-Corp K-1 Income
AMT & NIIT
For business owners filing with Sch C
All Deluxe plus...
Self Employment Income
Self Employment Expenses
Business Use of Home
Business Use of Vehicle
Depreciation of Business Assets
For small businesses filing on Form 1120S
1120S + B, K, L, M-1, M-2
Depreciation of business assets
Schedule K-1 for each shareholder
Basis worksheet for each shareholder
State Tax Return
Contact me for current package rates and to get started: Katie@KatieBlackmon.com
(Please note, my tax preparation services are only available to clients with a monthly service package.)