Tax Preparation

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

Your text

Your text

Your text

Step 1


Upload your supporting documents to your client portal at

Step 2


You can relax while I review your documents and prepare your return.

Step 3


I will go over the return with you via Zoom and walk you through any next steps and recommendations.

What’s Included:

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.

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...

Capital Gains

Rental Property Income & Expenses

Partnership/S-Corp K-1 Income

QBI Deduction



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:

(Please note, my tax preparation services are only available to clients with a monthly service package.)