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your partner
We look for opportunities to help you grow and achieve your goals.
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We are experienced, credentialed, and licensed.
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We are family-friendly and are available to help you year-round.
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We’re proud to make Beverly our home, just like you.
Our services
Individual Tax Return Packages
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STANDARD |
INTERMEDIATE |
ADVANCED |
- W2, retirement or unemployment income only
- Minimal credits
- Standard deduction
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- Minimal stock and dividend transactions
- Schedule C with < $5K income or expenses
- Schedule E with single property
- Significant credits (excluding EIC)
- Itemized deduction
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- Substantial stock, option and dividend transactions
- Schedule C with > $5K income or expenses OR multiple Schedule C activities
- Schedule E with multiple properties
- Significant credits (including EIC)
- Itemized deduction
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Amenities
- Client newsletter
- Unlimited tax questions via email/phone throughout the year
- Consultation and response to one IRS or state notice per year
- Quarterly client webinar
- Annual client tax update webinar
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| Price |
$230 |
$410 |
$660+ |
Specialization is provided in residential real estate, rental real estate, stock investments, S-Corps, LLCs, and Partnerships.
Because each situation is different, we encourage you to contact us so we can provide you a free, custom estimate for your returns.
Other services
Business consulting
- Industry-specific business consulting
- General human resource consulting
- Process and control development
Corportate finance
- General bookkeeping and accounting services
- Financial statement preparation
- Quickbooks setup and review
IRS representation
- Audits
- Installment agreements
- OIC & CNC negotiations