Prosperity Planning Tax Preparation & Planning Service
Our minimum fee for preparing 1 federal and 1 state income tax return is $350.00. Our tax preparation service INCLUDES up to 60 minutes of tax planning. Example of tax planning topics:
Complexity may increase the final fees; the estimated final charge will be based on information gathered during a no-obligation meeting. We prepare tax returns for:
Examples of items that could increase the final tax preparation fees include:
We ask that before the initial meeting, you prepare information on the applicable items in the PDF checklist below. The checklist, along with last year’s tax return (if you are a new client), will provide a solid organizational foundation, allowing us to provide you with an accurate final cost estimate for the preparation of your tax returns.
For more information, call John Christianson at (610) 457-5288, or email him at john@prosplanning.com
- Projected Tax Savings for a 529 College Savings Plan.
- Traditional IRA versus Roth IRA tax implications.
- Ideas on appealing IRMAA Medicare surcharge premiums (a tax on those with higher adjusted gross incomes) for soon to retire employees who are 65 or older.
- Educational tax credit planning for parents of high school children entering college.
Complexity may increase the final fees; the estimated final charge will be based on information gathered during a no-obligation meeting. We prepare tax returns for:
- individual and retirees
- sole-proprietor business owners, including single LLC owners filing as a disregarded entity. Note that while we certainly handle business owners who have 1099 sub-contractors, we don’t handle business owners who have employees (and payroll tax preparation needs).
Examples of items that could increase the final tax preparation fees include:
- additional state returns
- rental property ownership
- small business ownership
- real estate transactions
- high volume of capital gain or loss transactions
- partnership or trust interests
- ownership of foreign assets or bank accounts
- errors in your previous return(s)
We ask that before the initial meeting, you prepare information on the applicable items in the PDF checklist below. The checklist, along with last year’s tax return (if you are a new client), will provide a solid organizational foundation, allowing us to provide you with an accurate final cost estimate for the preparation of your tax returns.
For more information, call John Christianson at (610) 457-5288, or email him at john@prosplanning.com