Individual and Business Taxes
Alight CPA tax and consulting services are customized for each and every client with detailed fee ranges provided for all work. We will build a package that works for you starting with one of the following foundations:
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You want to know that your return is filed on time and correctly - period. You want to work with a CPA who provides clear instruction, explains your tax bill, and checks in biannually. Compliance only packages are best suited for those who have steady income streams but want to feel more confident about their taxes.
Packages start at $900
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You want to predict your tax due every year and plan for estimates. Compliance + Planning includes your annual Federal and state returns plus quarterly planning as desired, up to four times per year, with a detailed year-end projection. These packages are best suited for those with fluctuating income who don’t want surprises.
Packages start at $1,800
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You want to file your returns, plan for your tax due and make proactive tax moves. Compliance + Planning + Strategy packages include your annual returns, planning meetings at your desired frequency and at least one strategy session per year to explore tax-saving options that fit your needs. These packages are best for those who want to take control of their tax situation in both the short and long-term.
Packages start at $3,600
No matter the level of service, your CPA is in your corner all year round. Quick chats and questions are included and encouraged. Clients have access to a modern and secure file sharing platform with a native mobile app.
Other Services
Correspondence review and resolution
S-Corp owner reasonable compensation reviews
Entity selection and comparison
State and local income tax filing analyses
Foreign income and asset reporting
Gift tax returns
And more, just ask!