Preparation
Schedule a Call to discuss your tax preparation
1. Are you a Business Owner?
We work with our business clients to ensure that they have year around support in their businesses. This includes handling their accounting, being a consultant, a trusted advisor.
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Plan |
Bronze |
Silver |
Platinum |
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Starting Price |
Starting at $249 per month |
Starting at $399 per month |
Starting at $699 per month |
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Income & Expense Tracking |
Yes |
Yes |
Yes |
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Accounting Software included: |
CPR Tax will set up a setup a Quickbooks File for your firm that will be housed in our office. You & your team will have access to the reports. If you have a preexisting accounting software we will work with you on that software. |
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Accounts Receivable Tracking |
No |
Yes (limited) |
Yes |
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Accounts Payable |
No |
Yes (limited) |
Yes – will include check printing if necessary. |
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Job Costing / Project Tracking |
Yes |
Yes |
Yes |
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Payroll: We will enter your payroll journal from an outside provider. |
Payroll Journal: Yes |
Payroll Journal: Yes |
Payroll Journal: Yes |
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Monthly Calls |
Yes (15 minutes) prescheduled |
Yes (30 minutes) prescheduled |
Scheduled monhtly calls |
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In Person meetings |
Prescheduled (additional fees maybe necessary) |
Prescheduled(the first one is included). |
1 hour per quarter as scheduled |
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Beneficial Ownership Interest (FINCN) |
Separate Engagement (additional fees may be incurred) |
Separate Engagement – 1st hour is included |
Separate Engagement – first two hours are included in the fee. |
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Workers Compensation Audits |
Separate Engagement (additional fees may be incurred) |
Separate Engagement – 1st hour is included |
Separate Engagement – first two hours are included in the fee. |
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Letters to Lenders |
Separate Engagement |
Separate Engagement |
Separate Engagement |
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✵ Sales Tax Returns |
No |
Yes (1 State) |
Yes multiple states |
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✵ Tax Returns this a client by client decision and including the tax return will adjust the pricing |
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✵ Financial Audits: CPR Tax does not |
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2. Are you an Individual or 1040 filer?
| Plan | Bronze | Silver | Platimum |
| Starting Price | Starting at $330 for your return | Starting at $699 your return | Starting at $1199 for your return |
| For individuals with moderate tax complexities, such as investment income or retirement accounts, seeking a more comprehensive review. | Perfect for individuals with complex financial situations, such as rental properties, self-employment, or extensive deductions, who want ongoing tax planning. | Perfect for individuals with complex financial situations, such as rental properties, self-employment, or extensive deductions, who want ongoing tax planning. | |
| Federal Forms | Yes | Yes | Yes |
| States | Up to 2 states included; additional states may incur a additional fee | Up to 2 states included; additional states may incur a additional fee | Up to 2 states included; additional states may incur a additional fee |
| Advice on tax savings and deductions specific to your financial situation | Yes | Yes | Yes |
| Following Year Estimates | Yes | Yes | Yes |
| Interest & Dividends | Yes | Yes | Yes |
| Schedule C: 1099 income | Yes: ✵ | Yes: ✵ | Yes, one return is included (not the accounting work) |
| Schedule E: Rentals | Yes: ✵ | Yes: ✵ | Yes, one return is included (not the accounting work) |
| Tax Planning | Additional fees: fees starting at $300 | 1 mid year review
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Inlcuded
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| Meetings | Prescheduled: depending on the nature of the meeting additional fees may be incurred. | Prescheduled
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Quarterly scheduled meetings at the time of tax preparation
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| Transcript Monitoring | Additional: starting at $299 per year | Additional | Yes |
| Audit Protection Program | Additional | Basics | Silver |
| IRS Form 8821 | No | Yes | No |
| IRS form 2848 Power of Attorney | No | No | Yes |
| Priority Access | Yes | ||
| ✵ additional fees apply |