Monthly Service Plans
Individuals
Ensuring Your Business Sense Saves You Dollars and Cents.
WE ARE PROUD TO SERVICE OUR FRENCH-SPEAKING COMMUNITIES ESTABLISHED THROUGHOUT CALIFORNIA.
Individuals
- Personal Tax Return: Federal + Home state included. Additional fee charged for additional state
- Tax processing & filing
- Tax meeting to prep for next tax season (Q4)
- One check-in and tax updates notifications (Q2)
- Phone Calls/Emails Support throughout the Year - not resulting in separate stand alone advisory offering
- Personal Tax Return: Federal + Home state included. Additional fee charged for additional state
- Tax processing & filing
- Tax meeting to prep for next tax season (Q4)
- One check-in and tax updates notifications (Q2)
- Phone Calls/Emails Support throughout the Year - not resulting in separate stand alone advisory offering
- Personal Tax Return: Federal + Home state included. Additional fee charged for additional state
- Tax processing & filing
- Tax meeting to prep for next tax season (Q4)
- One check-in and tax updates notifications (Q2)
- Phone Calls/Emails Support throughout the Year - not resulting in separate stand alone advisory offering
- One IRS or state notice resolution - Review and Response
- Personal Tax Return: Federal + Home state included. Additional fee charged for additional state
- Tax processing & filing
- Tax meeting to prep for next tax season (Q4)
- One check-in and tax updates notifications (Q2)
- IRS or state notice resolution - Review and Response (up to 2 per year)
- Tax Planning & Ready to Advise
- Income Sources monitoring
Individuals - U.S. Expat & Dual Citizens
- Personal Tax Return: Federal + Home state included. Additional fee charged for additional state
- Form 2555 (Foreign Earned Income Exclusion)
- Form 1116 (Foreign Tax Credit)
- FBAR (FinCEN Form 114)
- Form 8938 for FATCA reporting of foreign assets
- Evaluate eligibility for tax treaty benefits and totalization agreements
- Prepare additional forms as needed
- Personal Tax Return: Federal + Home state included. Additional fee charged for additional state
- Tax processing & filing
- Tax meeting to prep for next tax season (Q4)
- Prepare international schedules (Form 2555, 1116, Sch B, FBAR, 8938)
- Phone Calls/Emails Support throughout the Year - not resulting in separate stand alone advisory offering
- One IRS or state notice resolution - Review and Response
- Tax Planning & Ready to Advise
- Evaluate eligibility for tax treaty benefits and totalization agreements
Individuals
Basic - 1040 No Schedules C/E/F clients - Basic
Personal Tax Return: Federal + Home state included. Additional fee charged for additional state
Tax processing & filing
Tax meeting to prep for next tax season (Q4)
One check-in and tax updates notifications (Q2)
Phone Calls/Emails Support throughout the Year - not resulting in separate stand alone advisory offering
1040 with Schedules C/E/F clients
Personal Tax Return: Federal + Home state included. Additional fee charged for additional state
Tax processing & filing
Tax meeting to prep for next tax season (Q4)
One check-in and tax updates notifications (Q2)
Phone Calls/Emails Support throughout the Year - not resulting in separate stand alone advisory offering
1040 with Schedules C/E/F clients - Optimal
Personal Tax Return: Federal + Home state included. Additional fee charged for additional state
Tax processing & filing
Tax meeting to prep for next tax season (Q4)
One check-in and tax updates notifications (Q2)
Phone Calls/Emails Support throughout the Year - not resulting in separate stand alone advisory offering
One IRS or state notice resolution - Review and Response
1040 with Schedules C/E/F and Advisory Service
Personal Tax Return: Federal + Home state included. Additional fee charged for additional state
Tax processing & filing
Tax meeting to prep for next tax season (Q4)
Quarterly Check-in and tax updates notifications
Phone Calls/Emails Support throughout the Year - not resulting in separate stand alone advisory offering
IRS or state notice resolution - Review and Response (up to 2 per year)
Tax Planning & Ready to Advise
Income Sources monitoring
Individuals - U.S. Expat & Dual Citizens
Basic 1040 for U.S. Expat & Dual Citizens
Personal Tax Return: Federal + Home state included. Additional fee charged for additional state
Form 2555 (Foreign Earned Income Exclusion)
Form 1116 (Foreign Tax Credit)
FBAR (FinCEN Form 114)
Form 8938 for FATCA reporting of foreign assets
Evaluate eligibility for tax treaty benefits and totalization agreements
Prepare additional forms as needed
1040 for U.S. Expat & Dual Citizens and Advisory Service
Personal Tax Return: Federal + Home state included. Additional fee charged for additional state
Tax processing & filing
Tax meeting to prep for next tax season (Q4)
Prepare international schedules (Form 2555, 1116, Sch B, FBAR, 8938)
Phone Calls/Emails Support throughout the Year - not resulting in separate stand alone advisory offering
One IRS or state notice resolution - Review and Response
Tax Planning & Ready to Advise
Evaluate eligibility for tax treaty benefits and totalization agreements