One-Time Projects

Tax Returns, Resolutions, & Planning

Expert tax returns, resolutions, and planning as one-time projects offer clear, accurate, and maximized financial benefits. They resolve tax issues efficiently and optimize future tax savings, providing focused support without ongoing obligations.

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ONE-TIME PROJECTS

(Flat-Fee Services)

Book A Discovery Call

Business Tax Returns

Starts at

$1,500

  • S-Corp / Partnership / C-Corp

  • Includes year-end bookkeeping review

Individual Tax Returns
(Business or Real Estate Owners)

Starts at

$1,200

  • Must include Schedule C self-employment activity or Real Estate Activities

Custom Tax Planning
(Standalone Project)

Starts at

$7900

For business owners who are tired of surprises and want a clear plan to save money on taxes—before tax season hits.

  • 1:1 Tax Strategy Session (up to 90 minutes) with a licensed tax pro

  • Full business + personal review (we look at entity structure, payroll setup, income streams, deductions, etc.)

  • Custom tax savings strategy plan 

  • Cash flow vs tax savings analysis

  • Audit of past 1–2 years of tax returns to catch missed savings

  • Implementation checklist so you or your accountant know what steps to take next

  • Optional: Quote to implement strategies with TotTax

When’s the Best Time to Do Tax Planning?

Early in the year is ideal. Why? Because tax planning is a long game. Some strategies must be set up months—or even a full tax year—in advance to be effective. Planning ahead means more options, less stress, and real savings.

Tax Resolution Projects

Starts at

$2,200

We help resolve tax problems from simple IRS or State Agency notices to complex audits and multi-year issues. Common (not limited to) cases we work with include:

  • Back taxes owed (IRS or State)

  • Payroll tax problems or missed filings

  • Sales tax issues or audits

  • IRS or State DOR notices and letters

  • Tax liens or wage garnishments

  • Innocent Spouse Relief

  • Identity theft and fraudulent filings

  • Non-filed tax returns (1+ years)

  • Penalty abatement requests

  • Complex business-level resolution cases