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Tax preparation only
Individual and Fiduciary Tax Service
Tax preparation services generally start at $400. This is a bare-bones tax preparation service without tax planning. For our premium package, please see the next section.
*We only do business taxes for clients on one of our PFS Tax Business Packages
**Basic returns for a client's dependents begin at $225
PFS Tax Individual & Fiduciary Premium Packages
Tax Planning & Preparation
Personal Income Tax Form 1040
- Prepare Form 1040
- Perform a tax projection for the upcoming year
- Provide education for tax saving techniques
- Check-in meeting in the 3rd quarter to assess the progress towards implementation of planning techniques
- Withholding and Estimated Payment guidance
Fiduciary Income Tax Form 1041
- Prepare Form 1041
- Perform a tax projection for the upcoming year and provide tax savings techniques
- Beneficiary distribution guidance
- Check-in meeting in the 3rd quarter to assess the progress towards implementation of planning techniques
- Estimated Payment guidance
PFS Tax Business Packages
PFS Tax Business Packages
Comprehensive & Ongoing
- Bookkeeping (Review & Reconciliation)
- Business Planning
- 2 Check-In Meetings per year
- Income Tax Planning
- Tax Preparation
*Setup fees apply
- Bookkeeping (Entry & Reconciliation)
- Business Planning
- 2 Check-In Meetings per year
- Income Tax Planning
- Tax Preparation
*Setup fees apply