Tax Preparation and Planning Services

If you are looking for more than “here’s my stuff, see you next year,” then you have come to the right place!

Kyle takes a wholistic approach when it comes to your taxes and often provides his tax services in tandem with his financial planning services offerred through Long Planning, LLC. This allows Kyle to fully understand his clients’ entire financial situation and provide a high quality tax preparation and planning service.

The Three Step Approach

  • Evaluate where you are today and get an understanding of the past

  • Actively engage and plan throughout the year

  • Compile, deliver and review at tax time - no more suprises!

 Pricing

No more second-guessing yourself and wondering if you left tax-saving strategies on the table, we’ll take care of your taxes for you.

Initial costs are as follows:

Federal 1040 and one state return - $410

Additional costs are as follows:

Schedule C or F - $175

Extra state return - $125

Child / dependent 1040 (1 to 2 W2s only) - $125

Additional complexities and/or other return types, small business consulting - $275 / hour

Ready to get started?