Tax Services

FREE Discovery Session for Potential Individual or Small Business Clients

This FREE 30-minute meeting ($50 Value) provides the opportunity for TPC to learn, assess and determine how best to work with Potential Clients.  During this meeting we will:

  • Introduce ourselves and share about TPC
  • Learn of the issues, needs, wants, goals and timelines of the Potential Client
  • Explain the Service Packages we offer that best resolve and/or support the Potential Client’s needs

*Note: A Discovery Session is a ONE TIME 30 minute opportunity per Potential Client.

Tax Consultation

Tax Preparation Service

    • Preparation Service fees are per form completed.
    • Specific documents must be submitted prior to processing.
    • COMING SOON – New Client Document Checklist 

    *Note: Other Tax Services are available upon request

    Tax Planning Monthly Services

    Included, but not limited to:

    • Up to 1.5 hours of work to review and prepare financial data.
      • Income information
      • Forecasting
      • Tax liabilities
    • 1 meeting per month to discuss findings, updates and recommendation

    Tax Planning Quarterly Services

    Included, but not limited to:

    • Up to 3 hours of work to review and prepare financial data.
      • Income information
      • Forecasting
      • Tax liabilities
    • 1 meeting per quarter to discuss findings, updates and recommendation