Tax Services
DIY is great - in fact, we have a whole section of our website dedicated to helping you DIY. But, when it comes to taxes, it's time level up and outsource. Taxes are NOT where you want to be making rookie mistakes. Luckily, we specialize in small business accounting & taxes and we're here to help you out! We will help you maximize credits, increase your deductions, and make the most of tax season. We know the ins and outs of tax law in every state and stay up to date with all relevant changes. We're here year round to answer tax questions and support you on your entrepreneurial journey.
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It's no secret that taxes can be challenging. With the ever-changing tax code, even filing a simple return can leave you with more questions than answers. That’s where tax professionals come in handy! Let us help ease the stress by preparing and filing your federal, state, and local tax returns for you.
We prepare tax returns for both businesses and individuals located in areas all across the United States.
INDIVIDUAL (WITHOUT A BUSINESS) : STARTING AT $300
INDIVIDUAL (WITH A BUSINESS) : STARTING AT $850
BUSINESS : STARTING AT $950
INDIVIDUAL Return (WITHOUT A BUSINESS) : STARTING AT $300
BUSINESS Return : STARTING AT $950
Tax Preparation
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An S-corp has the potential to save you money on taxes but it can also cause you to pay more in taxes if you make the election prematurely. So how do you know when the time is right? You work with our team!! We'll look at how big your business is, what your business goals are, your personal tax liability, reasonable compensation, and more! We will then present a few options to you so that you can make empowered business decisions based the data. If we decide your business would benefit from becoming an S-corp, not only will we file the paperwork, we will also take time to educate you on what this means and why we are making these changes. After all, educating and empowering you is the core of everything we do!
(this service comes with complimentary access to "In's and Outs of Taxes for Entrepreneurs" online course)
STARTING AT $2,000
S-Corporation Analysis + Filing
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It’s time to learn legal tax loopholes and stop overpaying on taxes! Our tax team lives and breathes tax code and they’re bursting at the seams with knowledge. With their expertise, you’ll have a customized tax planning strategy that will save you THOUSANDS. Prepare to have your mind blown.
(Note: This package best for people making $100k or above annually)
Starting at $5,000
Tax Planning
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Sometimes you don't need the full service, just someone to lend an ear so you can ask your questions. If there's one thing we have in plenty on our team, it's expertise and a desire to help. In this 30 minute Intensive, you'll be able to meet 1:1 with our Tax Manager, Charrise, who is more than capable of answering your tax questions. You'll be surprised at what all you can do in just 30 minutes!
STARTING AT $197
30 minute intensive
“Dawn, Brianna, and Charisse were all wonderful to work with! I appreciate having email communication for a busy business owner like me and being able to refer back to our conversations. I love how thorough they are with their work and I love how seamless their client experience is. Taxes can feel daunting to me but the Patton Team makes me feel taken care of and comfortable asking questions which I appreciate!”
Jascha
