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.
all-inclusive packages
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Tax Planning and preparation
for someone wanting serious results and is ready for serious strategy
STARTING AT $250 a month
Package includes:
-quarterly bookkeeping review
-estimated tax payment analysis and coaching
-quarterly review calls
-personal and business tax preparation
-annual tax return review zoom sessions
-tax planning
-dedicated tax account manager
our most popular package
a la carte services
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RETURN (WITHOUT A BUSINESS) : STARTING AT $300
BUSINESS RETURN : STARTING AT $950
Package includes:
-Preparation and filing of federal, state, and local taxes
-A certified tax team reviewing eligible deductions and credits
-A two-step review system to ensure attention to detail and maximum savings
-A consult call to review your return and ask any lingering questions
Tax Preparation
for individuals or businesses filing taxes
book a call
S-Corporation Analysis + Filing
best for businesses making minimum of $60K in annual profits
STARTING AT $2,000
Package includes:
-A deep dive into your business, your goals, your personal taxes, reasonable compensation, etc.
-A data-backed analysis of the best steps for your business
-Filing of Scorp elective paperwork
-Expert personalized education about maximizing on your S-Corp status
-Complimentary access to our course, "Ins and Outs of Taxes for Entrepreneurs"
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ADvanced Tax Planning
for the six-figure CEO sick of paying too much
STARTING AT $5,000
Package includes:
-An in-depth analysis of your business finances
-Personalized list of tax loopholes, credits, and deductions that your business can benefit from
-Customized year-long tax strategy
-Thousands of dollars back in your pocket
book a call
30 minute intensive
for anyone that pays taxes and has questions
STARTING AT $197
Package includes:
-Personal Q&A sesh with an expert tax accountant
-30 min Zoom Meeting
-Expert advice from someone who knows best
-New confidence in your financial decisions
“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
