Business Tax Prep & Accounting Service Plans from Cary Tax
Service Plan Summary
Concierge Tax Service
Our Concierge Tax Package provides tax preparation services designed to meet the needs of small to medium-sized businesses
What’s included:
- Filing By 3/15
- Year-end financial review
- Mid-year planning + tax strategy session
- Guidance on: owner compensation, tax-saving strategies, growth planning, and law update
- Year-round access for questions and support
Bookkeeping and cleanup services are not included in these plans and will be quoted separately.
Strategic Mid-Year Tax Service
The Strategic Mid-Year Tax Preparation Service package offers an more cost conscious solution for businesses seeking tax preparation and strategy
What’s included:
- Filing by 8/15
- Annual financial review (after July 1st) Guidance on: owner compensation, tax-saving strategies, growth planning, and law update
- Availabile for questions and support (July 1st – December 15)
- Complementary extensions (business and personal)
Bookkeeping and cleanup services are not included in these plans and will be quoted separately.
Essential Compliance Tax Service
The Essential Compliance Tax Service package offers the most cost conscious option for small to medium sized businesses not needing to file by the March deadline but that still want access to first rate tax strategy and preparation.
What’s included:
- Filing by 9/15
- Annual financial review (after August 1st)
- Availabile for questions and support (August 1st – December 15)
- Complementary extensions (business and personal)
Bookkeeping and cleanup services are not included in these plans and will be quoted separately.
Confidence in Every Decision
Are you ready to take your business to the next level? Let Tax Advisors of Cary handle the financial details so you can focus on your business’s growth and success. Contact us today to learn more about our Business Tax and Strategy Service Packages and how we can tailor it to meet your specific needs.