Our Individual Tax Return preparation service is specifically designed to fit the needs of the craft brewery owners and operators we work with using our knowledge of your goals and core business.
How It Works
Our goal is to take the guesswork out of the process by walking you through exactly what to do and when, through an easy-access Google Drive upload and return delivery procedure. In doing so, we’ll also apply the expertise and talent within the SBS Tax Team to maximizing tax savings with business income from one or multiple entities all while minimizing hassle and interruptions to your schedule.
Service Options
Below are the three tiers of the Individual Income Tax Return service we offer in addition to our Schedule C and Schedule E add-on options. At a minimum any option listed below gets you both Federal and State (where applicable) Individual Tax Return filings and support.
| Package | Price | Access To Team | Tax Planning Meetings | IRS Representation |
|---|---|---|---|---|
| Base | $950 | Access to the tax team for return-specific questions | Not included | Not included |
| Standard | $1,350 | Unlimited access to the Tax Team for any individual tax questions | 1x per year (Spring or Fall) | Not inlcuded |
| Premium | $1,600 | Unlimited access to the Tax Team for any individual tax questions | 2x per year (Spring and Fall) | Unlimited |
Schedule Add-Ons
If you have a business that is reported on Schedule C of your personal return or you report real estate rental activity on Schedule E of your return, we can prepare those as well for an additional $500 each. These aspects of your personal return can be complex and have a significant impact on your risk exposure and taxable income if not handled properly.
Please Note: This additional portion of your personal return is not referring to your main business return or investor K-1s, which would be filed separately.
There is little worse than having to rush through finding documents or looking up information the week before April 15th. With the following personal return timeline, we will be in constant contact with you throughout the information collection period. This will ensure that your information is where it needs to be, when it needs to be there.
In order to adequately prepare your tax return by the April 15th filing deadline, we’ll need you to upload all required documentation by March 1st. If that date is not feasible, or we don’t receive documentation by the deadline, we’ll extend your return and file as soon as we can after the deadline, and at a minimum before the following October 15th extension deadline.