Our Individual Tax Return preparation service is specifically designed to fit the needs of the craft brewery owners and operators we work with and integrate with our knowledge of your business.
Our goal is to, as with your business tax return, 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.
Below are the three tiers of the Individual Income Tax Return service we offer.
| PACKAGE | PRICE | ACCESS | Tax Planning Meetings | IRS Representation |
|---|---|---|---|---|
| BASE | $900 | 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 in October | Not inlcuded |
| PREMIUM | $1,600 | Unlimited access to the Tax Team for any individual tax questions | 2x per year in July and October | Unlimited |
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.