| Full | Essential | |
| Filing of Personal Tax Extension |  |
|
| Filing of Business Tax Extension | |
|
| Completion of Annual Business Return | |
|
| Completion of Annual Tax Return for Owner(s) | |
|
| Electronic Filing of Tax Returns (if allowed) | |
|
| Electronic Signing of Tax Returns | |
|
| Digital Copy of Returns (initial flash drive provided) | |
|
| 30 min. Post Tax Consultation (Appt. Req'd) | |
|
| Overview of Financial Statements | |
|
| Resolution of Tax Notices (re: 2020 Return) | |
|
| Completion of Annual Tax Return for Dependent Child(ren) | |
|
| 4th Quarter Tax Projection & Consultation | |
|
| Estimated Tax Payment Reminders | |