| |
Full |
Essential |
| Filing of personal tax extension |
 |
|
| Completion of annual tax return |
|
|
| MFJ comparison |
|
|
| Electronic filing of tax return (if allowed) |
|
|
| Electronic signing of tax returns |
|
|
| Digital copy of returns |
|
|
| 2018 post tax consultation (appointment required) |
|
|
| Annual personal financial review (appointment required) |
|
|
| Document sharing account (online portal) |
|
|
| Completion of small business return (schedule C) |
|
|
| Update fixed asset register |
|
|
| Assistance with 2018 FAFSA form |
|
|
| Resolution of tax notices (re: 2018 return) |
|
|
| Completion of annual tax return for minor child(ren) |
|
|
| Estimated tax payment reminders |
|
|
| Free advice & consultations |
|
|
