Keep reading to see how we can review your taxes!
Self-Prepared Review
We know that some people can prepare their own tax return and that’s great! The more informed and empowered you can be about your financial status, the better. If that describes you but maybe you still have a question or would like us to review what you have prepared, we are here for you, too.
Price $120 per hour
Mid-Year Tax Planning
After your taxes have been prepared and filed, knowing your tax situation doesn’t end there! You can still check whether or not you will have a tax liability or be getting a refund for the upcoming tax filing. Between June 1st and August 15th, we dedicate our schedule to Mid-Year Tax Planning sessions. During this two (2) hour session, we will review documents including (but not limited to) your pay stubs, current business Profit and Loss statement, rental income/expenses, retirement benefits, social security benefits, mortgage statements, and educational expenses in order to provide you with an estimated projection of your tax liability or refund. With this projection, we will help you see what your options are in order to help you meet your desired financial goals. This type of planning and potential adjusting allows you to make sure there are no unexpected changes to what you might be expecting come the next tax filing.
This 2 hour session includes:
- 30 minutes initial consultation
- 1 hour of review
- 30 minutes final consultation
Price $240
EOY Business Closeout
Whether you are in your first year of business or further along, having a helping hand to close out the end of the year can be a relief! At the end of the year, when closing out the financials of your business and preparing for tax time, you will find yourself asking a lot of questions. Questions like: What kind of reports do I need to run to have an end-of-the-year record? Do I need to make any more estimated tax payments? I have a lot of profit, does it make sense to invest in equipment, inventory, or other expenses right before the end of the year? What reports should I run for my tax preparer? Nathan can help answer these questions for you and more during our End of Year (EOY) Business Closeout review. Between November 15th and December 31st, we dedicate our schedule to EOY Business Closeout sessions.
This 2.5 hour session includes:
- 30 minute initial consultation
- 1.5 hours of review
- 30 minute final consultation
Price $300*
*If you use Berezan Consulting, LLC for your tax preparation, save $60 on your tax preparation fees!
To schedule an appointment, please use our Appointment Request page. All new clients receive a FREE 30 minute consultation!
You may also like to view our Hours and Holidays page for more information on our availability.