TSAT Tax Planning Services

Please read the following tax planning stipulations carefully:

Tax Planning is only available if you are on a monthly CFO, Accounting or Payroll plan with us.
All returns will be completed by June 30, 2023 if all documents are provided.
All documents must be submitted in SmartVault by April 13, 2023 to qualify.
We do offer payment plans.
First tax return is included with your plan.

Additional business or personal tax returns will be an extra charge.

Individuals and Married Couples

  • (1) 30-minute Tax Planning Session Per Year
  • Includes 1 Individual or Married Filing Jointly 1040 with Schedules A, B or D and 2 State Returns

Sole Proprietor

  • (2) 30-minute Tax Planning Sessions Per Year
  • Unlimited email access
  • Includes 1 Sole Proprietor 1040 with Schedules C, E or F and 2 State Returns

S-Corporation Business

  • (4) 30-minute Quarterly Tax Planning Sessions Per Year
  • Business and Personal Tax Strategies
  • Unlimited email access
  • Includes 1 Business 1120S and 2 State Returns