TSAT Tax Planning Services
All returns will be completed by June 28, 2024 if all documents are provided.
All documents must be submitted in SmartVault by April 12, 2024 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
$500+
- (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
$1200+
- (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
$2500+
- (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