Gain more time to do what you do best

Work with a tax professional to optimize your taxes and finances, freeing you to spend more time where you shine.

january-TO-december

Free Yourself from the stress of tax Prep

Not just the stress of filling out the forms, hoping you are doing it right, but the stress of gathering all the IRS forms you get in the mail, making sure your bookkeeping is in order, making estimated tax payments, and everything else that piles on with tax filing.

We might be a fit if...

And you want...

A tax professional to partner with you on your goals
Answers to your tax questions year-round
Tax guidance specific to your professional and personal circumstances
Professional support for IRS communications
Bookkeeping that gives you up-to-date financial info

Customize Your Level of Support

Choose the level of tax support you want not only when it comes to filing your taxes, but all year long

Tax Compliance

Your rate is determined by the complexity of your tax situation.
Fill out the prospective client form and set up an online interview to receive your customized quote.
Minimum fee is $500.

Tax Advisory

Be proactive about your tax situation through year-round tax advisory
10% discount on advisory if packaged with preparation service

Premium

Year-round, full service for all your questions
12 months for $1200

Consultations - email, text via portal, phone
IRS Notice Monitoring & Assessment
Estimated Tax Payment Reminders
Annualized Estimated Tax Computation
End-of-year Advisory Session
IRS Notice Response

Essential

Service for your basic year-round tax needs
12 months for $500

Add-Ons

Services you can add as ongoing or one-time events

Client Interest Form

Questions before you fill out the form? Reach out at heather@soletaxpro.com

Fill Out Interest Form

Fill out the form to tell us about you and your company and what services you expect to need.

Evaluate Your Situation

I will review, then send you a scheduling link and request prior tax returns to review before we meet.

Meet & Get Started

We’ll discuss your options, what is best for you, and get started working on your behalf!

Name

Are you (or your spouse) the sole owner of a business?

Yes No

Is the business run as a Sole-Proprietorship or Single-Member LLC?

Yes No

In which state do you live?

What level of service do you expect to need?

Tax Preparation Tax Advisory Bookkeeping Other add-ons

Do you currently have a bookkeeper?

How did you find me?