Our standard tax planning and preparation package for a sole proprietor who owns a small business includes:

  • One (1) hour virtual planning session with a Small Business Professionals to discuss the 2015 outlook.
  • Prepare and file 2014 IRS Form 1040 including:
    • Schedule A – Itemized Deductions
    • Schedule C – Profit or Loss from Business (Sole Proprietor)
  • Prepare and file 2014 State Income Tax Return (if applicable)
  • Receive twelve (12) months of our Tax and Wealth Advisory Newsletter