Advisory Subscription

In addition to our tax preparation services, we offer comprehensive tax advisory and support throughout the year. These services can be purchased à la carte or can be purchased as a subscription. Our subscription will provide you with priority support from one of our CPAs. To sign up, complete this form and email it to info@reedaccounting.com.  These fees do not include our tax preparation fee and are subject to change.

Individual & Business 

100

$

Month

Individual Support

    • Audit protection

    • Quarterly review of estimated taxes

    • Tax Planning

    • Tax Questions and Research

    • Income verification letters

    • Document scanning

    • Extension estimation

    • W4 support

    • Tax return correspondence

    • Transcript request / online account support

    • Tax preparation for dependent child(ren)

150

$

Month

Individual & K-1 Support

    • Audit protection

    • Quarterly review of estimated taxes

    • Tax Planning

    • Tax Questions and Research

    • Income verification letters

    • Document scanning

    • Extension estimation

    • W4 and W9 support

    • Tax return correspondence

    • Transcript request / online account support

    • Property sale review and capital gain calculation

    • Annual 1099 Preparation

    • Annual Report Filing

    • Preparation of financial statements *bookkeeping charged separately*

    • Entity selection or dissolution

    • Sales Tax support

    • Tax preparation for dependent child(ren)

200

$

Month

Individual & Self-Employment & Rental Support

    • Audit protection

    • Quarterly review of estimated taxes

    • Tax Planning

    • Tax Questions and Research

    • Income verification letters

    • Document scanning

    • Extension estimation

    • W4 and W9 support

    • Tax return correspondence

    • Transcript request / online account support

    • Property sale review and capital gain calculation

    • Annual 1099 Preparation

    • Annual Report Filing

    • Preparation of financial statements *bookkeeping charged separately*

    • Entity selection or dissolution

    • Sales Tax support

    • Tax preparation for dependent child(ren)

250

$

Month

Individual & Business Support

1 Business, S-Corp/Partnership

    • Audit protection

    • Quarterly review of estimated taxes

    • Tax Planning

    • Tax Questions and Research

    • Income verification letters

    • Document scanning

    • Extension estimation

    • W4 and W9 support

    • Tax return correspondence

    • Transcript request / online account support

    • Property sale review and capital gain calculation

    • Tax preparation for dependent child(ren)

300

$

Month

Individual & Business Support

2-5 Business & Rental Properties

    • Audit protection

    • Quarterly review of estimated taxes

    • Tax Planning

    • Tax Questions and Research

    • Income verification letters

    • Document scanning

    • Extension estimation

    • W4 and W9 support

    • Tax return correspondence

    • Transcript request / online account support

    • Property sale review and capital gain calculation

    • Annual 1099 Preparation

    • Annual Report Filing

    • Preparation of financial statements *bookkeeping charged separately*

    • Entity selection or dissolution

    • Sales Tax support

    • Tax preparation for dependent child(ren)

400

$

Month

Individual & Business Support

6-10 Business & Rental Properties

    • Audit protection

    • Quarterly review of estimated taxes

    • Tax Planning

    • Tax Questions and Research

    • Income verification letters

    • Document scanning

    • Extension estimation

    • W4 and W9 support

    • Tax return correspondence

    • Transcript request / online account support

    • Property sale review and capital gain calculation

    • Annual 1099 Preparation

    • Annual Report Filing

    • Preparation of financial statements *bookkeeping charged separately*

    • Entity selection or dissolution

    • Sales Tax support

    • Tax preparation for dependent child(ren)

500

$

Month

Individual & Business Support

11-15 Business & Rental Properties

    • Audit protection

    • Quarterly review of estimated taxes

    • Tax Planning

    • Tax Questions and Research

    • Income verification letters

    • Document scanning

    • Extension estimation

    • W4 and W9 support

    • Tax return correspondence

    • Transcript request / online account support

    • Property sale review and capital gain calculation

    • Annual 1099 Preparation

    • Annual Report Filing

    • Preparation of financial statements *bookkeeping charged separately*

    • Entity selection or dissolution

    • Sales Tax support

    • Tax preparation for dependent child(ren)

600

$

Month

Individual & Business Support

16-20 Business & Rental Properties

    • Audit protection

    • Quarterly review of estimated taxes

    • Tax Planning

    • Tax Questions and Research

    • Income verification letters

    • Document scanning

    • Extension estimation

    • W4 and W9 support

    • Tax return correspondence

    • Transcript request / online account support

    • Property sale review and capital gain calculation

    • Annual 1099 Preparation

    • Annual Report Filing

    • Preparation of financial statements *bookkeeping charged separately*

    • Entity selection or dissolution

    • Sales Tax support

    • Tax preparation for dependent child(ren)