Business Taxes Made Easier
If you’re an owner of a small to mid-sized business, you have a lot on your plate: legal, HR, insurance and more. Ease your mind about your business taxes so you can concentrate on your goals.
And we will talk about goals often. Are you in this game for money? To dictate your own schedule? To build a legacy? Or are you ready to get out of the game? Proper tax planning can help get you where you want to go, both personally and professionally.
Your Business Lifecycle
Whether you’re just starting out or looking to take your business to the next level, I can help:
Starting a new venture?
Let’s review the basics of formation, accounting and investing.
From here, we can identify and build your professional team. I spend at least 25% of my week networking, so I can refer attorneys, bankers, financial planners, and other professionals who are best suited to help you.
Looking to sustain or grow your business?
Let’s look at your quarterly financial statements to make revenue and expenditure decisions to help you meet your objectives.
Being proactive?
Let’s be proactive to ensure that your books are organized and compliant in the event that you need an audit or valuation for financing.
Are you aware of tax savvy retirement planning opportunities?
Let’s utilize one of the 36 different types of retirement plans as a tool to reduce the taxes for the entity and defer taxes for the individuals.
Exit strategy and consulting
Align your short-term and long-term visions for the business. Do you have an exit strategy? What does your business need to look like to receive the business valuation you desire?
Approach
I accommodate busy lifestyles by being respectful of your time. I am available by phone / email / VC to allow for connection without requiring a commute to my office and taking you away from home or work where the tax information I need is located.
Schedule your complimentary individual tax conversation or contact me at 510.985.9829 or louise@lfcochrane.com.
Entity formations best served:
- Sole proprietorships
- LLCs
- Partnerships
- S-Corporations
- C-Corporations
Tax Compliance for
Pricing for a Sole Proprietorship/Single Member LLC
| PLATINUM | GOLD | SILVER | |
|---|---|---|---|
| Fees Starting At: | $ 2,000 | $ 1,175 | $ 900 |
DURING TAX SEASON: | |||
| Accurate, detailed preparation of your federal and applicable state income tax returns & Post-completion phone call with your preparer. | ✔ | ✔ | ✔ |
| Hard copy of tax organizer and tax returns. | ✔ | ✔ | PDF only |
| Prompt return of phone calls and emails. | 24 hours | 48 hours | 72 hours |
| Tax Appointment – Meet before/ after the preparation of your tax returns. | ✔ | * | |
| Extension filing – It may be necessary to file an extension if all materials are not received by March 8, 2018. | ✔ | $ 75 | $ 75 |
| Provide additional PDF tax return copies to banks, financial planners, etc. as requested (written authorization required). | ✔ | ✔ | $ 25 |
* The Gold Service Package includes either a “Tax Appointment” before your returns are prepared, or a “Post Tax Return Consult Meeting”, your choice. We recommend the post tax return consult meeting because it allows us to review the results of your tax return with you and help you plan to minimize taxes in the coming year. | |||
YEAR ROUND SUPPORT: | |||
| Consultation by phone or email - Get answers to your questions without worrying about receiving an additional bill. | 60 minutes | 30 minutes | |
| Respond to notices from tax authorities for the tax period covered by this engagement letter. (Excludes audit representation). | Up to 3 hours of service | Up to 1 hour of service | |
| Number of Federal and State estimated tax re-calculations – Your initial estimated tax will be included in the tax return. It may be necessary to recalculate the estimated taxes later in the year. | 3 | 1 | |
| Due Date reminders via email for quarterly estimated taxes. | ✔ | ✔ | |
| Mid-Year Tax Projection - Tax planning. Scheduled at your request between May 1st and December 15th, 2018. | ✔ |
Price may vary based on size/complexity of your return, all of which will be assessed, discussed and mutually agreed.
Pricing for Business Entities (C Corporations, S Corporations, Partnerships)
| PLATINUM | GOLD | SILVER | |
|---|---|---|---|
| Fees Starting At: | $ 3,500 | $ 2,600 | $ 2,000 |
DURING TAX SEASON: | |||
| Accurate, detailed preparation of your federal and applicable state income tax returns & Post-completion phone call with your preparer. | ✔ | ✔ | ✔ |
| Hard copy of tax organizer and tax returns. | ✔ | ✔ | PDF only |
| Prompt return of phone calls and emails. | 24 hours | 48 hours | 72 hours |
| Tax Appointment – Meet before/ after the preparation of your tax returns. | ✔ | * | |
| Extension filing – It may be necessary to file an extension if all materials are not received by March 8, 2018. | ✔ | $ 75 | $ 75 |
| Provide additional PDF tax return copies to banks, financial planners, etc. as requested (written authorization required). | ✔ | ✔ | $ 25 |
* The Gold Service Package includes either a “Tax Appointment” before your returns are prepared, or a “Post Tax Return Consult Meeting”, your choice. We recommend the post tax return consult meeting because it allows us to review the results of your tax return with you and help you plan to minimize taxes in the coming year. | |||
YEAR ROUND SUPPORT: | |||
| Consultation by phone or email - Get answers to your questions without worrying about receiving an additional bill. | 60 minutes | 30 minutes | |
| Respond to notices from tax authorities for the tax period covered by this engagement letter. (Excludes audit representation). | Up to 3 hours of service | Up to 1 hour of service | |
| Number of Federal and State estimated tax re-calculations – Your initial estimated tax will be included in the tax return. It may be necessary to recalculate the estimated taxes later in the year. | 3 | 1 | |
| Due Date reminders via email for quarterly estimated taxes. | ✔ | ✔ | |
| Mid-Year Tax Projection - Tax planning. Scheduled at your request between May 1st and December 15th, 2018. | ✔ |
Price may vary based on size/complexity of your return, all of which will be assessed, discussed and mutually agreed.
Pricing: Tax Compliance for a Sole Proprietorship/Single Member LLC
Platinum
starting at- Accurate, detailed preparation of your federal and applicable state income tax returns & Post-completion phone call with your preparer.
- Hard copy of tax organizer and tax returns.
- Prompt return of phone calls and emails within 24 hours.
- Tax Appointment – Meet before/ after the preparation of your tax returns.
- Extension filing – It may be necessary to file an extension if all materials are not received by March 8, 2018.
- Provide additional PDF tax return copies to banks, financial planners, etc. as requested (written authorization required).
- YEAR ROUND SUPPORT:
- Consultation by phone or email – Get answers to your questions without worrying about receiving an additional bill. 60 minutes
- Respond to notices from tax authorities for the tax period covered by this engagement letter. (Excludes audit representation). Up to 3 hours of service
- Number of Federal and State estimated tax re-calculations – Your initial estimated tax will be included in the tax return. It may be necessary to recalculate the estimated taxes later in the year. 3
- Due Date reminders via email for quarterly estimated taxes.
- Mid-Year Tax Projection – Tax planning. Scheduled at your request between May 1st and December 15th, 2018.
Gold
starting at- Accurate, detailed preparation of your federal and applicable state income tax returns & Post-completion phone call with your preparer.
- Hard copy of tax organizer and tax returns.
- Prompt return of phone calls and emails within 48 hours.
- Tax Appointment – Meet before/ after the preparation of your tax returns. (*)
- Extension filing – It may be necessary to file an extension if all materials are not received by March 8, 2018. $ 75
- Provide additional PDF tax return copies to banks, financial planners, etc. as requested (written authorization required).
- YEAR ROUND SUPPORT:
- Consultation by phone or email – Get answers to your questions without worrying about receiving an additional bill. 30 minutes
- Respond to notices from tax authorities for the tax period covered by this engagement letter. (Excludes audit representation). Up to 1 hours of service
- Number of Federal and State estimated tax re-calculations – Your initial estimated tax will be included in the tax return. It may be necessary to recalculate the estimated taxes later in the year. 1
- Due Date reminders via email for quarterly estimated taxes.
Silver
starting at- Accurate, detailed preparation of your federal and applicable state income tax returns & Post-completion phone call with your preparer.
- Hard copy of tax organizer and tax returns. (PDF only)
- Prompt return of phone calls and emails within 72 hours.
- Extension filing – It may be necessary to file an extension if all materials are not received by March 8, 2018. $ 75
- Provide additional PDF tax return copies to banks, financial planners, etc. as requested (written authorization required). $ 25
Pricing: Tax Compliance for Business Entities (C Corporations, S Corporations, Partnerships)
Platinum
starting at- Accurate, detailed preparation of your federal and applicable state income tax returns & Post-completion phone call with your preparer.
- Hard copy of tax organizer and tax returns.
- Prompt return of phone calls and emails within 24 hours.
- Tax Appointment – Meet before/ after the preparation of your tax returns.
- Extension filing – It may be necessary to file an extension if all materials are not received by March 8, 2018.
- Provide additional PDF tax return copies to banks, financial planners, etc. as requested (written authorization required).
- YEAR ROUND SUPPORT:
- Consultation by phone or email – Get answers to your questions without worrying about receiving an additional bill. 60 minutes
- Respond to notices from tax authorities for the tax period covered by this engagement letter. (Excludes audit representation). Up to 3 hours of service
- Number of Federal and State estimated tax re-calculations – Your initial estimated tax will be included in the tax return. It may be necessary to recalculate the estimated taxes later in the year. 3
- Due Date reminders via email for quarterly estimated taxes.
- Mid-Year Tax Projection – Tax planning. Scheduled at your request between May 1st and December 15th, 2018.
Gold
starting at- Accurate, detailed preparation of your federal and applicable state income tax returns & Post-completion phone call with your preparer.
- Hard copy of tax organizer and tax returns.
- Prompt return of phone calls and emails within 48 hours.
- Tax Appointment – Meet before/ after the preparation of your tax returns. (*)
- Extension filing – It may be necessary to file an extension if all materials are not received by March 8, 2018. $ 75
- Provide additional PDF tax return copies to banks, financial planners, etc. as requested (written authorization required).
- YEAR ROUND SUPPORT:
- Consultation by phone or email – Get answers to your questions without worrying about receiving an additional bill. 30 minutes
- Respond to notices from tax authorities for the tax period covered by this engagement letter. (Excludes audit representation). Up to 1 hours of service
- Number of Federal and State estimated tax re-calculations – Your initial estimated tax will be included in the tax return. It may be necessary to recalculate the estimated taxes later in the year. 1
- Due Date reminders via email for quarterly estimated taxes.
Silver
starting at- Accurate, detailed preparation of your federal and applicable state income tax returns & Post-completion phone call with your preparer.
- Hard copy of tax organizer and tax returns. (PDF only)
- Prompt return of phone calls and emails within 72 hours.
- Extension filing – It may be necessary to file an extension if all materials are not received by March 8, 2018. $ 75
- Provide additional PDF tax return copies to banks, financial planners, etc. as requested (written authorization required). $ 25
(*) The Gold Service Package includes either a “Tax Appointment” before your returns are prepared, or a “Post Tax Return Consult Meeting”, your choice. We recommend the post tax return consult meeting because it allows us to review the results of your tax return with you and help you plan to minimize taxes in the coming year.
H O U R S
February 15th- April 15th
Monday-Friday 10am-4pm
Saturday 10am-2pm
April 16th-February 14th
By Appointment Only
Tuesdays & Thursdays 11am-5pm
A D D R E S S
2504 Santa Clara Avenue, Suite A
Alameda, CA 94501
Phone: 510.985.9TAX (9829)
Fax: 510.439.2TAX (2829)
EMail: louise@lfcochrane.com