Services Offered

Tax Services

Tax Services

Taxes can leave you with more questions than answers. As an Enrolled Agent owned firm, we are tax experts available year-round to serve your tax needs. We offer the following tax services:

Tax-Planning – Minimizing your tax liability requires knowledge, experience and planning. We can assist you in developing and implementing tax saving strategies that will ensure you pay the minimum amount of tax required by law.

Tax Preparation – The complexity of the tax code and law can make even a simple tax return seem confusing. Business, Estate and Trust returns are even more complicated. One mistake can cost thousands of dollars. We can assist you in avoiding those costly mistakes. We can prepare your Individual, Business, Partnership, Estate, and Trust returns.

Bookkeeping

Bookkeeping

Many times, bookkeeping is an after thought but bookkeeping is an essential part of the success of your business. Accurate bookkeeping enables you to file taxes in a timely and accurate manner, facilitate acquiring loans as needed and make better business decisions. We offer the following bookkeeping services:

Periodic Bookkeeping Services – With our periodic bookkeeping we will process your bank feeds on a weekly basis, review unmatched transaction, reconcile accounts on a monthly basis and provide financial statements on a monthly basis.

Services for QuickBooks Users – QuickBooks ease of use and name recognition have made it very popular with many small business owners. However, it can be tricky to setup and utilize especially if you are unfamiliar with principles of accounting. We offer the following services:

  • Setup
  • Training for Individuals and Groups
  • Clean up

IRS Representation

IRS Representation

Dealing with the IRS can be stressful, confusing and costly. We have the expertise and experience to assist you in resolving your IRS issues. We can assist you with the following services:

  •   Filing Unfiled Tax Returns
  •   Establishing Payment Plans
  •   IRS Letters, Liens and Levies
  •   Offers in Compromise
  •   Fresh Start Program
  •   First Time Penalty Abatement

Business Packages

Business Packages

Starting and operating a business can seem overwhelming a times. We offer packages that allow you to spend more time doing what you do best, growing your business.

Business Startup Package – we can assist you with smart taxwise entity selection, entity formation, and establishing proper record keeping systems.

Business Service Package – Our Business Service Packages can be customized to your specific needs, but typically consist of  monthly bookkeeping, reconciliations, financial statements, periodic reviews, ongoing support and periodic tax planning. We limit the number of Business Service clients that we engage with to ensure each receives the proper attention and care they deserve. Please call for availability.

Upfront Pricing

Before we begin your project we will provide you with a written estimate!

Individual Tax Preparation

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Individual Tax Preparation

Individual Form 1040 starts at $225.00

Business Tax Preparation

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Business Tax Preparation

Business Tax Forms 1120, 1120S and 1065 start at $700.00

Tax Planning Services

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Tax Planning Services

Take control of your taxes with advanced planning services starting at $200.00

Bookkeeping Services

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Bookkeeping Services

Periodic Bookkeeping, QuickBooks setup, tune-up and cleanup start at $125.00

Business Service Packages

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Business Service Packages

All inclusive Bookkeeping, Payroll, and Tax preparation packages start at $400.00

Business Start up Package

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Business Start up Package

Tax wise entity selection, formation and best practices start at $200.00

IRS Representation Services

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IRS Representation Services

IRS letters, Offers in Compromise, Fresh Start Program, Audits, start at $200.00

Business Consulting Services

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Business Consulting Services

Business Consulting, Best Practices, Training Needs Analysis start at $200.00

How it Works

Our simple 4 step process makes it easy!

1. Talk to an Expert

This is where we get to know each other. We will learn about your needs and requirements and you will learn about our capabilities and process. This phase can be conducted over the phone, via zoom, or in person.

2. Get Started

Now you will be provided your personal Engagement Letter with a written estimate, questionnaire, client organizer and a list of required documents. The documents can be uploaded to your portal, by dropping the documents off or by coordinating for us to pick them up.

3. Prepare and Review

Now we will document, prepare, review and package the deliverable for your project. During this step we may identify additional items need to complete the project.

4. Finalize and Accept

Finally we will provide you with a copy of your project for review and approval. Once approved we will provide you with the final deliverable.

Contact Information

    Eric H. Conley

    Owner/Enrolled Agent

    T: 210.777.0193     C:210.542.6977

    econley@claritytaxfirm.com

    www.claritytaxfirm.com