Tax Preparation

A tax preparation team that understands all areas of your financial life.

Our tax professionals are Enrolled Agents, certified by the Internal Revenue Service.  We are in a unique position of understanding our client’s entire financial picture and goals.  Tax planning and tax preparation are a big part of your finances, PWR is here to help.

This is Ideal For:

Families and individuals who do not have the time or confidence to prepare their own taxes or who have received sub-par service from their current tax preparer.

This Includes:

Preparation of Individual Tax Returns. We do not prepare C Corp, S Corp or Trust tax returns.

The Process:

Schedule an initial call if you are interested in having PWR prepare your taxes.  After the call, we will send you a link to our very easy to use online data collection portal with your personalized electronic list of items needed to complete your return(s). No more big clunky paper data gathering binders for you! We will complete your return and send it to you for review. Then, we file your final return and provide you a copy of your return for your records. In addition, we will discuss any tax planning strategies that can be implemented for the following year to improve your tax picture.

Pricing:

The standard hourly rate for tax preparation is $160 / hour*.  We will provide a quote during our initial call, once we determine your needs.

Start:

Start by scheduling a Tax Prep Initial Call with us.

*prices are subject to change

A Free Template, Just For You

Planning Within Reach is committed to helping you achieve your financial goals. We're here to help, which is why we offer free resources. Download our PWR Cash Flow System to have an easy to use way to track your spending monthly.

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