So why not let us take care of it? We make tax season easy and smooth for you so that you can sit back and relax until all you have to do is review and sign. You can expect:
| Tier I | Tier II | Tier III |
|---|---|---|
| Starts at $2,000/year | Tier 1 Price + $1500/year | Tier 1 Price + $3000/year |
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Includes Tier I, Plus:
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Includes Tier I, Plus:
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| Compliance | Self-Employed | Advisory |
Digital Copies/E-filing – We provide complimentary digital copies of tax returns, k1s and source documents to our clients at no additional cost, available from any browser or cell phone via our secure portal and App. And since we are striving to become as paperless a tax firm as possible, we will be e-filing your state and federal business tax returns as well.
Client Portal – Our secure client portal allows for digital downloads, uploads, e-signatures and return review all from the same login. For business tax filings we will use Docusign and Sharefile to securely transmit documents so you no longer have to share secure information over email.
Annual Accounting Review – We include a Balance Sheet on every corporate (S Corp, C Corp, Partnership) tax return we prepare – so that your tax returns are as accurate as possible. While other shoddy tax firms might only includes the profit and loss – the real history is on the balance sheet. Because of that, one our Senior Tax Managers will review for accuracy the General Ledger and Trial Balance of every corporate tax return we prepare, even if we weren’t the bookkeeper on record. This is not to be confused with the AICPA Assurance-Level Review or Audit – because we do not perform any assurance work at this level of detail.
Audit and Notice Protection – Starting in 2024, every corporate (S Corp, C Corp, Partnership) tax return we prepare includes Federal Audit and Notice Protection from Tax Protection Plus built into the return price. The cost to hire a CPA or EA to assist in an audit from the IRS would exceed $5000 even for the smallest of companies so this benefit cannot be understated.
Accuracy Protection Guarantee – If we prepare your return and we make a mistake, we’ll fix the mistake at no cost to you. You may be required to pay any tax assessed as required but we will also attempt to remove the penalties and interest based on all available methods (First Time Abatement or Reasonable Cause are most common) and if we are unsuccessful then we will reimburse you for these costs.
As a client of Lipsey and Associates, we will regularly inform you of our various Tax Advisory Packages available to our individual tax clients and our business tax clients. We also offer regular Monthly or Quarterly “Check-Ins” with our Senior Tax Managers.