Tax Services Overview

Detail of services below

Tess will provide the following services:

  • Maintaining financial records, such as Income Statements and Balance Sheets

  • Preparation of Tax Returns ($250 for basic [W2 & 1099’s] 1040 Returns, $300+ for Business entities)

  • Reconciliation of Financial and Bank Statements

NOTE: An engagement letter detailing full scope of services will be provided once an agreement has been reached.

Payment Information

All payment is completed via Quickbooks payments after which an invoice has been provided.

All prices are in USD​.

Credentials/Qualifications

  • CTEC (California Tax Education Council; License # available upon request)

  • AFSP (Annual Filing Season Program with IRS)

  • EA (Enrolled Agent with IRS) candidate

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