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LifeCycle Tax Advisor's Pricing Model

LifeCycle Tax Advisor's Pricing Model

LifeCycle Tax Advisors truly believes in committing to building a strong relationship with every client as well as allocating appropriate time aiming towards their goals! 

Our vision evolves around the following:

1) Up-To-Date Financials

2) Education

3) Protect from an Audit

4) Tax Strategy


Without up-to-date financials, it is very difficult to plan for taxes efficiently! 

LifeCycle Tax Advisors will do their part but the client must commit to our vision!



Onboarding & Review

Our $350 fee includes reviewing last 3 tax returns, current year financials, tax deductions and credits on prior returns, and operating agreement. This allows us to move forward in a positive direction!

Who We Are!

IRS Collections Representation

Our $750 initial fee allows us to review IRS issues, IRS transcripts, and tax returns & financials for the year of IRS problem!

Collections

IRS Examination Representation

Our $750 initial fee allows us to review IRS issues, IRS transcripts, and tax returns & financials for the year of IRS problem!

Examination

Small Business Accounting

Our minimum monthly small business accounting fee is $500. This will allow us the appropriate time to reconcile books, communicate with client, and produce solid financials!

Bookkeeping

Tax Planning 

Our minimum proactive tax planning fee is $750 per quarter! This includes quarterly meeting, regular communication, estimated tax payment analysis, and tax strategy!

Tax Strategy

Individual Tax Preparation

Our minimum fee to prepare a individual tax return is $750!

1040 Tax Prep

Business Tax Preparation

Our minimum fee to prepare a business tax return is $1,000!

Entity Tax Prep

Part-Time CFO

Please call the office today for a personalized quote! We maximize internal process efficiency, automate processes, manage cash flow, and so much more.

Part-Time CFO