Pensacola Tax Stategist

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!

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

Onboarding & Review

Our onboarding fee starts at $350 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 $1500 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 $1500 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