Proactive IndividualTax Services

Our Packages

INDIVIDUAL PLAN

Ideal for homeowners, parents of children, and anyone who wants to optimize their tax situation.

Comprehensive Tax Preparation: Detailed and accurate tax filing to ensure the best outcome for your particular financial situation and goals
Includes all necessary forms, including Schedule C for business owners, Schedule F for farmers, and Schedule E for rental property owners
All states are also filed as necessary
Quarterly estimates: provided as necessary
Secure Digital Document Storage: 24/7 access to your digital tax return, ensuring your documents are always at your fingertips
IRS Notice Assistance: Professional support for any IRS notices related to the tax year
CPA Access for Quick Questions: Direct access to a CPA for any tax-related questions throughout the year. Questions requiring extensive research can be discussed at the seasonal planning meeting, or will be subject to additional charges

Business Owner Plan

Ideal for LLC Owners, Farmers, and Real Estate Investors

Includes everything in the individual package, plus
Seasonal planning meeting: A planning session in the Summer or Fall to strategize for your year ahead. Meeting can be in-person or virtual
Quarterly estimate calculation: Accurate estimates of your tax liability every quarter, rather than last-minute guesses during tax season

Our Pricing

Individual Tax Prep packages start at:

$175

Average cost: $200-350

Business Owner Tax Prep packages start at:

$300

Average cost: $400-600

Additional planning meetings

can be scheduled for tax planning starting at:

Average cost: $200-300

$100

Assistance with IRS Notices

Notices from previous years in which CGM CPA & Advisors was not engaged to prepare the return, starting at:

$150

Average cost: $200-300

How CGM stacks up

CGM CPA & Advisors

Comprehensive tax return preparation, all returns are prepared or reviewed by a licensed CPA.
Seasonal planning meetings available.
Quarterly estimates calculations provided.
Paper copy and access to digital copy provided.
Assistance with IRS notices relating to tax return.
Access to CPA for quick questions.

Traditional Tax Preparers

Comprehensive tax return preparation, may not have a CPA on staff.
Does not ask to see you outside of tax season.
Might provide generic estimates or charge extra for calculating, leading to surprise tax bills the next tax season.
Paper copy provided, must request a digital copy.
Typically charge extra for assistance with notices.
May not have a CPA on staff, and may charge extra for questions.

Experience the CGM Difference

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