Personal Tax Filing
Never miss a deadline, never forget important filing paperwork and accurately report your income and expenses. Get the best return possible for your unique, personal circumstances, with a team that cares and gets the job done.
*Now accepting clients for the 2024 tax year.
Get the return you deserve.
The Essentials
This is a straightforward review.
You have your tax sh*t together, feel confident in your materials and don’t need a detailed review.
You just need someone to get it all organized, filed and submitted for you!
Includes:
Tax Return Preparation
Email Communication for the Tax Return Review
Safe Harbor Estimates (based on the prior year) for Quarterly Estimated Taxes
Annual Tax Optimization Checklist
Quarterly tax savings newsletter
One Time Payment
$847
8 weeks turnaround time for Tax Returns
Extension is based on the firm's discretion
Associate Tax Member as Point of Contact
Electronic Client Document Submission
Payment Plan
$423.50
*For The Basics: Any bookkeeping needing to be cleaned up or corrected prior to filing returns may cause a delay in the return filing timeline. An additional quote for these services may be provided if The Freelance CFO has capacity to provide clean up services at the time of processing.
(Available ONLY for RETURNING TFCFO Clients)
Got A Question?
The content provided in this webpage is for informational purposes only and does not constitute professional financial, accounting, or legal advice. Participants are advised to consult with qualified professionals before making any financial decisions. The Freelance CFO is not responsible for any actions taken based on the information provided in this course.
Get Your Questions Answered
For any general inquiries (and if you just want to talk smack about Dave Ramsey) email us at hello@thefreelancecfo.biz, or with the form below.