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SERVICES

Tax Prep & Planning

Effective tax planning requires an ongoing, forward-looking approach rather than last-minute decisions. By evaluating financial activity throughout the year, individuals and businesses can better anticipate obligations, identify opportunities, and make informed choices that support long-term financial stability.

Tax planning is more than just filing returns — it’s a proactive strategy designed to minimize liabilities, optimize tax positions, and support your overall financial goals. At Stidd CPA, we walk clients through the complexities of federal, state, and local tax laws to identify opportunities for savings and compliance advantages. Whether you are an individual looking to maximize deductions or a business seeking strategic tax deferral and planning, our comprehensive approach helps you plan with confidence.

We begin with a detailed review of your current financial situation, considering income, expenses, entity structure, and future goals. From there, we develop a thoughtful plan that aligns with your timeline and long-term financial objectives. By focusing on both current obligations and future tax implications, our aim is to help clients retain more of what they earn while maintaining compliance with all tax requirements.

Comprehensive Tax Planning and Preparation for Individuals and Businesses

With over 20 years of experience, Stidd CPA has been a trusted tax services partner for individuals and businesses. We understand the complexities of tax laws and aim to make your financial journey smoother. I ensure your financial matters are in capable hands, offering expertise to navigate legal and financial pitfalls tied to tax returns.

For businesses, I provide comprehensive tax services, including setting up automated yet proper accounting systems, monthly or quarterly book reviews, and the production of quarterly management use reports. If your company already has an internal accountant, I can collaborate with them for a quarterly review. My goal is to provide you with the comfort of knowing your financial data is accurate and useful in running your business.

For individuals, my approach is to make the tax prep process intuitive and painless, while optimizing your tax situation through tax savings strategies, deferring income, and accelerating expenses. The secure portal ensures convenient access to your tax returns, offering peace of mind and easy document retrieval.

Tax Services

Whether you’re an individual seeking tailored tax solutions or a business in need of strategic planning, Stidd CPA is your dedicated ally in every aspect of tax preparation and planning. Trust us to be your partner in achieving financial peace of mind while you focus on what you do best – steering your business and personal finances with confidence.

Tax Preparation

Ensure your taxes are expertly prepared with our meticulous and comprehensive tax preparation services.

Secure Portal for Tax Return Access

Access your tax returns conveniently and securely through our dedicated portal, providing peace of mind and easy document retrieval.

Dedicated Accountant

Enjoy the support of a dedicated accountant throughout the year, ensuring your financial matters are in capable hands.

Secure Digital Organizer

Securely upload year end tax documents to a digital year end checklist and sign e-file authorizations electronically from anywhere.

Estimated Tax Payments

Whether it is preparation of estimated tax payments based on safe harbor or strategic estimates based on estimated taxable income, I want to make sure you are covered for the following year.

Preliminary Tax Prep Meeting

Kickstart the tax preparation process with a preliminary meeting to discuss your financial goals and gather essential information.

Full Tax Plan Report in Fall

Receive a comprehensive tax plan report, outlining strategic insights & recommendations to optimize your financial outlook for the upcoming year.

Final Return Review Meeting

Conclude tax preparation with a thorough final return review meeting, ensuring accuracy and addressing any questions or concerns.

View Pricing Options

Comprehensive tax planning starts long before filing deadlines arrive. By anticipating changes in income, credits, deductions, and regulations, you can make informed decisions that have a meaningful impact on your financial outcome. Our advisory process looks beyond the numbers to consider strategic timing, entity effects, retirement planning opportunities, and potential legislative changes that could affect your personal or business tax situation.

As part of this process, we work closely with you to develop projections, evaluate alternatives, and adjust strategies throughout the year. With nearly two decades of experience in both individual and business tax planning, Stidd CPA provides the guidance and oversight needed to simplify this often complicated process and help you achieve financial peace of mind.

Feeling overwhelmed by tax paperwork? I can help—schedule a meeting.
Meet with Brian

Service Packages for Individuals and Businesses

ServicesAdvisoryPlanningBase
Tax Preparation
Secure Portal for Tax Return Access
Dedicated Accountant All Year
Safe Harbor Estimates

N/A

N/A

Strategic Estimates
Preliminary Tax Prep Meeting
Extended Tax Summary
Final Return Review Meeting

Minimum Fee

$2,000

$1,250

$950

Minimum Tax Planning Fee

$500

$500

$500

* Base package requires clients to upload all documents to Client Collaboration.

ServicesAdvisoryPlanningBase
Tax Preparation
Secure Portal for Tax Return Access
Dedicated Accountant All Year
Safe Harbor Estimates (for C Crops & PTET)

N/A

N/A

Strategic Estimates (for C Corps & PTET)
NYS PTET Filing Assistance
Extended Tax Summary w/Key Metrics
Final Return Review Meeting

Minimum Fee for Operating Entity

$4,000

$3,500

$3,000

Minimum Fee for Holding Company

$3,000

$2,500

$2,000

Minimum Fee for Schedule C or E

$2,000

$1,500

$1,000

Minimum Tax Planning Fee

$1,000

$1,000

$1,000

Discounts available for multiple entities and or accounting and advisory services.

Feeling overwhelmed by tax paperwork? I can help—schedule a meeting.
Meet with Brian

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