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SERVICES

Tax Prep & Planning

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

Service Packages for Individuals and Businesses

  • Services Advisory Planning Base
    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.

  • Services Advisory Planning Base
    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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