Strategic Tax
Preparation &
Planning
Strategic Approaches to Minimize Your Tax Liabilities.
- Maximize Deductions
- Stay Compliant
- Expert Tax Planning
Select a package
Comprehensive Tax services Tailored For You
Don't let tax time stress get to you! When the time comes to file, our Tax Advisor will be there to collect all the essential documents and forms. Your Gnesist Tax Advisor will then take charge of preparing, reviewing, and filing your tax.
Tax Planning Comparison Chart
Transparent pricing for individuals & businesses.
Essential For Individual
$150 /mo
Premium For Individual
$275 /mo
Essential For Business
$450 /mo
Premium For Business
$750 /mo
Annual Tax Preparation
Individual Tax Returns – Federal, State, & Local
Business Tax Returns – Federal, State, & Local
Form W-2, 1099-INT, & Form 1099-Misc
Business Annual Reports for Each Required State
FinCEN BOI Filing Initial Report or an Update
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$40 per form
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$40 per form
$175/state + state fees
$200
$175/state + state fees
$200
Tax Planning
Design & Implement Tax Plan
Set Up of Entity Based on Tax Plan Design
Quarterly Estimated Tax Calculations – safe harbor
Retirement Contribution Calculations for Employer/Owner Only Plans
Year-End Tax Projection & Strategizing (October/November)
Mid-Year Tax Projection & Strategizing (May/June)
Pass Through Entity Tax Credit Calculations
Unlimited Updates to Your Tax Projections
IRS Account Monitoring for Notices & Correspondence
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5 Max
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Support
Unlimited Support – Phone, Email, chat in client portal
Prioritized Communication System
24/7/365 Access to Secure Digital Document Storage & E-Signatures
Client Mobile App w/ Scanner, Chat, Invoicing, Questionnaires
VIP – Saturday Appointments
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"It's not what you make that matters, it's what you keep" - your true financial success isn't solely determined by how much money you earn, but rather by how much of that money you are able to save and accumulate over time
Strategic Savings
Choose the services that best suits your business
Tax Preparation
Professional, stress-free tax preparation for individuals and businesses. Our experts ensures your returns are accurate and compliant.
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Maximized Deductions
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Accurate Filing
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Personalized Service
Tax Planning & Advisory
proactively manage your tax obligations, optimizing your financial strategies to minimize tax liabilities.
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Comprehensive Analysis
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Year-Round Support
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Strategic Tax Savings
Sales Tax
We take the complexity out of sales tax management, so you can focus on growing your business.
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Accurate Tax Calculation
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Timely Filings
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Audit Support
Professional journey
Company onboarding timeline
We are dedicated to providing clarity and efficiency right from the beginning. Our organized timeline ensures new clients transition smoothly into our tax services, with well-defined steps and expectations.
Online Self-Service Questionnaire and Purchase
Clients complete an online self-service questionnaire to provide initial information about their tax needs. Afterward, they can purchase the appropriate tax packages directly from our site.
Milestone 1
Documentation Collection
Collect all necessary documents and information.
Milestone 2
Tax Preparation and Review
Prepare the client’s tax documents based on the collected information. Conduct a thorough review to ensure accuracy and compliance with tax regulations.
Milestone 3
File the Client’s Tax
File the client’s tax returns and provide continuous support for any follow-up questions or additional tax-related needs throughout the year if applicable.
Milestone 4