Pricing
Tax Preparation Packages
We competitively offer a simple fee range for packages of $525-$2,650 for most personal tax returns. You will be provided with a personalized assessment of your tax situation and an estimated fee will be provided to you. Your fees will need to be agreed upon before we begin the preparation of your taxes. If the amount of time required increases based on additional information not discussed during the tax assessment, you will be advised of the increase of fees which will need to be agreed upon before moving forward with tax preparation. See our unique bundled services below:
Essential Package
$ 525.00
Ideal for Individuals with W-2 Federal & State return
Start Now- Up to 5 W-2's & 1099's. Includes 1 State tax filing
- Secure Client Portal
- Access to tax courses, tools, and more!
- Email Support
- End of year tax service
Professional Package
$ 1,350
Comprehensive tools for growing individuals or businesses. Optimize your processes and productivity with our tailored solutions. Includes Essential Package +
Start Now- Up to 5 Additional tax forms & documents (1098, 1099, child tax credit, etc)
- Access to 2 Premium Add On
- Email and phone support
- Quarterly tax service
Diamond Package
$ 2,650
Advanced solution for individuals looking for cutting-edge features and top-tier support for maximum performance.
Contact Us- High income (Rentals, Business, Entrepreneurs)
- Access to All Premium features
- Follow up tax summary video explaining tax return
- Priority Email and Phone Support
- Monthly Tax Service
Tax Packages Include
&c4=o-color-4&c5=o-color-5)
Full Itemized Deductions
We assess your unique situation and the information you provided to legally claim all tax deductions available to you&c4=o-color-4&c5=o-color-5)
W4 Updates
Complimentary review of current paystub to manage tax withholdings&c2=rgba(0,0,0,.5)&c4=o-color-4&c5=o-color-5)
Tax Payments
Enjoy stress free tax payments&c2=rgba(0,0,0,.5)&c4=o-color-4&c5=o-color-5)
Handle Tax Correspondence
If necessary, we review IRS or State notices, explain what they mean and provide next steps
Full Credit Optimization
We assess your unique situation and the information you provided to legally claim all tax credits available to you
Complimentary Quick Chat
We want to encourage open and frequent communication with our clients for those unscheduled tax questions through email (72 hours) or calls (15 minutes)
Video Delivery
Enjoy a convenient personalized video explanation of any balance due/ refund, key numbers, and what to do next.
Rest assured
We will provide you the timely confirmation details that your tax documents were successfully transmitted to taxing agencies Premium Add On:
Advanced Tax Strategy
We assess your unique situation with a full tax planning session which includes: Income shifting, entity structure review, retirement optimization, and other advanced deductions !
Strategic KPI Overview
We can help develop systems where they are meaningful and value adding to operational decisions. We also make recommendations for the following; insurance, taxes, financials, investments , retirement, estate
Tax Planning
Forecast your income tax liability for the coming year and incorprate Tax Minimization strategies .
Tax Manager
We assign you an Enrolled Agent who will keep a power of attorney on file and provide unbiased education, and hold you accountable to your goals, build the right money mindset and habits then equip you with the tools, processes, and resources to reach your financial and life goals.
Todos los productos
Bookkeeping
Morales Tax Group is a full service tax accounting firm providing our community with helpful insights and professionalism in the complex world of Taxation. Our mission is to
provide knowledge to those who show interest in moving their small business to a successful career. We provide tools and guidance to businesses as well as those running the businesses.
provide knowledge to those who show interest in moving their small business to a successful career. We provide tools and guidance to businesses as well as those running the businesses.
Essential
$ 525
/ month
Perfect for Freelancers, Small businesses, startups, and individuals needing essential services.
Start Now- Quickbooks Set up & onboarding
- Monthly Financial Reports
- Tax Compliance Support
- Client Portal
Growth
$ 1,350
/ month
Growing businesses needing advanced services and more frequent support.
Start Now- Complete CRM for any team
- Access all modules
- Limited customization
- Email support
Professional
$ 2,650
/ month
Established businesses requiring full-service accounting, compliance, and
strategy.
Contact Us- Unlimited CRM support
- All modules & features
- Unlimited customization
- 24/7 toll-free support
Consultations
Get insight on what your numbers mean every month.
Specialized Chart of Accounts
Enjoy fast, free shipping on all orders, no minimum, no hidden fees.
Back office Support
Invoicing, paying bills, contracts and proposals
Tax Reporting
IRS, EDD, Sales Tax Premium Add on:
1099 Subcontractors
Manage, track and comply with federal and state obligations regarding subcontractors.
Free shipping
Enjoy fast, free shipping on all orders, no minimum, no hidden fees.
Secure payment
Your information is protected with encrypted checkout and trusted payment methods.