Tax preparation / overview
Tax Preparation
Organized preparation and filing support for individuals and businesses, with a clear path from documentation review to the next appropriate filing or planning conversation.
Indicative pricing
See approved services and tax plans
Individual services and the three approved tax plans are listed separately so scope and payment terms stay clear.
Tax preparation / overview
01RRF / advisory desk
Tax Preparation
A clear fit
Who this service may be for
01
Individuals preparing a Form 1040 or seeking ongoing tax-planning support.
02
Businesses considering return preparation, recurring filings, or an approved tax plan.
Service scope
Support may include
- 01Personal Tax Return / Form 1040 preparation support.
- 02Business tax return support for S-Corporations, C-Corporations, or Partnerships.
- 03ITIN, sales tax, payroll, bookkeeping cleanup, IRS letter, and extension filing support as separately listed services.
- 04Three approved tax plans with their own published payment disclosures.
Next steps
How it works
01
Start with a conversation about the return, filing need, or planning question.
02
Review the relevant documentation and identify the service or plan that fits the stated scope.
03
Confirm scope, pricing, applicable disclosures, and written agreement terms before work begins.
Important: Pricing and services are subject to final scope, documentation, applicable law, and written agreement. Tax-authority decisions, outcomes, processing times, savings, and refunds are not guaranteed.
Start with a conversation
Bring the questions you have.
Website information is general and does not replace individualized tax, legal, or financial advice. Scope, documentation requirements, and written agreement terms are reviewed before work begins.
Management@roderyrosarioflorimon.com
Rachel / client support: (347) 745-8290
Main: (800) 716-9719