CONSULTING SERVICES
MADE SIMPLE
TAX RETURN REVIEW
Did you prepare your tax return and want professional verification?
Our tax review consultations allow a licensed CPA to review it before you file.
If you're unsure about your tax return and need help, Holistic Budget APC is here for you. We know tax filings can be complicated and getting it right matters. Our licensed CPA can assist you.
The Benefits of a Second Set of Eyes
Even careful individuals can make mistakes on their tax returns. Our professionals can help. In a one-hour consultation, a licensed CPA will review your tax return. This detailed check ensures accuracy, spots any errors, and gives you confidence before you file.
-
Tax Return Review
30 Minute Consultation
-
Tax Return Review
60 Minute Consultation (25% Discount)
BOOK AN APPOINTMENT
OTHER CONSULTING SERVICES
-
Consulting - $120/30 min.
Business Advice, Tax Planning, Financial Planning, Bookkeeping Skills, Payroll Questions, and Employer Benefit Programs.
This is for assessing your general questions outside of annual tax preparation. This option is meant to determine your needs and answer any questions.
-
Advisory Services - $250/hour
Let us review your policies & procedures, choosing the right employment benefits, loan agreements, and any other business evaluation services.
-
Audit Services - $250/hour
Allow us to examine your books, records, and tax returns to ensure you comply with Federal, State, and Local accounting policies and taxing authorities.