individual tax services

Concierge Style Individual Tax Advice

1040 Premium Service Package

Year-Round Guidance for Individuals and Families

As the pace of new tax legislation accelerates, tax preparation and tax planning has become more complicated for individuals with certain business, investment, or income level considerations.  At the same time, it is getting more difficult for clients to find qualified tax professionals who are willing to take “1040 only” clients.

At Schanel CPA, we are pleased to offer a subscription-based service package specifically for individuals and families who only require 1040 tax preparation but see the value in having a year-round partner for guidance and advice.   Our 1040 Premium Service Package plan starts at $150 per month and includes:

  • One post tax season review meeting
  • End of year planning meeting
  • IRS Notice Response (if necessary)
  • Dedicated point of contact
  • Payroll for household help

Ideal candidates include taxpayers with the following:

  • Schedule C – sole proprietors
  • Schedule E – rental real estate
  • C-Level Executives
  • Owner/Investors -K-1 recipients

Schanel CPA’s 1040 Premium Service Package offers more than just tax preparation; it’s year-round guidance tailored to your specific needs. Whether you’re a sole proprietor, real estate investor, or C-level executive, our team is dedicated to optimizing your tax strategy. Experience the peace of mind that comes with a knowledgeable, dedicated financial partner.

Contact Us Today to Learn More