Minimize Taxes and Stay Compliant Year-Round
Tax planning and tax preparation work best when they are part of the same strategy. Fratelli CPA helps individuals and business owners navigate complex tax rules, reduce tax liabilities, and stay compliant with federal and state filing requirements.
Whether you need a straightforward tax return or ongoing tax planning throughout the year, we provide practical guidance designed to help you make informed financial decisions, avoid surprises, and keep more of what you earn.
Our goal is not only to prepare accurate tax returns, but to help you proactively plan for the future with confidence.
TAX PLANNING & PREPARATION PACKAGES
Choose the Level of Support That's Right for You
Whether you need basic tax compliance or ongoing strategic tax planning, we offer service options designed to meet your needs and goals.
Compliance - Starting at $800 Personal / $1,200 Business
For clients seeking accurate and timely tax return preparation and filing.
Includes:
• Federal tax return preparation
• State tax return preparation
• Electronic filing
• Review of supporting documents
• IRS and state notice assistance related to prepared returns
Strategy - Starting at $1,000 Personal / $1,500 Business
For clients who want to avoid tax surprises throughout the year.
Everything in Compliance plus:
• Quarterly estimated tax payment calculations
• Quarterly estimated tax reminders
• Tax withholding review
• Year-end tax planning recommendations
Advisory - Starting at $1,500 Personal / $2,000 Business
Comprehensive tax planning and advisory support.
Everything in Strategy plus:
• Tax planning meetings
• Multi-scenario tax projections
• Income growth scenario analysis
• Deduction optimization
• Entity and compensation planning
• Reasonable compensation analysis (S-Corps)
• Year-round advisory support