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Tax Return Preparation

Offering a robust line of productsto meet your personal and business needs

Tax Return Preparation

Tax Return Preparation

Filing your taxes does not have to be a messy, complicated process. Recent tax reform and growing complexity from gig jobs, rentals, and business ventures can make calculating your tax return an overwhelming task.

At Polygon Advisory Group, we have combined technology with human intelligence to make the tax preparation process seamless and stress-free. Our high-quality tax preparation services are tailored to meet your individual needs.

We provide preparation services for a wide range of tax returns, including business and personal returns.

Please see our packages below:

1040 pricing

Bronze

  • Preparation of 1040 & resident state return

*Audit Protection available

Starting at $750

Silver

Includes Bronze plus:

  • Audit Protection
  • Additional Zoom/phone consultation (up to 1 hr)

Starting at $1150

Gold

Includes Silver plus:

  • Annual strategy meeting

Starting at $1650

*Audit protection includes first 2 hours of billable time to respond to IRS or state tax agency notices. For Bronze plan, add on 20% of total cost ($150). Included in Silver and Gold plans.

Additional fees apply for the following forms and schedules:

  • Schedule C
    • Self-employment income: $200
  • Schedule D/Form 8949
    • Stock/Asset sale (billed per trade): $1
  • Schedule E
    • Rental real estate: $150
  • Schedule E Part II
    • Per K-1: $25
  • FinCen114
    • FBAR (Foreign bank accounts: $125
  • Form 8939
    • Specified foreign asset reporting: $125
  • Form 2555
    • Foreign-earned income exclusion: $125
  • Additional state returns: $125

Business tax pricing

Bronze

  • Preparation of business tax return (1120, 1120S, 1065, 990 series)
  • Review of books & annual account cleanup
  • Mid-year meeting

Starting at $1750

Silver

Includes Bronze plus:

  • Year-end meeting
  • Audit protection*

Starting at $2325

Gold

Includes Silver plus:

  • Reasonable compensation analysis and KPI reports

Starting at $3025

*Audit protection includes first 2 hours of billable time to respond to IRS or state tax agency notices. Included in Silver and Gold plans.

Additional fees apply for the following forms and schedules:

  • Schedule K-1
    • Billed per form in excess of 5: $50
  • Schedule D/Form 8949
    • Stock/Asset sale(billed per trade): $1
  • Additional state returns: $125

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