One Time Projects
Tax Returns, Resolutions, & Planning
Expert tax returns, resolutions, and planning as one-time projects offer clear, accurate, and maximized financial benefits. They resolve tax issues efficiently and optimize future tax savings, providing focused support without ongoing obligations.
ONE-TIME PROJECTS
(Flat-Fee Services)
Business Tax Returns
Starts at
$1,500
S-Corp / Partnership / C-Corp
Includes year-end bookkeeping review
Individual Tax Returns
(Business or Real Estate Owners)
Starts at
$1,200
Must include Schedule C self-employment activity or Real Estate Activities
Custom Tax Planning
(Standalone Project)
Starts at
$7900
For business owners who are tired of surprises and want a clear plan to save money on taxes—before tax season hits.
1:1 Tax Strategy Session (up to 90 minutes) with a licensed tax pro
Full business + personal review (we look at entity structure, payroll setup, income streams, deductions, etc.)
Custom tax savings strategy plan
Cash flow vs tax savings analysis
Audit of past 1–2 years of tax returns to catch missed savings
Implementation checklist so you or your accountant know what steps to take next
Optional: Quote to implement strategies with TotTax
When’s the Best Time to Do Tax Planning?
Early in the year is ideal. Why? Because tax planning is a long game. Some strategies must be set up months—or even a full tax year—in advance to be effective. Planning ahead means more options, less stress, and real savings.
Tax Resolution Projects
Starts at
$2,200
We help resolve tax problems from simple IRS or State Agency notices to complex audits and multi-year issues. Common (not limited to) cases we work with include:
Back taxes owed (IRS or State)
Payroll tax problems or missed filings
Sales tax issues or audits
IRS or State DOR notices and letters
Tax liens or wage garnishments
Innocent Spouse Relief
Identity theft and fraudulent filings
Non-filed tax returns (1+ years)
Penalty abatement requests
Complex business-level resolution cases