Tax Services
A NEW ERA OF TAX SERVICES IN TAMPA BAY
CPA Tax Services with New Virtual Options
We are committed to recognizing and responding to the distinctive requirements of each individual when it comes to tax services, which is why we’ve embraced the convenience of virtual service options.
Whether you favor in-person consultations at our Brandon office or prefer the flexibility of virtual meetings, our proficient team of tax specialists is always ready to provide the assistance you require. We leverage cutting-edge technology for seamless communication with our clients.
Our suite of virtual services comprises:
- Virtual Consultations: Connect with our expert team to discuss your tax needs and get your queries addressed via phone, email, or video conference.
- Remote Tax Preparation: Avoid the inconvenience of in-person visits with our remote tax preparation service that saves you both time and money.
- Virtual Tax Planning: Tailor-made tax strategies designed to meet your unique goals, available virtually to accommodate your schedule and location.
- Secure Document Exchange: Our robust online portal provides a safe platform for sharing and receiving documents, ensuring your data’s privacy and security at all times.
Of course, we also warmly welcome clients who prefer traditional, face-to-face interactions. Our professional team in Brandon, FL is more than ready to cater to your preferences and provide top-notch service.
At C.S. West & Associates, PA, we’re passionate about simplifying the tax preparation and planning process, irrespective of your location or preferred method of interaction. Don’t delay – get in touch with us today to arrange a consultation and find out how we can fulfill your tax needs with efficiency and expertise.
TAX PREP FEES
Individual Preparation & Filing
Pricing subject to change, adjusted to meet your needs and discounted when multiple services utilized. We will work with you to determine how we can work together to meet your tax and accounting needs. Fees are determined and agreed upon once ALL information is received and prior to beginning any work. Tax preparation fees do not include audit support.
Personal Federal Income Tax Preparation
1040 return and related statements such as schedule B, D, etc.
Starts at $450
Schedule C and E Income Tax Preparation
1040 return and related statements such as schedule C and Schedule E
Starts at $850
Personal Federal AMENDED Income Tax Preparation
If you need to amend a previous tax return
Starts at $450
50% OF FEE IS DUE PRIOR TO WORK BEGINNING. BALANCE IS DUE WHEN DRAFT IS PROVIDED. FINAL COPY AND E-FILING WILL NOT BE PROVIDED UNTIL BALANCE IS PAID.
Business Preparation & Filing
Pricing subject to change, adjusted to meet your needs and discounted when multiple services utilized. We will work with you to determine how we can work together to meet your tax and accounting needs. Fees are determined and agreed upon once ALL information is received and prior to beginning any work. Tax preparation fees do not include audit support.
Business Federal Income Tax Preparation
- C-Corporations
- S-Corporations
- Partnerships Returns
- Exempt Organizations
- Trusts
- Estates
Starts at $1350
50% OF FEE IS DUE PRIOR TO WORK BEGINNING. BALANCE IS DUE WHEN DRAFT IS PROVIDED. FINAL COPY AND E-FILING WILL NOT BE PROVIDED UNTIL BALANCE IS PAID.
HOW OUR TAX PREPARATION FEES WORK
Unlike many firms, we do not charge by the hour or by the form. We provide upfront pricing, which means you will know and agree to our fee prior to us beginning any work or you making any commitment.
Once we have all material information required to prepare the return or project, we determine our fee based on your unique tax and accounting needs. Fees come down to the time it will take us to prepare, review and finalize the return or project based on the complexity of the services needed.
We ask for 50% of the fee prior to beginning any work and the balance after we provide you with a draft. We DO NOT offer refund anticipation loans.
OUR TRIPLE GUARANTEE
Assistance
We are available year-round to answer any tax questions you may have. Should your income tax return be audited, we will help you prepare for the audit and serve as your advisor (not your legal representative) throughout the audit process. If you should require or request that we represent you, we will be glad to do so for an additional charge.
Accuracy
Thorough employee training and double-checking of every return safeguards the accuracy of your tax return. However, if we make an error we will correct our error and reimburse you for any penalties and actual interest damages you incur. You will still be responsible for any additional taxes that would have been due had the error not been made.
Satisfaction
If you are not pleased with the service you receive in the preparation of your tax return(s) and you choose to neither file them nor allow us to redo them, we will refund your fee in full. Discontent about your tax refund or tax liability does not qualify for a refund. Addtionally, lack of preparation and non-communication on your part does not qualify.
ADDITIONAL SERVICES
Tax Planning
We offer separate tax planning sessions starting at $2,500
Tax Audit Assistance
Received a tax notice or need help with a federal/state audit? We provide assistance for all types of tax issues.
YOUR TAX RETURN PROCESS
WHAT TO EXPECT
You complete the Tax Organizer in your secure client portal.
Upload all tax documents to secure client portal (www.cswestcpas.com & select Tax Portal)
For Business Returns, grant us access in your QuickBooks Online acct or upload Trial Balance in Excel in secure client portal.
Note: If you need a tax filing extension for 2023, you must request an extension in writing, send all extension requests to info@cswestcpas.com.
Our Tax preparer starts your return once Step 1 & 2 are completed.
Note: We will not start your return until we receive all pertinent documents.
C.S. West & Associates, PA alerts you that the return is ready for review/approval.
C.S. West & Associates, PA provides you with a copy of the return to review in the portal for you review & sign electronically. Remaining balance will be processed with information on file.
C.S. West & Associates, PA schedules virtual meeting (by request only).
C.S. West & Associates, PA uploads final copy of the Tax return in your client portal within three days.