At BPA, we believe in providing excellent services without breaking the bank.
Explore our wide range of services for individuals or business owners and
discover how we can exceed your expectations while keeping your budget in
mind. Quality service should not have a considerable price. Your satisfaction is
our priority, and we are here to deliver excellence, affordably.
Individual Taxes:
Cost: Starting at $150
Description: We cater to the needs of individuals
in managing their personal tax obligations.
We provide expert assistance in preparing and filing
income tax returns, maximizing deductions and credits,
ensuring compliance with federal and state tax laws,
and minimizing tax liabilities for our clients. We can also
provide tax needs of individuals with complex family
structures or situations. We offer guidance on issues such
as income splitting, tax implications of marriage or divorce,
child tax benefits, and other related matters to help families
optimize their tax positions and meet their obligations.
• We will eFile your taxes to the IRS & State Revenue Department • Includes W2 Forms only for the starting price (more complex returns are charged accordingly) • 1 hour consultation • Line by line review of your tax filing
Business Taxes:
Description: Business Tax services are designed to address the unique
tax challenges faced by small and medium-sized businesses. This includes
1099 filers. We provide guidance and support in preparing and filing tax
returns, managing payroll taxes, identifying eligible deductions, and ensuring compliance with business tax regulations.
• We will eFile your taxes to the IRS & State Revenue Department • Includes 1 Schedule C filing. (SMLLC, Partnerships and additional Schedule C Forms are charged accordingly) • 1 hour consultation with an Enrolled Agent • Line by line review of your tax filing • Access to our worksheets for a more accurate tax calculation
ITIN Application:
Cost: $125 plus Tax Filing Fee
Description: An Individual Taxpayer Identification Number
(ITIN) is a tax processing number issued by the IRS.
The IRS issues ITINs to individuals who are not eligible to
obtain a Social Security Number but may have a filing requirement. It is important to note that an ITIN is not a replacement. for an SSN or a work permit; it is used solely for filing purposes. In our office we assist in reviewing eligibility and prepare documentation to ensure the approval of your application. Some applications allow us to send copies and securing your original documents from being lost.
All ITIN applications, including renewals require a tax filing
as part of the application process.
• 90 Minute consultation • Tax Filing representation • Package preparation • Certified Mail Included
Business Registration:
Description: Our Corporation services provide comprehensive support for businesses seeking to establish themselves as separate legal entities. We assist in setting up corporations by guiding clients through the process of incorporating, helping them meet regulatory requirements, and ensuring
compliance with corporate laws and regulations. This service is tailored to entrepreneurs and business owners embarking on their journey of
establishing a corporation.
• 3-4 One-Hour consultations • Step-by-Step assistance in preparation for the upcoming tax filing • Corporate record book and seal • Bylaws, EIN, and Officer Registration • Assistance in identifying C Corp or S Corp compatibility
Bookkeeping:
Cost: Starting at $300 a month
Description: Our Bookkeeping services help individuals and businesses maintain accurate and organized financial records. We offer professional bookkeeping assistance, including recording financial transactions, reconciling accounts, generating financial statements, and ensuring compliance with accounting standards and tax regulations. With our assistance we provide peace-of-mind record keeping securing a positive outcome if ever there is an audit.
• Preparation of Journals and Ledgers • Preparation of Financial Statements and Reports • Bank Reconciliation • Payroll set up (owners and employees) or Management of payroll for business owners only • 1 Hour meetings monthly/quarterly depending on your package
Tax Resolution:
Cost: Starting at $900
Description: Our Tax Resolution services provide expert assistance to individuals and businesses facing tax-related challenges. We offer personalized strategies and representation to navigate through tax issues, negotiate with tax authorities, and achieve a favorable resolution. Our goal is to minimize
penalties, resolve tax liabilities, and help you regain peace of mind. Three to four 1 hour meetings may be required.
Phase 1: During this phase, we will ensure that we are a good fit for your tax resolution needs. This process consists of an initial meeting to allow the proper environment to take in information, exchange documents and questions, and create a business/client relationship. If your case is a good fit for our firm, then we will require a signed Power of Attorney to communicate with the revenue agency you seek assistance with. In this initial contact we will request transcripts and details about your case to help us with our evaluation of alternatives. In many cases, missing or required tax returns will have to be filled before completing our evaluation. This phase can take anywhere between 1 week to 3 months. Every case is different. Phase 2: During this phase our evaluation is complete, and we will review your realistic tax resolution options. This is your time to ask as many questions as possible to ensure you understand the custom resolution, we have found for your tax situation. There may be more than one option for you, and we can discuss which one is a better fit for your case. A new Power of Attorney for representation will be required and a list of requests will be made to you. The list of requests consists of current documents, financial statements, and/or personal matters that may affect your case. The more familiar we are with your personal situation, the more effective our representation will be. Some of the solutions we offer are partial installment agreements, offer and compromise, and penalty abatement. If we are presenting a particular solution to you, it is because you qualify. This phase can take between 1 week to 1 year or more. Every case is different, and many challenges are presented along the way.
Tax Plan:
Cost: Starting at $120 for Individuals and $250 for Businesses. Implementation of Tax Plan is a separate fee.
Description: Our Tax Planning services focus on developing customized strategies to minimize tax liabilities and maximize tax efficiency for individuals and businesses. We conduct in-depth analysis of financial situations, identify tax-saving opportunities, and create tailored plans to optimize tax outcomes while ensuring compliance with applicable federal and state tax laws.
• 1 hour consultation with an Enrolled Agent • Assistance with forms such as W4, K1, Basis Worksheet, and estimated tax payments • Detailed review of check stubs, financial statements, and previous tax returns • Review potential audit risks and identify any problem areas.
Non-Profit Taxes:
Description: Our Non-Profit services focus on compliance. We specialize in religious organizations, however, are not limited to them. Non-Profit annual informational tax return is required with most organizations. We provide assistance in maintaining tax exempt status.
• We will eFile your taxes to the IRS and State Revenue Department • Starting price includes informational return (990-T for unrelated business income is an additional fee) • 1 hour consultation with an Enrolled Agent • Help identify which 990 Form is applicable to your organization
Corporate Compliance:
Description: Our Corporation Compliance services help businesses adhere to the complex regulatory
requirements imposed on corporations. We assist in preparing and filing necessary documents, maintaining corporate records, ensuring compliance with reporting obligations, and staying up to date with corporate governance practices. As part of our commitment, we have developed a thorough process, which guarantees that no aspect goes missed. You can trust that your compliance process will be efficient, and receive a tailored service.
Non-profit Organization Filing:
Cost: $1,500 (plus IRS and state processing fees)
Description: Our Non-profit Organization services are designed to support tax-exempt organizations in ensuring proper entity registration. We provide assistance in obtaining tax-exemption status to those who meet all qualification requirements.
• 3-4 One-hour consultations • Step-by-Step assistance in preparation for receiving donations • Organization record book and seal • 501 (c)(3) or 501 (c)(4) recognition • State tax exemption • Bylaws, EIN, and Officer Registration
• 1 hour consultation • Review of registration of entity • Reasonable Compensation Introduction • Basis Analysis • State records review • Employee File review
Notary:
Cost: $15 per signature
Description: Our Notary services offer official notarization of documents, including Acknowledgments, Affidavits, Jurats, Oaths, Powers of Attorney, and other legal instruments. We provide a reliable and efficient notary service, ensuring the authenticity and integrity of important documents.
• 30 mins consultation • Copies kept on record • Scanned copy or faxed copy to signer or receiving agency is included • Preparation of letter is a separate fee • We cannot assist in filling out your document
Reasonable Compensation Report:
Cost: Starting at $550
Description: Our Reasonable Compensation services provide peace of mind that you are compliant with your tax obligations as a corporate shareholder. Now more than ever, the IRS is cracking down on RC requirements and has openly disclosed the efforts they will be taking to ensure officers are being
compensated properly. Our Reasonable Compensation Report provides a clear position to an IRS challenge and is an invaluable tool for planning and calculating tax liability.
• 2 One-hour consultations • Evaluation of tasks and efficiency • Clear understanding of Shareholder wages and distribution calculations • Distribution plan • Basis Worksheet Recreation
Employee Retention Tax Credits or ERTC or ERC:
Cost: Starting at $300
Description: Our ERTC services help essential businesses review their qualifications for this credit. We have helped many businesses recover valuable funds to continue operating. This credit is not a loan and does not need to be paid back, however, you must meet all the qualification requirements to file for this
credit.
• 1 hour consultation • Federal filing • Help identifying qualification • One IRS phone for update
Estate and Trust Taxes:
Cost: Starting at $300
Description: Our Estate Tax services assist individuals in filing their asset income and distributions. Estate and Trust Taxes are complex and may need further assistance of an attorney or CPA. Before filing we will ensure that we are the correct office for you for your type of estate or trust filing needs.
• We will eFile your taxes to the IRS & State Revenue Department • Starting price includes up to 3 assets and up to 2 beneficiaries (additional assets and beneficiaries will be charged accordingly) • 1 hour consultation with an enrolled agent
Audit Representation:
Cost: Starting at $1,020
Description: Our Audit services are an extension of our Tax Resolution services. All audit representations start off as a Tax Resolution case and Audit Representation is an add on service. In many instances, we may need to assist in the audit first before we can begin evaluating the cases options.
• 3-4 One-hour consultations • Document organization assistance • Power of Attorney representation • In-person IRS representation • Point of contact for the IRS agent
Amendments:
Cost: Starting at $75
Description: Our Amendment services focus on helping businesses modify and update their existing legal and operational documentation. We assist in preparing and filing amendments to tax returns, articles of incorporation, bylaws, partnership agreements, or other relevant documents. Whether it's changing corporate structure, ownership, or meeting tax obligations, we ensure the proper execution of amendments to reflect the desired modifications accurately.
• 1 hour consultation • Federal and state filing • Tax compliance assistance • Tax payment assistance • Amended Articles of Incorporation • Amended Bylaws
Power of Attorney:
Cost: Starting at $120
Description: Our Power of Attorney services facilitate our ability to inquire about your tax and financial matters on behalf of individuals or businesses. For personal matters, we provide guidance and assistance in drafting and executing power of attorney documents, ensuring clear delegation of authority, and safeguarding our clients' interests.
• 1 hour consultation • One page letter (if applicable) • One IRS or state revenue phone call (if applicable)
Registered Agent:
Cost: $125 per year
Description: As a registered agent, we are designated to receive your legal and time-sensitive correspondence pertaining to your company’s legal matters, government requirements, and urgent mail. As your registedted agent, we will notify you right away when documents arrive allowing you enough time to respond to the notice. We can be your reliable, secure and fixed physical location for all your business representation needs.
• Mail Duties • Privacy of personal physical address • Legal and Government Confidentiality • Foreign business representation
Copies:
Cost: Starting at $10
Description: Our recordkeeping has allowed us to safely provide copies to our current and past clients for over 12 years. We are required to hold tax records for a minimum of 3 years from filing or 2 years from paying a tax liability, whichever is later. Whether you’re a past or current client in the recent 3
years, all your tax records are intact. Recently, we have transferred to a digital filing system which will allow us to be a resource in recovering tax records for as long as we are in business.
• 15 minute phone call • Tax Return Copies for federal and state • Efiling transmission confirmation upon request • W2s, 1099s, and similar tax documents • Physical, digital, or fax delivery options
Personal Matters:
Cost: Staring at $60
Description: We extend our expertise beyond tax and business matters to provide comprehensive support for your personal needs. We understand the challenges that can arise in managing various personal affairs. With our dedicated team by your side, you can count on us to offer a helping hand in times of need. Whether you require guidance filing an application or a personalized letter we are here to simplify the process and ensure you receive the utmost care and attention. Rest assured that our commitment to excellence extends to every aspect of your life, and we take pride in being a trusted partner you can rely on for a broad range of personal matters.
• 1 hour appointment • Comprehensive review of the document or letter • Examples include but are not limited to translations, income verification letters, and power of attorney letters.
