Tax Planning & Tax Preparation
Not just preparing taxes based on last year but planning for future savings next year.
✓ Maximize your tax savings
✓ Discounted state tax credits
✓ K-1
✓ Schedule E ✓ Schedule C ✓ Schedule B
Our Tax Prep Process
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Help us understand your financial situation, ideally with comprehensive financial planning but at least enough for us to know what you need
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Decide if you’d like ITA to complete your return.
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Go the upload page and proceed with the next steps to securely send us your important documents.
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After we complete your return and present our findings in our final meeting we will e-file your return for you.
Pricing
Personal Tax Return $500
Schedule B $100
Schedule C $150
Schedule D $100 or $200 depending upon complexity
Schedule E $150
Schedule F $150
Form 8606 $50 each
VA Schedule CR $100
Form 1065 (Business) $750
Rentals (Form 8825) $150 each
Forms 1041/706 (Estate/Trusts) $750
Form 1120S $750
Hourly as needed (profit & loss or statement review, additional returns, IRS letters, research, stock valuation research for RSUs) $200/hr
Hourly Tax Planning (limited scope) $300/hr
Pricing
Tax Mitigation Strategies
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![A close-up of a $20 U.S. bill with Andrew Jackson's portrait and a Social Security card partially visible underneath.]()
Strategies for High Income
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![Cru Foundation logo featuring the name and a colorful cross with blue, yellow, orange, and red sections. Representing giving to Charity as a way to save on taxes and help others.]()
Donor Advised Funds - Charitable Giving
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![Diagram showing income portions taxed at different rates: the first portion taxed at 10% up to $11,000, the next portion at 12% up to $44,725, and the highest portion at 22% up to $58,000.]()
Tax Reduction Strategies
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![Logo of CoEfficiency Capital Partners who provides private real estate offerings to investors in Virginia.]()
Managing Private Investments: K-1, Schedules C & E
