Tax Planning & Preparation
Strategic Tax Solutions for Individuals & Small Businesses
At Mountain Bookkeeping & Tax Solutions, we take a proactive approach to tax planning—helping individuals and business owners reduce tax liability, maximize deductions, and stay ahead of tax season stress. Whether you’re a small business owner, a freelancer, or managing a growing enterprise, we tailor custom tax strategies that fit your financial goals.
Individual Tax Returns
For freelancers, self-employed professionals, and W-2 employees
Starting at $300
Federal & State Tax Filing
Standard & Itemized Deductions
Tax Credits (Child Tax Credits, Education Credits, etc.)
E-filing & Direct Deposit Setup
optional Add-ons
Self-Employed / 1099 Income – $150+
Rental Property Income (Schedule E) – $100 per property
Stock & Crypto Transactions – $50+
Small Business Tax Returns
For small business owners, contractors & partnerships
Starting at $750
Business Federal & State Tax Filing (Forms 1120, 1120S, 1065)
Profit & Loss Review for Deductions
Depreciation & Asset Reporting
Quarterly Estimated Tax Calculation
E-filing & Compliance Checks
optional Add-ons
Multi-State Filings – $150 per additional state
Payroll Tax Filing – $75 per employee
Sales Tax Filing – $50 per return
Tax Advisory & Planning
For business owners & high-net-worth individuals
Starting at $150/hour
Tax Advisory Sessions — $150/hour
Tax Planning Sessions — $200/hour
Proactive Tax Reduction Strategies
Retirement & Investment Tax Planning
Quarterly Tax Review Meetings
Entity Structure Optimization
IRS Audit Support (Limited)
optional Add-ons
Full IRS Audit Representation – Custom Quote
Exit & Succession Planning – Custom Quote