Tax Preparation, Tax Planning and Bookkeeping Services
We operate on transparent, complexity-based pricing. For all services, please inquire for price. Our fees are based on the technical depth and strategic advisory required for your unique financial situation, ensuring you invest in expertise rather than just high-volume processing. Clients seeking ongoing tax guidance throughout the year should select a planning or advisory package.
Straightforward Answers For You
No. We are a fully virtual and paperless firm. All documents are securely uploaded through our client portal and returns are reviewed digitally. Clients can complete the entire tax process from the comfort of their home.
Clients receive access to their secure portal where documents can be uploaded securely and organized in one place.
Yes. Because our firm operates virtually, we are able to work with clients throughout the United States.
Our services are offered through structured packages designed to match different levels of tax complexity and advisory needs. Individual tax return preparation begins at $750. More complex returns or clients seeking tax planning may require a planning or advisory package.
The Essential Compliance package is designed for clients who require annual tax return preparation and filing only. This package does not include tax planning or ongoing advisory support. Clients seeking strategic guidance throughout the year should consider a planning or advisory package.
If additional reporting requirements exist—such as rental properties, K-1 investments, or foreign financial accounts—additional fees may apply depending on complexity.
After onboarding through our portal: You complete a short tax organizer, upload your documents securely, we prepare and review your return, you sign electronically and we file.
Preparation timelines depend on the complexity of the return and the completeness of documentation. Most returns are completed within 2–3 weeks after all documents are received.
Client information is handled through our encrypted portal. Documents, communications, and electronic signatures are securely stored in one centralized system.
Ongoing tax advisory support is included in our Strategic Planning and Comprehensive Advisory packages. Clients in the Essential Compliance package may request consultations separately.
Our firm focuses on clients who value proactive tax planning and organized financial records. We may decline engagements that fall outside our expertise or service model.
Ready To Navigate Taxes With Clarity?
Reliable accounting solutions to help your business grow accurately.
Call: (949) 345-0598
Email: hello@getlotus.co
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