Tax Preparation Services

Get the help you need with great service from our experienced tax professionals. Our tax preparation services include the following for your convenience:

  • You can either schedule a virtual appointment with your tax pro, or you can schedule an in-person appointment at our physical office in Turlock if you are local. We can prepare taxes in all 50 states, we have clients in 20+ states so far.

  • You will have access to your tax documents through our online document portal in case you need them throughout the year.

  • You will also be able to review your tax return and sign it directly from your smart phone, tablet, or computer with out having to interrupt your busy schedule or leave the comfort of your home.

  • Hablamos Español! All of our staff is fully bilingual.

A final copy of your tax return will be provided once you sign you tax return and e-filing will be completed once your balance is paid in full.

Simple Tax Return $165-$205

For clients with simple personal tax situations who are W2 employed, have no other sources of income, and do not itemize. This service includes: Federal 1040, corresponding personal forms/schedules, and state forms.

Examples of who would chose this service:

  • Someone who is filing single and has a W2 job with no other income.

  • Someone who is filing Head of household with a W2 job, dependents, and no other income.

  • A married couple with W2 jobs, dependents, and no other income.

 

Personal Tax Return $275-$475

For clients with more complex personal tax situations, who are not self-employed but may have additional sources of income like stocks, dividends, or crypto. This service includes: Federal 1040, corresponding personal forms and schedules, state forms, and Itemizing(Schedule A) if needed. Either schedule listed or a combination of the following schedules listed; Schedule B Interest and Ordinary Dividends, Schedule D Capital Gains and Losses, Schedule K-1, etc.

Examples of who would chose this service:

  • Someone who is filing single and has a W2 job but also sold stocks or cryptocurrencies.

  • Someone who is filing head of household with a W2 job, dependents, and sold stocks or cryptocurrencies.

  • A married couple with W2 jobs and dependents, who also sold stocks or cryptocurrencies

  • Any filing status that needs to Itemize or has dependent care expenses.

 

Sole Proprietor Tax Return $495+

For clients who are self-employed ( Sole Proprietors) and/or own Real Estate (except partnerships, scorp, corp). Our areas of experience are service based businesses in industries such as: Construction, General Contracting, Painting, Home Inspecting, Pest Control, Real Estate, Financial Services, Barbering & Beauty, Consulting, Health and Fitness, & more. This service includes: Federal 1040, corresponding personal forms and schedules, state forms, Itemizing(Schedule A) if needed. Either schedule listed or a combination of the following schedules listed; Schedule B Interest and Ordinary Dividends, Schedule C-Profit or Loss from Business, Schedule E-Income or loss from Rental Real Estate, Schedule F-Profit or Loss from Farming, Schedule D Capital Gains and Losses, Schedule K-1, etc.

Examples of who would chose this service:

  • Any filing status where the taxpayer or/and the spouse is self-employed (sole proprietor).

  • Any filing status where the taxpayer or/and the spouse owns real estate rentals and is not a partnership, scorp, or corp.

  • Any filing status where the taxpayer or/and the spouse is self-employed (sole proprietor), and also sold stocks or cryptocurrencies.

  • Any filing status where the taxpayer or/and the spouse is self-employed (sole proprietor), has a W2 job, has dependents, and sold stocks or cryptocurrencies.

  • Anyone filing status were the taxpayer or/and spouse is self employed (sole proprietor or/and owns real estate, and that needs to Itemize or has dependent care expenses.

We work by appointment only, please book your appointments in advance by using the button below. (After you book your appointment keep an eye out for emails from us).

*For Partnerships, Corporations, or SCorporations: We strongly believe those types of returns deserve the highest level of attention and full range services, therefore our Platinum Package (see below) is the package best suited for those type of tax returns.

 

Our Business Service Packages

At FS Tax Service we believe in building relationships with each one of our clients. We understand that you are at probably in the stage of your business where you need help, are probably overwhelmed and you want to buy your time back. You want the freedom you worked so hard for when you decided to become a business owner. We also know that you want more than just tax preparation. You want a trusted source when you have tax questions, you want to reduce the amount of taxes you are paying, and you want someone to help you with the complicated tax stuff. That is why we have created the business service packages below. Hablamos Español!

Each Package below includes a complimentary tax assessment of your prior year taxes!

The Silver Package

This is a great starter package for self employed individuals who’s business is taxed as a sole proprietorship. Additionally if you have a regular day-job but also have a side gig, invests into different assets, or have a mixture of incomes, then this is the starter package you’ve been looking for.

  • Year Round Tax Planning Sessions

    • Want to lower your taxes and increase your tax savings? During our Tax Planning Sessions we go over your current tax situation and address all of your questions. Then we make suggestions on how to legally lower your taxes using various tax strategies available to you that are based on your specific situation. We also provide action steps to take to implement these strategies and schedule follow up sessions to check your progress. Additional Tax Planning Sessions can be scheduled at no extra cost as part of this package.

  • Year round Tax Pro access

    • Get unlimited consultations with us at no additional costs to you! Send us an email or text with your tax questions or simply schedule a phone/video/in-person appointment with us so we can answer your questions. We do not simply disappear after tax season like some firms, we are here to help you year round.

    • Receive a tax notice/letter from the IRS or the State? No worries, we help you understand why you received the notice/letter and guide you on how to respond.

  • Tax return preparation

    • Preparation and e-filing of one Individual Income Tax Return, including State and all other 1040 related tax forms if needed, for example Schedule C/E/F/D/State SMLLC Form if needed.

  • Tax Extensions

    • Preparation and filing of tax extensions for both Federal and State if needed.

  • Quarterly Estimated Tax Payments

    • We will help you calculate and set up your estimated quarterly tax payments with the IRS and State if needed. *Only available if you select the automatic estimated tax payment withdrawal option during your tax preparation with us.

  • Secure Online Document Portal

    • Upload your tax documents to us from the comfort of your home using your computer or smart phone. With our secure document portal you will also have access to your tax documents year round in case you need them or lose the original copies.

  • E-signature for tax documents

    • Review your tax return and sign it directly from your smart phone, tablet, or computer with out having to interrupt your busy schedule. No need to print documents or leave the comfort of your home!

  • Exclusive Client Newsletter

    • Receive Tax updates, News, and helpful tax worksheets and guides through our exclusive client newsletter.

$275 Per Month

Interested in this Package? Please message us to schedule a follow up call.

The Gold Package

This Package is for Self-Employed clients who have a company that is taxed as a Sole Proprietorship and are in need of more than the basics. The Gold Package package includes bookkeeping services and year round Tax Pro access with unlimited consultations. *Payroll for employees can be added if needed at an extra cost. We use the accountant version of QuickBooks for Bookkeeping and Payroll services, QuickBooks subscription fees are not included in our pricing.

  • Year Round Tax Planning Sessions

    • Want to lower your taxes and increase your tax savings? During our Tax Planning Sessions we go over your current tax situation and address all of your questions. Then we make suggestions on how to legally lower your taxes using various tax strategies available to you that are based on your specific situation. We also provide action steps to take to implement these strategies and schedule follow up sessions to check your progress. Additional Tax Planning Sessions can be scheduled at no extra cost as part of this package.

  • Year round Tax Pro access

    • Get unlimited consultations with us at no additional costs to you! Send us an email or text with your tax questions or simply schedule a phone/video/in-person appointment with us so we can answer your questions. We do not simply disappear after tax season like some firms, we are here to help you year round.

    • Receive a tax notice/letter from the IRS or the State? No worries, we help you understand why you received the notice/letter and guide you on how to respond.

  • Tax return preparation

    • Preparation and e-filing of one Individual Income Tax Return, including State and all other 1040 related tax forms if needed, for example Schedule C/E/F/D State SMLLC Form if needed.

  • Tax Extensions

    • Preparation and filing of tax extensions for both Federal and State if needed.

  • Quarterly Estimated Tax Payments

    • We will help you calculate and set up your estimated quarterly tax payments with the IRS and State if needed. *Only available if you select the automatic estimated tax payment withdrawal option during your tax preparation with us.

  • Sole Proprietor Bookkeeping

    • Monthly Bookkeeping Services.

    • Includes meeting virtually twice a year to go over your income and expenses.

    • Factored in price is for self employed bookkeeping, up to 4 bank accounts. *Catch up bookkeeping is extra.

  • Secure Online Document Portal

    • Upload your tax documents to us from the comfort of your home using your computer or smart phone. With our secure document portal you will also have access to your tax documents year round in case you need them or lose the original copies.

  • E-signature for tax documents

    • Review your tax return and sign it directly from your smart phone, tablet, or computer with out having to interrupt your busy schedule. No need to print documents or leave the comfort of your home!

  • Exclusive Client Newsletter

    • Receive Tax updates, News, and helpful tax worksheets and guides through our exclusive client newsletter.

$795 Per Month

Interested in this Package? Please message us to schedule a follow up call.

The Platinum Package

This package is for companies that are taxed as Partnerships or S-Corporations and who require tax, bookkeeping, payroll, and other business services. *We use the accountant version of QuickBooks for Bookkeeping and Payroll services, QuickBooks subscription fees are not included in our pricing.

  • Year Round Tax Planning Sessions

    • Want to lower your taxes and increase your tax savings? During our Tax Planning Sessions we go over your current tax situation and address all of your questions. Then we make suggestions on how to legally lower your taxes using various tax strategies available to you that are based on your specific situation. We also provide action steps to take to implement these strategies and schedule follow up sessions to check your progress. Additional Tax Planning Sessions can be scheduled at no extra cost as part of this package.

  • Year round Tax Pro access

    • Get unlimited consultations with us at no additional costs to you! Send us an email or text with your tax questions or simply schedule a phone/video/in-person appointment with us so we can answer your questions. We do not simply disappear after tax season like some firms, we are here to help you year round.

    • Receive a tax notice/letter from the IRS or the State? No worries, we help you understand why you received the notice/letter and guide you on how to respond.

  • LLC, S Corp, or Corp Tax Preparation

    • Preparation and e-filing of Federal forms, State forms, and Distribution of K1's.

  • Personal Tax Return Preparation

    • Preparation and e-filing of the personal tax returns for the shareholders/members of the business for the current year. (2 max)

  • Tax Extensions

    • Preparation and filing of tax extensions for personal and business taxes if needed.

  • Quarterly Estimated Tax Payments

    • We will calculate and help you set up your estimated quarterly tax payments with the IRS and State if needed. *Only available if you select the automatic estimated tax payment withdrawal option during your tax preparation with us.

  • 1099 Form filing

    • Form 1099NEC online delivery for up to 5 recipients.

  • Payroll Services

    • Setup and run payroll for up to 5 employees, distribute W-2’s digitally.

  • Bookkeeping

    • Monthly Bookkeeping Services.

    • Includes meeting virtually twice a year to go over your income and expenses.

    • Factored in price is for up to 4 bank accounts. *Catch up bookkeeping is extra.

  • Secure Online Document Portal

    • Upload your tax documents to us from the comfort of your home using your computer or smart phone. With our secure document portal you will also have access to your tax documents year round in case you need them or lose the original copies.

  • E-signature for tax documents

    • Review your tax return and sign it directly from your smart phone, tablet, or computer with out having to interrupt your busy schedule. No need to print documents or leave the comfort of your home!

  • Exclusive Client Newsletter

    • Receive Tax updates, News, and helpful tax worksheets and guides through our exclusive client newsletter.

$1095 Per Month

Interested in this Package? Please message us to schedule a follow up call.

 

Tax Advisory Services

Consultation — $195 During our consultation I will use my 10+ years of experience in the tax industry and my resources to answer your tax and business questions.

Tax Planning Session — $495 This session is perfect for new and existing business owners who feel like they are paying too much in taxes and need help lowering their tax burden. After this session you will feel confident in the future of your tax situation. During our tax planning session we ask you questions to learn more about your tax situation. We then make suggestions on how to legally lower your taxes using various tax strategies that we have helped many of our clients implement.

Other Services

We offer other standalone services for both individuals and small business owners. For these services, please message us to schedule an appointment.

Bookkeeping — $500+ Per month. Monthly Bookkeeping Services include meeting virtually twice a year to go over your income and expenses. Factored in price is for self employed bookkeeping, up to 4 business bank accounts. *Catch up bookkeeping is extra. We use the accountant version of QuickBooks for Bookkeeping and Payroll services, QuickBooks subscription fees are not included in our pricing.

1099 Filing —$195 setup fee then $45 for each 1099 form filing. We setup your contractors profiles in our system and then electronically file their form 1099NEC for you. We then distribute their 1099 form electronically to them.