Whose return is it?

Step 2 of 2

This sets the level of work, not the price — we quote that once we have seen a year.

Just my personal returnWages, investments, and self-employment, rental or farm income if you have it.
My personal return, with more support through the yearAdds a second meeting in the year plus accounting, payroll and 1099 help.
My business and my personal returnBoth returns, a year-end meeting and quarterly accounting check-ins.
My business, with the books and payroll handled tooEverything above, with the running work off your desk.
I want the planning built in, not just the filingMaintenance and advisory in one engagement, meetings already on the calendar.

Based on your answer

Individual — Essential

The baseline for an individual return that carries self-employment, rental or farm income.

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Based on your answer

Individual — Full

The individual return with a second tax meeting added mid-year, so planning happens twice rather than once.

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Based on your answer

Business — Essential

For an owner-managed company: both the business and personal returns each year, a tax meeting in the fourth quarter while there is still time to act on it, a review of the return before it goes out, and a quarterly accounting check-in so the books do not drift.

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Based on your answer

Business — Full

Our most complete compliance level for an owner-managed company.

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Based on your answer

Ongoing advisory

Ongoing advisory — advisory engagements at Reed & Company CPAs, Lafayette, Indiana.

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Pick the closest match — nothing is submitted, and you can change it.

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