Personal Tax Return
We’ll handle the preparation and filing of your 1040 tax return accurately, compliantly, and with a sharp eye on every deduction and credit you qualify for.
In our complimentary one-hour tax consultation, we’ll talk through your specific situation and customize a tax strategy that will serve you long into the future.
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Get ahead with smarter tax strategy.
Our tax consultants will walk you through creative strategies that could reduce your taxable income and save you thousands.
Stay compliant, minimize tax burdens, and take advantage of every opportunity with year-round tax planning support—plus secure e-filing and a digital storage account for easy document sharing.
We’ll handle the preparation and filing of your 1040 tax return accurately, compliantly, and with a sharp eye on every deduction and credit you qualify for.
We’ll file your business return with care and precision, customizing it to your entity type and uncovering opportunities to boost your tax savings.
We’ll review IRS or state tax letters and recommend the best course of action based on your situation. Additional fees may apply.
Whether you need more time or want a faster turnaround, we'll tailor your tax filing timeline—with an extension or expedited processing—to fit your schedule.
Wrap up the year with confidence. In this strategic meeting, we’ll review your finances and identify smart moves to minimize your tax bill before year-end.
Gain access to our educational video series, Facebook support group, organizer templates, welcome webinar, and more—all designed to help you feel confident year-round.
Get a welcome call with your personal tax professional plus unlimited email support—so you always have expert guidance just a message away.
If the IRS comes knocking, we’ve got your back. We’ll guide you through the process, help you respond confidently, and support you every step of the way.
We’ll manage and file payroll for your single-member S-Corporation on a quarterly basis, ensuring compliance with tax laws and avoiding penalties.
Feeling overwhelmed? No worries, we cover all of this in our complimentary one-hour business consultation.
Your tax planning service includes access to a tax portal (available via app or web browser) to securely upload, store, and access your tax documents. This encrypted platform keeps your sensitive information safe and makes it easy to stay organized.
Your tax preparation service includes tools like onboarding forms, tax organizers, and resource templates to help you gather and manage the key financial details needed for accurate tax preparation and planning.
Your tax package includes a year-end planning meeting, access to an educational tax tips video series, and membership to an exclusive online community—all designed to educate and empower you to make smarter financial decisions and reduce your tax liability.
Depending on your package, you’ll also receive audit support, quarterly payroll support (for S-corps), and unlimited email access to a tax pro. These tools help business owners stay compliant, informed, and ready for growth.
Audit support is available with certain tax prep packages. You'll also be eligible for federal and state letter reviews, accurate and compliant filings, help with reducing audit risk, and expert guidance if one occurs.
All packages include a strategic year-end planning meeting, and premium packages offer unlimited support and access to an expert tax professional—ensuring you're making smart moves all year long, not just at tax time.
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Common tax beliefs—fact or fiction
Our tax prep includes more than just filing—we help you make smart moves throughout the year. From timing expenses to planning distributions, you’ll always be one step ahead.
Doing your own taxes might seem cheaper, but without expert strategy, you could leave money on the table. A good tax pro finds deductions, credits, and savings that often outweigh the cost of their service.
Your return is only as strong as your strategy. PRIME’s tax pros specialize in business deductions and optimization, so you keep more of what you make.
Between entity structures, write-offs, and compliance rules, business taxes require a different level of expertise. PRIME makes sure nothing gets missed—and everything gets maximized.
We encourage you to be prepared with questions when you show up to your consultation! Here are a few ideas to get you started.
Choosing the right business structure is essential for optimizing your tax situation. Our business advisors can help you evaluate which entity type is going to work best for your business.
Many business owners overlook deductions like home office expenses, mileage, start-up costs, and retirement contributions. A qualified tax preparer can help identify often-missed opportunities specific to your industry and setup.
Staying informed and having a proactive tax advisor is key. Tax professionals monitor changes and can adjust your strategy in advance—whether that means shifting income, accelerating deductions, or taking advantage of temporary credits.
Keep detailed, organized records, maintain separate personal and business finances, and make timely estimated payments. A well-documented tax strategy keeps you compliant while maximizing what you can legally deduct.
Some common strategies include adjusting your business structure, deferring income, accelerating deductible expenses, contributing to retirement accounts, and tracking all eligible deductions. Meet with your tax advisor before year-end to customize your approach.
Track expenses year-round, set aside money for estimated payments, and regularly review your financials. Schedule a mid-year or year-end planning session with your tax pro to get ahead of any changes or liabilities.
Your plug-and-play business back office.