Hi, I'm Tyler Otto, owner of Specialty Bookkeepers & Tax.
Thank you for your interest in working together. I would be happy to see if our services are a good fit for your needs!
To sign up, click Let's get started to create a secure client portal at our website.
When asked which services you'd like, please be sure to select Income Tax Preparation.
Once you create an account, you will immediately receive our Client Application in our secure portal that will collect some helpful information that I need to determine how I can support you and your business.
My team and I look forward to connecting with you!
Simple
Individual Tax Return, Preparation, and E-File
Automated Tax Due Date Reminders
Email & Chat Support
Secure Document Management Portal
Tax Document Questionnaire and Organization
Recorded Video Walkthrough of Tax Returns
Advisory
Quarterly Tax Planning Consultation
Tax planning Dashboard Updated Monthly
Reasonable Compensation Study
Amended Tax Return Preparation for any reason
Other Tax/Financial Advice
Simple
Individual tax return, preparation, and e-file
Automated tax due date reminders
Email & Chat
Support
Secure Document Management Portal
Tax Document Questionnaire and Organization
Recorded Video Walkthrough of Tax Returns
Advisory
Quarterly Tax Planning Consultation
Tax planning Dashboard Updated Monthly
Reasonable Compensation Study
Amended tax return preparation for any reason
Other tax/financial advice
Personal Returns starting price includes Form 1040, Schedule A, and Schedule 1.
Business Returns starting price includes Forms 1065 and/or 1120(s), as well as K-1s.
Standard
Includes everything in
Simple plus:
Annual Tax Planning Consultation
-
Reach out at any time
(72-hour response time)
-
1099s for business
-
Financial advisor meeting
-
Amended tax return preparation for corrected forms only (K-1s, 1099s, W-2s, etc.)
Advisory
Includes everything in Standard plus:
Quarterly Tax Planning Consultation
-
Tax planning Dashboard Updated Monthly
-
Reasonable Compensation Study
-
Amended tax return preparation for any reason
-
Other tax/financial advice
Simple
Individual tax return, preparation, and e-file
-
Automated tax due date reminders
-
Email & Chat
Support
-
Secure Document Management Portal
-
Tax Document Questionnaire and Organization
-
Recorded Video Walkthrough of Tax Returns
Standard
Includes everything in
Simple plus:
Annual Tax Planning Consultation
-
Reach out at any time
(72-hour response time)
-
1099s for business
-
Financial advisor meeting
-
Amended tax return preparation for corrected forms only (K-1s, 1099s, W-2s, etc.)
Advisory
Includes everything in Standard plus:
Quarterly Tax Planning Consultation
-
Tax planning Dashboard Updated Monthly
-
Reasonable Compensation Study
-
Amended tax return preparation for any reason
-
Other tax/financial advice
Personal Returns starting price includes Form 1040, Schedule A, and Schedule 1.
Business Returns starting price includes Forms 1065 and/or 1120(s), as well as K-1s.