COMPLIANCE
$500
Starting at
Included in Package
Form 1040 Tax Return Preparation
Tax Return Loom Video Walkthrough
Client Newsletter Subscription
Digital Document Storage
72-Hour Response time for “Quick Questions”
Additional Costs
Additional accounting work for 1040
Best Value
COLLABORATION
$1,000
Starting at
Included in Package
Form 1040 Tax Return Preparation
Tax Return Loom Video Walkthrough
Client Newsletter Subscription
Digital Document Storage
48-Hour Response time for “Quick Questions”
IRS Notice Assistance
Year-End Tax Planning
Additional Costs
Additional accounting work for 1040
CONCIERGE
$2,000
Starting at
Included in Package
Form 1040 Tax Return Preparation
Tax Return Loom Video Walkthrough
Client Newsletter Subscription
Digital Document Storage
24-Hour Response time for “Quick Questions”
IRS Notice Assistance
Mid-Year & Year-End Tax Planning
Additional Costs
Additional accounting work for 1040
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Pricing packages include the minimum price for each level of service.
An initial discovery call is required, then an official quote will be issued.
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For packages & projects under $1,000, a 50% nonrefundable deposit is required. The remaining balance is due prior to tax return filing or project completion.
For packages & projects over $1,000, a $1,000 nonrefundable deposit is required. The remaining balance is due prior to tax return filing or project completion.
Recurring accounting services are set up as auto ACH for the 1st of the month.
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Currently, no. However, Mazz CPA is partnered with Gusto and can help you set it up to run yourself.
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Mazz CPA exclusively uses QuickBooks online and can help set up or migrate your books.
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Mazz CPA uses a robust client portal that allows you to view status updates in real-time. A mobile app is also available!