PLANS & SERVICES

Transparent pricing
‍thoughtful guidance.

Every business is different, and so are its tax needs. Some clients simply need reliable tax preparation. Others are looking for proactive planning or ongoing advisory support.

Our pricing reflects the level of guidance and complexity involved, helping you choose the support that's right for your business today and as it continues to grow.

SCHEDULE A COMPLIMENTARY TAX STRATEGY EVALUATION

Not sure where to begin?

You don't need to know which service is right for you before reaching out. We'll start with a conversation, learn about your business, and help you determine the level of support that best fits your goals.

Handle.

Tax Preparation

For clients looking for accurate tax preparation and compliance.

Includes:
● Individual tax returns
● Business tax returns
● S Corporation returns
● Partnership returns
● Schedule C
● Schedule E
● Federal and state filing
● Prior-year returns

Best for Business owners who want peace of mind knowing their taxes are prepared accurately and on time.

Think.

Proactive Tax Planning

Looking beyond tax season to help you better understand your options and plan ahead.

Includes:
● Tax projections
● Entity analysis
● Retirement planning
● Deduction planning
● Estimated tax planning
● Income planning
● Written tax roadmap

Best for Business owners who want year-round guidance instead of once-a-year tax preparation.

Activate.

Strategy Implementation

Helping you put agreed planning strategies into practice with ongoing support and coordination.

This may include:
● S Corporation implementation
● Payroll coordination
● Retirement plan coordination
● Accountable plans
● Multi-year cleanup
● Ongoing advisory

Custom engagement
‍Because implementation needs vary from business to business,
we'll provide a personalized proposal after your Tax Strategy Evaluation.

Best for Business owners ready to move from planning to implementation.

Which level of support is right for you?

If you're looking for...

We recommend...

Annual tax
preparation

Handle

A more proactive approach to taxes

Think

Help implementing tax strategies

Activate

Ongoing guidance as your business grows

Activate + Advisory

Frequently Asked Questions

Why do some services start at a base price?

Every business is unique. The complexity of your tax situation, business structure, and reporting requirements may affect the scope of work. We'll always discuss pricing with you before any engagement begins.

Do I need tax planning if I already have an accountant?

Many clients come to us because they're looking for proactive planning in addition to tax preparation. During your Tax Strategy Evaluation, we'll help you determine what type of support may be appropriate for your situation.

What happens during the Tax Strategy Evaluation?

It's an opportunity to learn about your business, discuss your goals, answer your questions, and determine which level of service may be the best fit.

Can I start with tax preparation and upgrade later?

Absolutely.

Many clients begin with tax preparation and later decide they'd like more proactive planning or implementation support as their businesses evolve.

Let's find the right level of support for
‍your business.

SCHEDULE a complimentary tax strategy evaluation

Holistic Tax Advisors LLC
515 W 41st St. Ste 1248, Sioux Falls, SD 57105
801-382-7936
contact@holistictaxadvisors.com

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Why Holistic Tax Advisors?

Disclaimer: The information provided on this website is for general informational and educational purposes only and should not be construed as tax, legal, accounting, or financial advice. Any tax strategies discussed may not be suitable for every individual or business and depend on each taxpayer's unique circumstances. Past results do not guarantee future outcomes, and no specific tax savings are promised or implied. You should consult with a qualified professional regarding your particular situation before making any financial or tax-related decisions.