INDIVIDUAL SERVICES
Tax Advisory & Preparation for Individuals
Whether you have straightforward finances or complex situations involving investments, self-employment, or other factors, Evans Sternau CPA offers Tax Advisory & Preparation services with personalized guidance to make tax season stress-free and efficient.
Key Reasons Tax Advisory & Preparation are Important
Your taxes are based on the things you do throughout the year, so why think about taxes only as the filing deadline approaches? Our Tax Advisory services allow us to support you throughout the year as you make critical financial decisions that will impact the taxes you owe. We are also able to prepare tax returns for individuals, estate and trust clients.
- Excellent Guidance on Complex Tax Laws
- Tax Efficiency & Savings
- Personalized Tax Strategies
- Error Prevention & Risk Reduction
- Long Term Financial Planning
- Audit Support
Personal Tax Advisory & Preparation
On-Call Tax Consulting
Annual Tax Planning
Tax
Projections
Tax Advisory Service Packages
Tax Advisory
On-call tax consulting
Annual tax planning meeting
Annual tax projection
Quarterly tax projections
Essential
- On-call tax consulting
Premium
- On-call tax consulting
- Annual tax planning meeting
- Annual tax projection
Concierge
- On-call tax consulting
- Annual tax planning meeting
- Quarterly tax projections
Return Type
Individual
Trust
Business
Starting Price
$675
$850
$1,500
How We Can Help
More About Evans Sternau CPA
Our core values are proactiveness, responsiveness, and support – they help us ensure that we continue to serve each and every one of our clients to the highest level possible
- Proactiveness: Tax, accounting, and advisory isn’t just about solving problems when they arise – Evans Sternau CPA implements better solutions and performs routine checks year-round.
- Responsiveness: Keeping all parties informed, always, means everyone is operating with full awareness and to the fullest extent.
- Support: Whatever your tax, advisory, and accounting needs are, Evans Sternau CPA guarantees that we make each and every one of our clients feel supported when they work with us.
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