Our current tax code is incredibly dense, but it is also rich with hidden opportunities for unlocking tax savings and benefits if you know where to look. Whether you're an individual or business looking for tax services, we can help you navigate the ever-increasing complexity of today’s global tax landscape.
For individuals, our powerful combination of institutional experience and our more direct, personalized approach will help you get everything you deserve.
Our business clients, meanwhile, face complex domestic and international tax challenges throughout their lifecycle. Caroprese’s tax professionals work together alongside our clients to manage strategic tax issues that can affect businesses in very significant ways.
Service Options & Pricing Menu
Individuals Tax Return Preparation
Base Price
$225per tax return*
Package Includes:
Professionally prepared federal & state(s) personal income tax return
Access to a private workspace in our custom developed, secure and mobile friendly client portal
Unlimited free in-person or remote consultation with our CPAs and licensed professionals
1 hour of free IRS audit or examination support
E-File capability for federal and all 50 states
Business Tax Return Preparation
Base Price
$750per tax return*
Package Includes:
Professionally prepared federal & state(s) business income tax return(s)
Professional prepared federal & state personal income tax returns for the business’ owners
Access to a private workspace in our custom developed, secure and mobile friendly client portal
Unlimited free in-person or remote consultation with our CPAs and licensed professionals
1 hour of free IRS audit or examination support
E-File capability for federal and all 50 states
Business Outsource Accounting Plus +
Package Includes:
Monthly bookkeeping services utilizing QuickBooks Online or Oracle NetSuite.
Preparation of monthly financial statements including profit & loss and balance sheet
Collection and storage of required W-9 forms for independent contractors
Preparation and electronic submission of Form 1099-MISC fi lings for independent contractors (up to 10 filings included at no additional charge)
Professionally prepared federal & state business income tax return(s)
Professional prepared federal & state personal income tax returns for the business’ owners
Plus all of the Small Business – Basic package features
*Base Price does not include professional service fees which are billed at our standard hourly rates. A 3.5% payment processing fee will be added for electronic payments.
Private Workspaces for Streamlined and Secure Communication
At Caroprese & Company, we believe in leveraging technology to enhance our services and improve our interactions with our clients. Each of our clients receives access to their own private workspace on our custom developed and state-of-the-art client portal.
Other Services Provided
Restructuring and Tax Planning
- We identify tax-efficient ways to operate an existing business or integrate a target following an equity or asset acquisition.
- We assist with planning for efficient utilization of key tax attributes such as net operating losses.
- Our tax experts advise our clients with complex debt restructuring, recapitalizations and other corporate transactions including the determination of taxability of corporate dividends. We help our clients achieve the most tax-efficient outcomes for their unique situations.
State Income Tax Return Preparation
- We analyze nexus and current in-state activities to determine filing requirements across all fifty states, including income sourcing and the apportionment of revenues.
- We prepare state income tax returns, estimates, extensions and annual returns.
Dispute Resolution and Audit Support
- We assist with reviewing and responding to information requests from taxing authorities, preparing relevant documentation and managing the overall audit process.
- We will respond effectively on your behalf to help minimize penalties and interests costs.
U.S. Inbound Investment Planning
- We address potential tax implications of U.S. inbound investments by businesses looking to expand into the U.S.
- We assist foreign-owned businesses with the preparation of U.S. federal, state and local tax returns.
Tax Research, Scenario Analysis and Modeling
- We help our clients obtain clarity regarding tax positions by researching various complex business topics.
- We advise clients regarding cash tax expenses for purposes of business planning, forecasting and financial modeling.
Tax Due Diligence
- We help clients uncover potential risks and liabilities when making an asset or stock acquisition.
- We also help our clients efficiently structure their acquisitions for tax purposes that can add value and return on investment.
Federal and State Income Tax Compliance
- Our clients rely on us for our proven tax knowledge and expertise.
- Our tax experts have advanced backgrounds and understand the complexities of computing earnings and profits.
Accounting for Income Taxes
- We solve your tax provision problems with efficiency and accuracy.
Testimonials
Caroprese & Company helped me untangle a complicated tax issue with the IRS. I could not be more grateful for their kind service, great communication, and advanced level of expertise. Thank you!
As a small business owner, I wear multiple hats on a daily basis. When I realized that as a business we were lacking when it came to transparency into our financial performance, I decided to look to Caroprese & Company for their accounting expertise. Brandon and his team of professionals eased this burden by providing a “hands-on” approach to managing our finances and tax filings. We feel as if the staff at Caroprese is an integral part of our team.
I really enjoy the comfort and peace of mind I get from having Caroprese as my professional accounting firm. The staff takes the time to truly understand my business and personal life, which has yielded significant results. It’s always a pleasure working with the team.
Choosing Caroprese & Company exceeded our expectations. They listened to the goals of our organization and aligned a plan to help us achieve them without breaking the bank. They were completely upfront with cost and deliverables which helped us promptly prepare for fund-raising in schedule with our meeting dates. I would highly recommended Caroprese for financial accounting advice and tax services.
Frequently Asked Questions?
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Can I pay all at once rather than monthly?
We are flexible when it comes to payment; however, we prefer a “pay as you go” approach if you are selecting the “Plus” package. Either way, let us know what you prefer and we should be able to accommodate you.
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I’m not sure if one of these packages is best for me, can I customize something with Caroprese?
Absolutely. Reach out to us so we can better understand your specific situation so we can tailor our service offering to fit your needs. We have experience working with US and non-US businesses from a wide range of industries and sizes. We also have experience providing a wide variety of services which includes more than what is listed here. That said, request a quote and let’s build a plan that is personalized for your needs.
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I have a full-time job but I also free-lance as an Uber driver on the side to make some extra money. Which package is best for me?
Package 1 is best for you. We will prepare a Schedule C to report the income you earn as an Uber driver. You should keep good track of your income earned and expenses paid during the year and provide that to us along with your other documentation.
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I am an individual and I haven’t filed my tax return for a few years. Can you help me fi le tax returns from previous years?
You bet! Just let us know what you need done and we can take care of it.
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I don’t need my tax return prepared but I keep getting notices from the IRS that I don’t understand. Can you help clarify why the IRS is sending me notices?
As a public accounting firm, we deal with the IRS and other tax authorities on a daily basis. We understand their notices because, well, it’s what we do for a living. We generally price per the hour for non-existing clients when we represent them before the IRS. Reach out to us and let us know you need help dealing with the IRS. We’ll take it over from there.
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My business is complex and has multiple locations, and we struggle with our accounting and could use professional help. Which package would fit our needs best?
Head on over to the Enterprise section of our website. We have a lot to offer for larger and more complex businesses.
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How do I know if my business is a “Small Business” that meets your criteria for the Basic or Plus package?
Based on our experience, our Basic and Plus packages are great and cost effective solutions for businesses with less than $750,000 in annual revenues. If your business collects more than $750,000 each year, head over to our F&AaaS page for more information on our other services that will be a better fit for you.