momentum tax co.
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explore services
Tax Return Preparation
Form 1040 • Form 1120S • Form 1065 • Form 1120​
Business tax returns include: ​​
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​Tax return walkthrough & summary
Adjusting journal entries​
New clients: Accounting assessment
New clients: Prior year return review
Individual tax returns include: ​​
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​Tax return walkthrough & summary​
Next year safe harbor quarterly estimates​
New clients: Accounting assessment
New clients: Prior year return review
Business returns starting at $1,800
Individual returns starting at $900
Tax Advisory & Planning
proactive & ongoing guidance to help you achieve your goals.
A personalized guide with tailored strategies, clear steps, and resources to help you save on taxes and achieve your financial goals.
tax strategy plan
Federal & state income tax projection
Up to 3 scenarios
Tax projection
Keeps you supported as things arise, with quick answers and guidance.
ongoing email support
30-minute advisory call option
60-minute advisory call option
tax strategy call
A year-long advisory/support engagement for the proactive business owner seeking guidance maximizing deductions and strategic planning.
business owner package
2 check-in calls
4 custom calculated quarterly estimates
Self-employed retirement plan analysis
Annual owner compensation analysis
Tax deduction & credit optimization
Perfect for: Self-employed business owners, including S Corporation owners
other services
S Corporation Setup
​​​Form 2553 Filing (S Corporation Election)
Reasonable salary analysis
Payroll setup with Gusto
Accountable plan setup
Custom compliance calendar
We'll begin by evaluating whether an S Corporation is the right fit for your business. If it is, our setup service ensures a smooth transition to S Corp status.
Pricing $1,000
Tax Resolution Support
Review and analysis of tax notices
Guidance to prevent future tax notices, when possible
Tax notice response, when applicable
Requests for penalty abatement
Audit support
Specialized tax resolution services help you address tax notices and audits swiftly and effectively.
Hourly billing
frequently asked questions
what is the prior year return review?
The goal of the prior year return review is for us to get a better understanding of you, your business, and overall tax compliance needs. We are looking high-level to make sure nothing sticks out as missing or incorrect. If we identify that there were any material inaccuracies we can discuss filing an amended return for you.
What is the accounting assesment?
The goal of the accounting assessment is to help you optimize your accounting systems. Is your current accounting system the best fit for your business? Are there opportunities to improve your chart of accounts or items that could be better categorized?
Do you offer bookkeeping or accounting services?
We do not offer accounting or bookkeeping services, but we have some great referrals if you are looking for some help in that department!
