Retainer services for accounting, tax planning/advisory services and tax return preparations.
Real Estate – Property Management, Development/Construction, HOAs
Accounting, Payroll, tax services, job cost, AIA pay applications, homeowner’s associations
Affinity - Accelerate
Accelerated planning and completion of:
Personal Tax Returns
Partnership and S Corp Tax Returns
Fiduciary Tax Returns
Clients provide Affinity with up to date information for their businesses and personal income and expenses.
Calls and meetings to review are scheduled as needed, ideally before year-end.
Tax returns are completed without extensions if possible.
Documents are exchanged via Affinity’s secure portal.
· The final fee is determined by the amount of CPA and staff time needed to complete the return.
· When returns are completed, projections for next-year estimates are included.
· Affinity will make or receive calls and emails at various times during the year and does not charge for these, unless a significant follow-up is needed.