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Personal Tax & Financial Solutions

Personal Tax and Financial Solutions

 
TAX PREPARATION       
Preparation of individual income tax form 1040
2 step tax return review process 
Provide remote access to prepared tax returns 
TAX PLANNING       
Meet (1 total) to review tax return and plan for next year
Unlimited phone calls and emails throughout the year
24-hour response time on all emails and calls 
CONSULTING       
Meeting (2 total) prior to the end of the year to discuss tax savings strategies
Additional mid-year meeting (3 total) for tax and financial planning
Starting Price $200 $400 $900

Experienced Tax Strategists Working For You

We know one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. We work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. Our personal, one-on-one services and expert tax return preparation and advice will give you peace of mind, knowing that your tax return is in capable hands.


Tax & Financial Planning

We assess the financial needs of individuals and help develop a comprehensive tax and financial plan tailored specifically for each client. We strive to understand our clients' short and long-term goals to help them determine priorities such as paying off student loans, meeting education expenses, saving for retirement and estate planning. We work on a fixed fee basis and do not sell securities.


IRS Audit Protection

Affordable audit protection will support you if the IRS audits your tax return or if you are a victim of identity theft. Did you know that the expenses associated with the most IRS 1040 audit cost in excess of $1,000? Protect yourself! For a modest 20% surcharge on your tax preparation fee, we'll provide comprehensive advice and representation if you're selected for audit. 


Security

We protect your data behind our 256-bit encrypted secure storage. We take extraordinary measures to help ensure your data security is impenetrable. Your return is delivered through our secure electronic portal accessible from any device.


Tax Preparation

We use the latest technology to simplify the tax preparation process. We make tax-filing accessible and user-friendly allowing us to file your taxes for you so you don't have to lose focus on your day-to-day.


Please visit blundenkidd.com or email admin@blundenkidd.com for additional information.


Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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Our Specialties

  • Family Businesses

    Our firm understands that closely held and family owned businesses are unique and require specialized services. We measure our success by the personal relationships we have with businesses of all sizes...

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  • Professional Service Providers

    We are committed to helping professional service providers build successful enterprises. Our skilled team of financial experts have years of experience in providing accounting...

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