Tax Planning

We know one of your top priorities is minimizing your tax burden. This is best achieved through comprehensive tax planning. Whether you’re a business or an individual, our experienced tax strategists work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. We provide personal, one-on-one service and guidance—and offer answers to your important tax-related questions in language you understand.

Our professional staff stays up-to-date on ever-changing tax laws and are committed to examining all the tax-saving opportunities available to you. We work to maximize your deductions and minimize your tax obligation while remaining in full compliance with IRS statutes.


Tax Preparation: Select Your Tax Package

Bayside has a package for every budget

Package FAQ's

Can I get a personal return without purchasing the Elite package?

Yes.  Personal returns are available, but please call us about your specific situation so that we can advise the appropriate quote for you.

What if my bookkeeping has errors or needs corrections?

Every return that Bayside prepares goes through a rigorous bookkeeping review. We look for incorrect financial statements and items that could be a red flag with the IRS. If we find problems, we present them to you with options of correcting them yourself or having our bookkeeping staff correct them for you.

How many personal returns are included in the Elite package?

Only one (1) . However if you have more shareholders/partners in your business, you can purchase additional personal tax returns for $279. 

Can I purchase the Elite package even if my business makes less than $250,000 revenue?

Of course! In fact, we would recommend every company purchase the Elite Package as it is a tremendous value. Each package is available to you so long as your revenue is at or below that package requirement.

If I am a sole proprietor and want to become an S-corp (to save on taxes) can Bayside do that for me?

You bet we can.  Our conversion program is $99. We will have you convert to S-corp before we prepare your return so you get all of the tax savings this year. We can backdate s-corp elections back 3 years. Contact us if you have questions.

Will I speak with or meet my tax preparer about my return in every package?

Only the Pro and Elite packages come with a meeting with your Tax Team. Those meetings are normally about 30 minutes long and allow you to ask any questions and hear what the team advises for your business return this year.

What is a "Personal Pre-Tax Meeting"?

This is a meeting with your Tax Team before Bayside prepares your personal return. Once we have all of your personal documents, we call you to discuss them and make sure we have all of your information. This ensures your personal tax preparation goes very smoothly.