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Tax Planning & Strategy

Year-round tax expertise for individuals and businesses — proactive strategies that minimize liability and keep you compliant.

Overview

How NumberX helps

NumberX provides individual and business clients with taxation expertise all year long. From straightforward returns to proactive quarterly planning, the focus is on compliance, efficiency, and keeping more of what you earn.

  • Individual tax preparation (Form 1040)
  • Business filings for LLCs, S-Corps, C-Corps, and partnerships
  • Quarterly tax planning for owners and high earners
  • Year-end tax strategy to optimize deductions and credits
  • IRS audit assistance
Starting prices

Tax Planning pricing

  • Basic 1040 Tax Return

    For W-2 employees with straightforward filings.

    $100

  • Standard 1040 Tax Return

    Includes dependents, credits, and basic deductions.

    $200

  • Self-Employed / Freelancer

    Schedule C for freelancers, gig workers, and small business owners.

    $500

  • LLC & Sole Proprietor

    Schedule C for single-member LLCs and independent owners.

    $600

  • S-Corp Tax Filing (Form 1120-S)

    For small businesses electing S-Corp status.

    $800

  • C-Corp Tax Filing (Form 1120)

    For corporations filing separate business returns.

    $800

  • Partnership Tax Filing (Form 1065)

    For multi-partner businesses, big or small.

    $600

  • Quarterly Tax Planning

    For business owners and high earners looking to reduce liability.

    $200/session

  • Year-End Tax Strategy

    Proactive planning to optimize deductions and credits.

    $300

  • IRS Audit Assistance

    Professional support in the event of an IRS audit.

    From $350/hr

Starting prices as published by NumberX. Final pricing depends on the scope of work and is confirmed during your consultation.

Free consultation

Let's Talk About Your Financial Future

Schedule a free initial consultation and discover how NumberX can support your business.

  • Free initial consultation for small business owners
  • Discuss your goals, challenges, and current setup
  • Get clear next steps for accounting, tax, and planning

Free initial consultation

Plan your conversation

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How it works

  1. Book a timePick a slot that suits you.
  2. Share your goalsTalk through your situation.
  3. Get next stepsLeave with a clear plan.
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