Income Tax Services

At Beyond the Books, we understand that every tax situation is unique. Our pricing for income tax return preparation varies based on the forms and schedules required to complete your return. Whether you need a straightforward individual return or a more complex business filing with multiple schedules, we offer transparent and up-front pricing tailored to your needs.

Meet Catherine Lane -
Your Trusted Tax Professional

Catherine Lane, Founder of Beyond the Books

IRS Enrolled Agent (EA) | MBA | 19+ Years of Experience

Cat is dedicated to helping small businesses and individuals navigate the complexities of taxes. As an EA, Cat is authorized to practice before the IRS, offering expert tax services with precision and care.

Cat goes beyond simply filing returns. She takes the time to understand your unique financial situation, ensuring that your tax strategies align with your goals. With extensive experience in preparing individual and business tax returns, she also provides actionable insights to help you save on taxes and enhance your financial well-being.

When you partner with Cat, you’re not just hiring a tax preparer—you’re gaining a trusted advisor committed to your financial success. Let Beyond the Books alleviate the stress of tax season so you can focus on what matters most—growing your business and planning for a prosperous future.

Tax Services Packages

ESSENTIAL TAX

Perfect for straightforward income tax filing needs for individuals and businesses (LLCs, Partnerships, S-Corps).

Basic tax preparation services starting at $150 for individuals and $300 for small businesses (LLCs) per return.

PREMIUM TAX

Ideal for proactive tax planning throughout the year for both businesses and individuals.

Includes quarterly reviews of your tax liability and preparation of your annual return, starting at $600 per return and four quarterly reviews.

PRO TAX

Business owners and individuals seeking year-round guidance, and proactive planning.

Includes comprehensive tax preparation, estimated payment calculations, and strategic tax planning, starting at $1,300.

How It Works

1

Book a Clarity Call for more information.

2

Access the secure client portal and complete your tax organizer.

3

We review your documents and draft your return.

4

Ask questions or schedule a video call to review.

5

You sign, we e-file, and you’re done!

Quick FAQs

Do you file in all states?

Yes, we file all U.S. Federal (IRS) and State returns. One state is included; additional states are $75 each.

Can you file multi-owner businesses?

Yes, but base pricing includes up to 2 owners. Additional partners or owners are quoted on a case-by-case basis.

Do you provide audit protection?

We do not include audit insurance. If you are audited, we offer full IRS representation under a retainer and hourly rate.

Do you guarantee a refund?

Never. But we guarantee your return will be prepared with accuracy and compliance based on the information provided to us.

Do I need to be a bookkeeping client?

No, but your books must be accurate and complete. If they are not, we can quote clean-up before starting your return.

Want to Talk First?

Not sure what fits your situation? Book a free 15-minute clarity call.
We will point you in the right direction — even if it is not with us.

This site does not provide legal or financial advice.

Beyond the Books is led by an IRS Enrolled Agent. As an IRS Enrolled Agent, Cat is fully authorized to represent you in audits, ensuring your rights are protected and providing expert guidance every step of the way. If you've received an audit notice, don’t navigate it alone. Contact Beyond the Books for a personalized consultation and quote tailored to your situation. Learn more about what an EA is HERE.

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