Tax Advisory

OUR TAX SERVICES VALUE PROPOSITION

LATEST TECHNOLOGY / INSIGHTS-DRIVEN / BULLETPROOF

businessman hand show 3d cloud icon with padlock as Internet security online business concept

Bank-grade Security

Bank-grade secure portal for all intake, exchange of documents, final return delivery, and all communication with SHD.

AI-Assisted Processes & Validation

SHD utilizes industry's top AI tools to simplify and significantly improve the accuracy of the tax intake, preparation, review, tax law changes minimizing tax return error rates and missed deductions.

Peace of Mind Protection

We're proud to offer every client $1,000,000 Tax Audit Defense™ and Identity Theft Restoration services through Protection Plus. With our expert assistance, you can face any tax notice or identity theft incident with confidence, knowing our dedicated team of CPAs and EAs is in your corner.

Tax Insights with Every Return

Tax Optimization report included with every return showing potential savings, deductions, and triggers of potential audit risks.

Transparent Pricing

SHD removed the fluff, inefficiencies, and unnecessary manual labor and processes from our services. The resulting price model reflects a fair and value-add pricing structure that's one of the most competitive in the industry.

Beyond Tax Expertise

SHD doesn't just prepares your taxes. We reach into our Big-4, financial services, and technology expertise to help identify opportunities and bring a unique perspective that very few traditional CPA firms can match.

Please use the scale to provide your expected annual revenue for the tax year

INDIVIDUAL

Individual Tax Return

$495

starting/return

Federal Return with:

Individual 1040 with all schedules

1 Single-Member LLC

1 Rental Property

1 K1

IRS Notice/Audit Defense by Specialized CPA/EA

Tax Identity Theft Protection

AI-Organized Document Intake

AI Tax Optimization Report

Secure Tax Portal & Digital Delivery

Automated Quarterly Tax Reminders

Get Started with Individual Return

BUSINESS

Business Tax Return

$875

starting/return

Federal Return with:

1120-S or 1065 Business Tax Return

Capital & Basis Tracking

Depreciation Tracking

IRS Audit/Notice defense by a Specialized CPA/EA

Identity Theft Protection

Secure Tax Portal & Digital Delivery

AI-Organized Document Intake

AI Tax Optimization Report

15% discount if bundled with Individual Tax return

Get Started with Business Return

TAX STRATEGY

Tax Plan

$1975

starting/plan

Comprehensive Tax Plan

GUARANTEED: Tax Savings 3X of cost of the tax plan or No Charge

1:1 Tax Strategy Session

AI-Organized Document Intake

Current-Year & Last Year Tax Return Analysis

Entity Structure Strategy (LLC vs. S-Corp)

S-Corp Salary Optimization Review

Retirement & Investment Tax Strategy

Rentals Cost Segregation & Like-Kind-Exchange analysis

AI-assisted review of all available and applicable tax strategies

Tax Plan FREE if client enrolls in Growth or Professional package

Get Started with a Tax Plan

Choose Tax Service

Additional Services (add-ons)

EXPEDITED RETURN PREPARATION: 5-Business Days (<$1 million Rev.) DETAILED TAX RETURN REVIEW: 60-minute review session with a senior tax advisor TAX PLAN (<$1 million Rev.) FILING EXTENSION

Discounts

Total Price: $0

Every SHD Compliance package includes elements of advisory guidance and AI-assisted precision.
Every tax return comes with a $2,500 Tax Preparation Guarantee.*
Every tax return comes with up to $1,000,000 in IRS notice/audit support by experienced EA/CPA.
All tax return clients are protected by Identify Theft Restoration coverage.

Every SHD Compliance package includes elements of advisory guidance and AI-assisted precision.
Every tax return comes with a $2,500 Tax Preparation Guarantee.*
Every tax return comes with up to $1,000,000 in IRS notice/audit support by experienced EA/CPA.
All tax return clients are protected by Identify Theft Restoration coverage.

Data-Driven Tax and Business Advisory for Modern Entrepreneurs

According to BenchMarketplace, $1,300-$2,000 is market cost of a simple (under $100K-$250K revenue) tax plan or $2,000-$5,000+ for a more complex and/or larger business ($250K+ in revenue).

Average cost of a bookkeeper for a simple book - $300+/month (NerdWallet).

According to BenchMarketplace, $1,300-$2,000 is market cost of a simple (under $100K-$250K revenue) tax plan or $2,000-$5,000+ for a more complex and/or larger business ($250K+ in revenue).

Average cost of a bookkeeper for a simple book - $300+/month (NerdWallet).

OUR TAX SERVICES VALUE PROPOSITION

LATEST TECHNOLOGY / INSIGHTS-DRIVEN / BULLETPROOF

Bank-grade Security

Bank-grade secure portal for all intake, exchange of documents, final return delivery, and all communication with SHD.

AI-Assisted Processes & Validation

SHD utilizes industry's top AI tools to simplify and significantly improve the accuracy of the tax intake, preparation, review, tax law changes minimizing tax return error rates and missed deductions.

Peace of Mind Protection

We're proud to offer every client $1,000,000 Tax Audit Defense™ and Identity Theft Restoration services through Protection Plus. With our expert assistance, you can face any tax notice or identity theft incident with confidence, knowing our dedicated team of CPAs and EAs is in your corner.

Tax Insights with Every Return

Tax Optimization report included with every return showing potential savings, deductions, and triggers of potential audit risks.

Transparent Pricing

SHD removed the fluff, inefficiencies, and unnecessary manual labor and processes from our services. The resulting price model reflects a fair and value-add pricing structure that's one of the most competitive in the industry.

Beyond Tax Expertise

SHD doesn't just prepares your taxes. We reach into our Big-4, financial services, and technology expertise to help identify opportunities and bring a unique perspective that very few traditional CPA firms can match.

Tax Compliance & Tax Planning Packages

Please use the scale to provide your expected annual revenue for the tax year

Build your Tax Compliance & Planning Package

Every SHD Compliance package includes elements of advisory guidance and AI-assisted precision.

Every tax return comes with a $2,500 Tax Preparation Guarantee.*

Every tax return comes with up to $1,000,000 in IRS notice/audit support by experienced EA/CPA.

All tax return clients are protected by Identify Theft Restoration coverage.

Every SHD Compliance package includes elements of advisory guidance and AI-assisted precision.

Every tax return comes with a $2,500 Tax Preparation Guarantee.*

Every tax return comes with up to $1,000,000 in IRS notice/audit support by experienced EA/CPA.

All tax return clients are protected by Identify Theft Restoration coverage.

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