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Ocean

Tax Services

Making sure you are filing timely and accurately stressing you out?

We can help.

Staying up to date on the newest tax laws and how they apply to you can be overwhelming. With help from our CPA, Luke, navigate tax season with ease and comfort. We'll walk you through every step of the process, from identifying which documents you need to gather to understanding opportunities to make adjustments now or in the future to save on your tax bill. 

We offer a variety of tax services including tax preparation and tax planning for both individuals and small businesses. With our expertise, you'll feel confident your taxes are filed accurately and you aren't missing any opportunities to save.

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Services

Tax Tier 1

Starting at $75

  • W-2 Income

  • Unemployment Income

  • Tips

  • Student Loan Interest

Tax Tier 2

Starting at $125

  • Pension

  • Retirement Income

  • Social Security Interest or Dividends

  • Marketplace Insurance

  • Other Income (1099-MISC – taxpayer received this document as an employee, or does not have any expenses for this income)

Tax Tier 3

Starting at $175

  • Education Expenses

  • Alimony

  • Mortgage Interest

  • Itemized Deductions

  • Retirement distributions before age 59.5

  • Health savings account

Tax Tier 4

Starting at $225

  • Dependents

  • Moving expenses

  • Mortgage interest credit

  • A natural disaster loss

  • Tax-exempt income

  • Forgiven debt

  • LTC contracts

  • Energy credits

Tax Tier 7

Starting at $350

  • Sole proprietor business owner or Rental Property

Includes one business or rental property. Add $100 for each additional business or rental

  •  Independent contractor income

  • Receive royalties

  • Farm Income

  • Installment sale

  • A Household employee

  • Statutory employee with expenses

Tax Tier 5

Starting at $275

  • Investment sales**

Crypto currency transactions or investment proceeds > 15 sales, please contact us for a price

  • Non-cash charitable contributions >$500

  • Injured or innocent spouse

  • Income from employer stock

  • Dependent exemption release

Tax Tier 8

Starting at $400

  • Business home office

  • Business mileage

  • Like-kind exchange****
    Single family property exchange starting point, please contact us for a quote

  • Alternative Minimum Tax

  • Depreciation corrections

Tax Tier 6

Starting at $300

  • Foreign income

  • Paid foreign tax

  • Investment accounts outside the US

  • Expatriate or US non-resident

  • K-1s from partnership, S-corp or trust

  • Adoption credits

State Tax Return

Additional $75

Amended Return

$125

Complimentary review of prior year return​

Preparing for a big life change, such as starting a new business, preparing for retirement, starting a family, or buying or selling property? Schedule a tax planning session to fully understand how these big changes may impact your tax liabilities and how you can best prepare. Charged at CPA hourly rate of $160, billed in 15 minute increments.

Ocean

Contact Us

Schedule a complimentary call today and let's discuss your tax needs and how Mindful Cents can help.

Paul V.

"Thorough and reliable service."

Melissa K.

"Luke and Amanda did such an amazing job at explaining capital gains taxes. I am in the process of selling my house and didn’t know anything about capital gains tax. It was quite a shock when I realized how much I was going to owe. They did a great job of walking me through the calculations and really helped put my mind at ease. They continue to be available for ongoing questions that I have."
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