These add ons are required for all new clients for their first 12 months with Halon Tax.
These add ons are required for all new clients for their first 12 months with Halon Tax.
Halon offers several tax options to help you take your tax planning and business strategies to the next level.
Each quarter your dedicated financial accountant (same accountant every quarter) will log into your bookkeeping and review for mistakes, missed tax deductions, tax planning opportunities (if you have that add on) and more. They then provide you a list of what they found so you can review and make the corrections. If you have prior bookkeeping that is wrong or unfinished we can help you with that too.
Revenue is your gross income or sales. To total amount of income or money in that you receive each year. It is the top of the income statement, before any expenses or cost of goods sold is subtracted.
If you are a sole proprietor that files on schedule C, your personal return is included in your package. If you have a S-corporation or Partnership, your business return is included in your package and your personal return is an add on. If you are a sole proprietor and you make more than $20K per year, you should talk to us about tax savings through an S-corp.
12 months. Each engagement period includes all tax returns, support, reviews, and more. Once 12 months has passed, you many renew the engagement or cease the service.
Halon can prepare returns going back 7 years. Pricing is based on revenue in those years. For details on the pricing and more information about prior year tax return preparation click here.
Basic support is email only. Each email in basic support will be replied to within 72 hours of receiving. No meetings and no chat support.
Premium support includes everything in basic, plus optional meetings with your team whenever you want. Also includes quick answers via our live chat and email answers within 24 hours of receiving. Premium support is best if you want to be able to have phone or online meetings with your team during the year.
Yes! If you already have a bookkeeper, they can sign up for our partner program for free and you get a discount. If you don't have a bookkeeper, you can see our list of approved virtual bookkeepers here.
Halon offers several tax options to help you take your tax planning and business strategies to the next level.
Halon relies partly on very sophisticated software to prepare your business tax return. Our CPA's only need to review the return, so we spend much less time on each return compared to other firms that have to key it, review the financials by hand, etc. Our software does all of the time-consuming tasks so that our CPA's focus on the important stuff (like finding more tax deductions!)
If you think your books need some work, we have a network of bookkeepers and financial pros that can help you fix them and make sure Halon has the most accurate financial statements to prepare from.
LLC's can be taxed several different ways, and we can help you choose if you click the support button in bottom right of this screen. If you are the only owner, then you most likely need just a personal return with a schedule C. But if you made over $20K, you should talk to us about being an S-corp. You can save a ton of money and we can retroactively elect that. Yeah, back in time!
Halon will provide you vouchers to mail in with your payment. The vouchers include the address to mail to, the date they must be mailed by, and the amount that is due.
Yes you can. However you must use our other package: Halon Private Client. You can find it on the other pricing tab above.
You bet we can. Login and go to your billing screen to purchase our conversion program for $49. 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 support if you have questions.
Yes! Every package comes with an option to meet with your Tax Team (add on required). Those meetings are normally about 30 minutes long and allows you to ask any questions and hear what the team advises for your business return this year.
Every return we prepare is guaranteed to be accurate or Halon will pay the interest and penalties. You also have the option of purchasing our Halon Defender™ program. Halon Defender™ provides notice and audit support, preparation of IRS responses, CPA representation and much more. To learn more about Halon Defender™ click here.
Our bookkeeping team will manage your QBO system monthly using bank feeds and credit card feeds so that you have tax ready financial statements and reconciled bank accounts.
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The Halon team will prepare all of your business and personal tax returns during tax season or extend them for you (if you prefer that) and prepare your returns during the summer.
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At the end of the tax year, your CPA will prepare a tax strategy plan for you which includes ways you can save money in the current year and how much tax you can expect on your returns.
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You are assigned a single point of contact within Halon as your CPA. This person manages all of your work from books to tax and knows your business as well as you do.
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Tax services include every form needed. You will receive K-1's, state tax returns, and any other form the IRS requires.
Our support agents are available to you 5 days a week from 8:30am - 5pm EST to answer all of your tax questions.
If you would like, we can efile your return for you and make sure your refund is direct deposited to your bank.
All the work we prepare for you from bookkeeping to tax returns is covered by our audit insurance.
Halon will provide you quarterly estimated tax payments if necessary and the coupons to mail in with payment.
Every client gets a free subscription to the #1 tax planning software in the U.S.
Tax Planner Pro will show you tax projections updated every week.
Your CPA will help you optimize your passthrough deduction and make sure you get maximum benefit from the reduction in taxable income.
If you ever need your tax returns they are just a click away in your personal storage center. All returns, coupons, vouchers, and mroe.
Halon offers several tax options to help you take your tax planning and business strategies to the next level.
We use what is called bank feed accounting. We setup your QBO file to all of your bank accounts and credit cards and each month download and reconcile all transactions. This provides you will accurate tax ready financial statements.
If you do your own bookkeeping, we review and correct it at the end of each month. We do not prepare invoices or pay bills, that must be handled outside of our service but we can setup and run payroll for you for an additional fee.
This is more people than software. You get a CPA that you deal with all year long. The same CPA, who knows you and your business. At tax time we automate some things via our software, but all returns are reviewed with you by your CPA and signed by your CPA.
You can cancel at anytime if we have not prepared your year end tax return. Once we prepare your return, you must complete your 12 month subscription.
Halon can prepare returns going back 7 years. Pricing is based on revenue in those years. For details on the pricing and more information about prior year tax return preparation click here.
If you have rental properties, additional state returns or local returns, we may charge additional fees to cover those but that is decided on a case by case basis during your free trial.
Generally more than 2 rental properties are charged $15/mo each. Additional states or local returns are $25/mo each. But in some cases we waive that fee if the engagement is not that complex. Also, we may charge more if the engagement is very complex.
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