LETS TALK
GENERAL CONSULTATION
BEST FOR: New clients who need guidance on choosing the right ARITS Financial Group service.
Not Sure What Your Business Needs?
Schedule a Consultation Below:
15 Minutes
Discovery Call
BEST FOR
New clients who need guidance on choosing the right ARITS Financial Group service.
DESCRIPTION
This initial 15-minute consultation is designed to help us understand your needs and answer your initial questions. During this call, our team will discuss your financial or tax situation, identify the services that best fit your goals, and guide you through the next steps.
WHAT TO EXPECT
- 15-minute introductory consultation
- Discuss your financial or tax needs
- Determine the most appropriate service
- Answer general questions
- Guidance on the next steps
45 Minutes
Individual Tax Return Preparation
Best For
Individuals and families with straightforward tax situations.
Description
This appointment is designed for taxpayers who receive W-2 income and do not own a business or have self-employment income. During your appointment, we’ll review your tax documents, identify all eligible deductions and credits, answer your questions, and prepare your federal and state income tax returns.
Common Tax Documents
- W-2 Forms
- 1099-INT
- 1099-DIV
- SSA-1099
- Retirement income (1099-R)
- Mortgage Interest (1098)
- Property Taxes
- Education Forms (1098-T)
- Childcare Expenses
- Charitable Contributions
- Health Insurance Forms (1095-A/B/C)
- Prior Year Tax Return (if available)
- Government-issued ID
- Social Security cards for all dependents
- Bank account information for direct deposit
75 Minutes
Self-Employment & Gig Worker Tax Preparation
Best For
Freelancers, independent contractors, gig workers, sole proprietors, and individuals with both W-2 and self-employment income.
Description
Whether you drive for Uber or Lyft, sell products online, provide professional services, operate a side business, or own a full-time Schedule C business, this appointment focuses on maximizing legitimate deductions while ensuring IRS compliance.
We’ll also identify tax-saving opportunities for the current year, not just prepare last year’s return.
Common Documents
- W-2s
- All 1099s
- Profit & Loss Statement
- Mileage Log
- Business Expenses
- Home Office Information
- Vehicle Expenses
- Cell Phone & Internet Expenses
- Business Bank Statements
- Asset Purchases
- Prior Year Tax Return
- Government-issued ID
90 Minutes
Business Tax Return Preparation
Best For
Businesses filing:
- Form 1120
- Form 1120-S
- Form 1065
- Form 990
- Trusts (Coming Soon)
Description
This appointment is for established businesses and nonprofit organizations requiring federal and state business tax return preparation.
We’ll review your financial statements, bookkeeping, payroll, owner distributions, depreciation, compliance requirements, and discuss opportunities to improve your tax position moving forward.
Required Documents
- Profit & Loss Statement
- Balance Sheet
- Prior Year Business Return
- Payroll Reports
- Fixed Asset Purchases
- Loan Information
- Shareholder/Partner Information
- Business Bank Statements
- Accounting Software Reports
- Formation Documents (if applicable)
60 Minutes
New Business Consultation & Business Setup
Best For
Entrepreneurs starting a new business or changing an existing business structure.
Description
Starting a business is about much more than obtaining an EIN. During this consultation, we’ll help you choose the right entity, understand your tax responsibilities, discuss bookkeeping requirements, and develop a strategy designed to support long-term growth.
Topics may include:
- LLC vs S Corporation
- EIN Registration
- Business Formation
- State Registrations
- Sales Tax
- Payroll Requirements
- Bookkeeping Systems
- Business Banking
- Business Funding Preparation
- Tax Planning
Please Bring
- Business Idea
- Existing Formation Documents (if applicable)
- Questions or goals
- Prior tax returns (if operating already)
30-Minutes
30-Minutes First Session – Questionnaire and Gathering Docs / 60- minutes Second Session (Follow Up)- Private Appt
Tax Planning & Tax Strategy Consultation
Best For
Individuals and businesses looking to reduce future tax liabilities.
Ideal for:
- High-income earners
- Business owners
- Individuals who owe taxes each year
- Investors
- Real Estate Professionals
- Growing businesses
Description
This is a proactive planning session rather than tax preparation.
We’ll analyze your current tax situation and identify legal strategies to reduce future tax liability.
Possible topics include:
- Entity Structure Reviews
- S Corporation Analysis
- Retirement Planning
- Hiring Family Members
- Augusta Rule
- Home Office Strategy
- Estimated Tax Planning
- Real Estate Strategies
- Capital Gain Planning
- Income Timing
- Multi-State Tax Planning
You’ll leave with actionable recommendations designed specifically for your situation.
Please Upload Before Your Appointment
- Last two years of tax returns
- Current year Profit & Loss (if applicable)
- Recent pay stubs
- Business financial statements
- Tax notices (if applicable)
90-120 Minutes
Multi-Year Tax Return Preparation
Best For
Individuals and businesses needing to file one or more prior-year tax returns.
Description
Whether you’ve missed one year or several years of tax filings, we’ll help you become compliant while identifying opportunities to minimize penalties and interest whenever possible.
We’ll review each year individually, develop a filing strategy, and discuss available IRS resolution options if balances are owed.
Services may include:
- Prior-Year Returns
- IRS Compliance
- Unfiled Returns
- Penalty Reduction Strategies
- Payment Plans
- Offer in Compromise Review
- IRS Notices
- State Tax Returns
Please Bring
- IRS Notices (if any)
- Wage & Income Documents
- Prior Returns
- Identity Verification
- IRS Account Transcripts (if available)
- Business Records (if applicable)