Financial success is just around the corner

Receive expert guidance from a 1040 CPA firm that cares.

16,000+

500+

10 days average

Services We Offer

We Only Succeed If You Do

At Dulin Hassett, Our CPAs are invested in providing you with the personalized financial assistance you need to reach your desired financial goals. Because we take pride in each client’s triumph, we wish to combine our expertise with your desire to succeed to give you the advantage. We will always align our interests with yours.  You are not just a client - You are a valuable business partner.

Smart Package

This package includes:

Smarter Package

Smartest Package

We're proficient with 

$850

1. Basic tax return with up to 4 of the following source documents

• W2 Wages
• 1099-R Pension/IRA Distributions
• 1099-SSA Social Security Income
• 1099 From your investment bank

2. One state tax return if applicable

3. Itemized deductions – medical, state taxes, mortgage interest, charitable contributions

4. Upload your documents to our secure client portal

5. Web-based review and e-signature

6. Direct deposit of refund to, or electronic payment of tax due from, your bank account

7. Additional a la carte fees for:

• Source documents over 4 of the above
• State tax returns in addition to your resident state
• FBAR (foreign bank account reports)
• K-1s from your interests in partnerships or S Corporations
• Household employee reporting
• Rental property income

$1,050

Smart Package plus:

1. Audit Defense. We will represent you if you are audited (normally $225/hour).

2. IRS Notice Review. We will review and respond to all IRS notices you receive (normally $225/hour).

3. Compare your source documents to IRS records to ensure accuracy and completeness (if your return is extended)

4. Quarterly reminders to pay your estimated taxes, if applicable

$1,950

Smart + Smarter Packages plus:

1. Quarterly tax planning during 2020 to include:

• Customized tax planning to suit your specific tax profile and needs
• Preparation of tax estimates based on changes to income
• Recommendation for estimated tax payments to eliminate penalties (if needed)
• Recommendations for minimizing your tax liability

2. Unlimited consulting with our CPAs on all tax matters (normally $225/hour)

3. Tax returns for minor children prepared under the Smart Package for $300 each (normally $850 each)

Smart1040 Annual Packages for 2020 (Tax Year 2019)

Free Phone Consultation