Maximize Your Refund: Tax Planning and Filing Services

It’s time you upgrade your tax experience. When you partner with Pachira, the benefits are endless:

  • Ensure accuracy in your tax filing

  • Identify potential deductions and credits

  • Avoid common errors and penalties

  • Save time and reduce stress

  • 1:1 virtual meetings with a qualified tax expert

  • Get expert guidance and support throughout the process.

#1

Rated Service

$20 Million+

In Tax Returns

$500k+

In Tax Refunds

We handle all the details. Year-round exceptional tax support

  • Pachira Financials offers virtual tax preparation services, allowing for quality services with the convenience of virtual meetings. We utilize Intuit Link, which is a secure online portal that makes providing your tax information quick, easy, and more organized.

    Ready to get started?

    1. Schedule a tax preparation appointment via the scheduling page.

    2. Log into our secure portal to sign your tax engagement letter, answer the initial tax preparation questions, and upload your tax documents.

    3. Attend your tax preparation appointment and review your completed return with a qualified tax expert.

    Not yet ready to get started? Feel free to book a consultation or tax planning session via the scheduling page!

  • Are you ready to take control of your business finances and maximize your tax savings? Our comprehensive Tax Planning Services are tailored to meet the needs of small business owners, whether you’re just starting out or looking to refine your financial processes.

    With our expert guidance, you can confidently navigate tax season while setting a solid foundation for long-term financial success. This service is deal for business owners with less than $150,000 in annual income and fewer than 200 business transactions. This service provides:

    For Existing Business Owners:

    • Tax Tips and Strategies

    • A customized Profit and Loss (P&L) report based on your provided income and expenses.

    • Review of eligible tax deductions to ensure nothing is overlooked.

    • Home office and vehicle expense calculations.

    • Recommendations for better bookkeeping practices.

    New Business Owners

    • Step-by-step guidance on business registration, EIN, and banking requirements.

    • Tax tips and strategies for new business owners.

    • An overview of LLCs, S-Corps, and their tax implications.

    • Resources to help you start on the right foot.

  • Are you considering electing S Corporation status for your business? This 90-minute meeting helps you understand the benefits and requirements of becoming an S Corporation, ensuring you’re set up for success. We’ll walk you through income thresholds, payroll processing requirements, filing deadlines, and more. You’ll also receive a completed S Corporation election letter, tax resources, and guidance on compliance.

    Who Is This Service For?

    • Business owners looking to reduce tax liability and optimize their business structure.

    • Those ready to implement payroll processing or who want to understand the financial commitments of an S Corporation.

    What’s Included:

    • An overview of S Corporation benefits and requirements.

    • Discussion of income thresholds and reasonable compensation standards.

    • Payroll Processing Guide and tips for compliance.

    • Review of deadlines, including the March 15 IRS deadline or the 75-day post-formation deadline for new corporations.

    • A pre-filled S Corporation election letter for immediate or future use.

    • Follow-up email with your S Corporation letter, a tax deductions PDF, a payroll guide, and QuickBooks discounts, and other resources.

OFFICIAL STRESS-FREE ZONE

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OFFICIAL STRESS-FREE ZONE ●

Get the tools you need to save money on taxes and stay compliant. Start here to get easy to understand information so you can file your taxes the RIGHT way.

Tax Planning Services

Pachira Financials offers tax services for various types of entities including individuals, LLC's, C corporations, S corporations, partnerships, and nonprofits.

Tax Return Preparation

S-Corporation Election

Filing S-corporation status can help tax payers save a ton in self-employment taxes. Learn more about how S corp election can help you.

Our team of experts have compiled a list and answered your most burning questions about taxes. Check out our tax FAQs page to learn more about our tax process, pricing, and more.

Have questions about taxes?

Hear from our valued clients.

Tax Preparation Pricing

Strategic Pricing Solutions

$249

deposit to book

All booking deposits are applied to your overall tax prep fee. For a more comprehensive listing of our tax pricing. Visit the Tax FAQs Page.

  • 1040 and 1 state return: $475

  • Schedule A (itemized deductions): $75

  • Schedule B (interest & ordinary dividends): $75+

  • Schedule C (sole proprietorship): $175+

  • Schedule D (capital gains/losses): $75+

  • Schedule E (supplemental income): $150 per property and $75 per K-1

  • Each additional state return: $75

  • Form 1120 (Corporate tax return): $800+

  • Form 1120S (S Corp tax return): $800+

  • Form 1065 (Partnership return): $800+

  • Form 990 (Non-profit return): $1,100

  • Each business state return: $250

+Pricing may vary based on the complexity of your return, including income level and other factors.

We are the all-star tax team your business needs.

Join the many small business owners who trust Pachira to take care of their taxes. Book a call for free—we’ll discuss a custom strategy for your business.