Three services, each built around a different need
Find the service that fits your situation.
Numbrella offers three distinct tax services — for individuals filing annually, small businesses managing ongoing compliance, and clients who want forward-looking advisory guidance. Each one is explained here in full.
Back to homeHow to find the right fit
A quick orientation before you look through the services.
Most people come to Numbrella through one of three situations: they have a tax return to file and want it done thoroughly, they run a small business and need ongoing compliance support, or they're making a significant financial decision and want someone to think through the tax implications before they commit.
The three services below map directly to those situations. If you're not sure which one fits, or if your situation spans more than one, get in touch — we'll talk through it and let you know what makes sense before any engagement begins.
Service 01
Individual Tax Return Preparation
$350 USD per return
A thorough, personalized approach to preparing and filing annual tax returns for individuals. Suited to salaried professionals, freelancers, retirees, and anyone with income sources that benefit from a careful review rather than a form-guided process.
What's included
- Guided document checklist specific to your income structure
- Full review of income sources, applicable deductions, and credits
- Manual pre-filing review before any submission is made
- Draft walkthrough so you understand what's being filed
- Electronic submission with filing confirmation
- Post-filing support for any authority correspondence
- Complete filed return and documentation for your records
Typical turnaround
5–10 business days from complete document submission
Service 02
Small Business Tax Compliance
$1,200 USD per engagement
End-to-end tax compliance support for sole proprietors, partnerships, and small corporations. The engagement covers quarterly estimated payments, annual filings, and correspondence with tax agencies — so compliance doesn't become a recurring distraction from the actual work of running a business.
What's included
- Initial review of your current business structure and prior filings
- Preparation of all required schedules for the fiscal year
- Quarterly estimated tax payment calculations and reminders
- Reconciliation of income and expenses for the year
- Annual return preparation and filing for the business entity
- Agency correspondence handled on your behalf throughout the year
- Year-end advisory notes with observations relevant to the following year
Engagement scope
Full fiscal year — from initial review through annual filing and post-year advisory
Service 03
Tax Planning & Advisory
$2,500 USD per engagement
A forward-looking advisory engagement for individuals and small businesses who want to structure their financial decisions with tax efficiency in mind — before those decisions are made, not after. Typical clients are approaching a major income change, property transaction, business restructuring, or life transition.
What's included
- In-depth review of projected income and anticipated deductions
- Analysis of timing strategies across the calendar or fiscal year
- Scenario modeling for major financial decisions under consideration
- Written planning memo summarizing findings and recommendations
- Two follow-up consultations to review developments and refine the plan
- Coordination with the annual return preparation if required
Engagement duration
Typically 3–6 months, depending on the scope and complexity of the planning scenario
Services at a glance
A quick side-by-side for easier comparison.
| Individual Return | Business Compliance | Tax Advisory | |
|---|---|---|---|
| Investment | $350 USD | $1,200 USD | $2,500 USD |
| Best suited for | Individuals filing annually | Small business owners | Anyone planning a major financial move |
| Duration | 5–10 business days | Full fiscal year | 3–6 months |
| Post-filing support | Included | Included year-round | Follow-up consultations included |
| Written output | Complete filed return | Filed return + year-end notes | Planning memo + filed return (if applicable) |
Not sure which one fits?
Some situations don't map neatly to a single service.
You have both individual and business income
Many clients start with the individual return service and add the business compliance engagement as their business grows. We can handle both as part of a coordinated approach.
You want planning and an annual return
Advisory and annual filing work well together — the planning memo informs how the return is prepared, and the return reflects the decisions made during the advisory engagement.
Your situation changed significantly this year
A major change — new business, property disposal, significant income shift — may warrant a brief advisory conversation before filing begins, even if the annual return is your primary need.
What getting started looks like
The same process applies across all three services.
Reach out
Send us a message and describe your situation briefly. We'll get back to you within one business day.
Brief conversation
We'll confirm which service fits, explain what you'll need to prepare, and answer any questions before we begin.
Document submission
We'll send you a specific checklist. You gather what's on it; we handle everything from there.
Review, file, and done
We prepare, review, walk you through the draft, file, and stay available for any follow-up questions afterward.
Ready to sort out your taxes?
Tell us about your situation and we'll point you toward the right service — with no commitment until you've decided it's the right fit.
Get in touch with Numbrella