Explore our year-round tax, business, and financial guidance services. We believe transparent pricing helps our clients understand what to expect before engaging our services. Listed fees are starting prices and may vary based on the complexity and scope of the work required.
Focused professional guidance for tax, business, financial, and planning questions.
Personalized tax, business, or financial questions with professional guidance and recommended next steps.
Prior-year tax return review, current-year projection, opportunity summary, and results meeting.
Personalized tax strategies designed around your income, business, retirement, and financial goals.
Current-year projection, prioritized tax strategies, estimated savings, action plan, and results meeting.
Multi-year planning for Roth conversions, retirement income, investments, rentals, and major life events.
Business, entity, compensation, retirement-plan, QBI, and multi-year tax strategy analysis.
Ongoing tax planning, projection checkpoints, year-end strategy, and implementation support.
Consultation Credit: The first hour’s consultation fee will be credited toward a qualifying engagement started within 14 days.
Current-year tax projections designed to identify potential balances due and recommended payment or withholding adjustments.
Federal and Arizona tax projection with recommended withholding or estimated-payment changes.
Projection including business income, deductions, self-employment tax, and estimated payments.
Personalized guidance to help you improve cash flow, reduce debt, build savings, and organize your financial priorities.
60-minute session focused on cash flow, debt, saving, organization, or a financial decision.
Personalized financial roadmap, four private coaching sessions, accountability, and progress tracking.
Complete guided program with private coaching, workbook modules, and personalized financial priorities.
Current Client Benefit: Current Valhalla tax-preparation clients receive 50% off Mid-Year Tax Review fees.
Assistance with business registration, entity decisions, S corporation elections, and business closure.
Entity-selection discussion, registration assistance, EIN, and first-year compliance checklist.
Tax savings, reasonable compensation, payroll costs, break-even point, and election recommendation.
Federal S corporation election filing after eligibility and filing timing are confirmed.
Dissolution assistance, account-closure checklist, and final-filing coordination.
Professional assistance understanding tax notices, evaluating resolution options, and dealing with IRS or state tax matters.
Plain-language review of one IRS or state tax notice with recommended next steps.
Transcript and notice review, compliance assessment, and recommended resolution strategy.
Representation for collections, payment arrangements, penalty relief, audits, and other tax matters.
Starting Fees: Final fees are based on the complexity and scope of the engagement. Government filing fees and tax-return preparation are separate.
Valhalla Tax & Finance LLC
12301 W Bell Rd suite B-107, Surprise, AZ 85378