Tax Preparation

🎉 Fluidbooks is now part of the Finalytics group.

Pricing

Minimize Your Tax Liability

We provide year-round tax preparation assistance for individuals and businesses (sole proprietorships, partnerships, limited liability companies, and S-corporations).

Discounts are available for senior citizens, active-duty military personnel, and veterans.

Individuals

Form 1040

^$ 120 ₊

Free Consultation
Federal Income Tax Return
State Income Tax Return(s)
Local Income Tax Return(s)
Quarterly Estimated Tax Payments
Installment Agreement Enrollments

Get Started

Pass-Through Entities

Forms 1040, 1065, 1120S

^$ 350 ₊

Free Consultation
Federal Income Tax Return
State Income Tax Return(s)
Local Income Tax Return(s)
Quarterly Estimated Tax Payments
Installment Agreement Enrollments

Get Started

Our clients bundle & save with our bookkeeping services

Fluidbooks business clients can receive a 25% discount on annual tax services by signing up for one of our bookkeeping plans.

Testimonials

Reviews From Our Clients

Lola Vazquez was extremely helpful. I needed a revision on a logo and she was able to provide her service in a timely fashion. Great communication. Will be using in the future.

Rashaun Myrie Founder, ARAW NYC

I always use Turbo Tax to file my taxes... I thought I knew what I was doing until I owed $876. Within 5 minutes Balanced ATM identified the problem, corrected it and now I’m getting a $2k refund to buy a new motorcycle. I’m so glad I made that call.

Roy Diaz Tax Client

Good professional assistance. Very high value.

Adrian Perez Co-founder, The Perfect Wife Concierge

We had a good professional experience.

Alicia Jackson Senior Vice President, MEE Productions

Our experience has been favorable and cohesive to our immediate needs.

Raulanda Mendoza Head of Finance & Accounting, TPC Plastics

Fantastic! Above and beyond! The communication and service were excellent. Very fair rates. Thank you so much Lolita!

Ralph Starkweather Freelance Photographer | Samy's Camera

Lolita, and the whole team are super professional, courteous and knowledgeable. They have gone above and beyond to help my business grow with their holistic approach. Their approach keeps in mind finance, market, and non-finance metrics. I highly recommend Fluidbooks!

Alex Goldfinger Co-Founder | Goldfinger Cleaning Solutions

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