Tax Planning & Preparation
Navigate the complexities of tax compliance and entity structuring with clarity. We protect your interests and support long-term financial health.
We Don't Just Show Up at Tax Time
At Dunaway & Willis PC, you don’t just get a tax return, you get a relationship. Our flexible pricing model is designed to give clients year-round access to strategic tax and accounting support. Whether you’re filing taxes, running a business, or trying to keep the books clean, you’ll always have someone in your corner.
You’ll hear from us throughout the year, when deadlines are coming up, when we notice something worth discussing, or just to check in and see how things are going.
We stay involved, so you don’t have to worry about what’s falling through the cracks.
Pricing
Three Flexible Paths
Choose the Level of Support That Fits Your Life and Business
Basic
For clients who handle their own bookkeeping but want consistent tax support
Services
- Preparation and electronic filing of federal tax return
- Secure client portal + encrypted document storage
- Minimal cleanup of business books (extensive issues billed separately)
- Up to one hour of Q&A support
- 14-day turnaround upon receipt of complete documentation
Enhanced
Premium services with personalized attention and strategic guidance for success.
Services
- Up to two state returns included
- Mid-year review of estimated payments and YTD financials
- Tailored business formation and governance solutions
- IRS notice responses (non-firm-error) included, up to 1 hour
- Strategic planning touchpoint to adjust goals mid-year
- 14-day turnaround on all scheduled work
PREMIER
Comprehensive solutions tailored to meet your evolving business needs.
Services
- Final year-end tax estimate + strategy session before filing
- Customized business formation and structuring
- Priority turnaround with real-time portal access
- Quarterly Zoom meetings
- Unlimited email and phone support throughout the year
Why Choose Us
We will help you achieve all your business goals
In today’s fast-paced business world, you need more than just an accountant – you need a trusted financial partner. At Dunaway and Willis PC, we blend a rich legacy of client trust with a modern, forward-thinking approach.
- Decades of Proven Trust
- Beyond Traditional Accounting
- Data-Driven Insights
- Consulting-First Approach
- Experienced Team of Professionals
- Efficient Implementation Support
- Focus on ROI and Growth
- Consultant Experts In Their Field
Ready for a Smarter Financial Future?
Contact us today to discover how our modern consulting and subscription pricing can simplify your tax and accounting needs.