
You Make The Money, We Help You Keep More Of It
Shareef Capital Management helps individuals maximize their tax credits and deductions and helps business owners reduce their tax liability, so they can continue to invest in their business and pay themselves a reasonable wage. Our job is to help you keep more of the money you work so hard to earn.
Services
Accounting / Bookkeeping
Tax Preparation and Planning
Individual and Business Coaching
Transparent Tax Prep Pricing
We service all 50 states
Individual Tax Prep
Starting at $299
Includes
Federal and State Tax Filing
Includes W-2 Income, Earned Income Tax Credit (EITC), Interest, Dividends, Student loan interest deduction, Taxable qualified retirement plan distributions, Standard Deduction, Itemized Deductions, and Stock Sales and more
Secure client portal keeping all client information and communication safe
Certified Public Accounting (CPAs) professionals handling your tax file
IRS Authorized E-File Provider
File now and pay later if you qualify for a tax refund
Small Business Tax Prep (Sole Proprietors & Single-Member LLCs)
Starting at $599
Includes
Federal and State Tax Filing for the Individual and their Business
Secure client portal keeping all client information and communication safe
Certified Public Accounting (CPAs) professionals handling your tax file
*Requires Income Statement* (aka profit/loss statement)
IRS Authorized E-File Provider
File now and pay later if you qualify for a tax refund
Partnerships and S-Corps Tax Prep
Starting at $999
Includes
Partnership or S-Corp Tax Filing
Preparation of K-1’s for all Partners/Shareholders
Secure client portal keeping all client information and communication safe
Certified Public Accounting (CPAs) professionals handling your tax file
*Requires Income Statement* (aka profit/loss statement)
IRS Authorized E-File Provider
Bundle with individual tax preparation for $$$ savings
FAQs
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No. During tax season we charge for all consultations. If you decide to work with us, your consultation fee will be credited towards your service. You may book a call here
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January 15th, 2025
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Yes, we require a deposit to start preparing your tax file, and once the file is completed and ready for your review, we require payment to submit the file for processing.