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

  • 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

  • January 15th, 2025

  • 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.