Halon Tax Is Closed To New Clients

Halon will start taking new clients on May 1st, 2021

Sentinel Tax has a package to fit Every Budget!

Schedule a consultation and we will build a custom package for you.

$142

/mo

$142/mo if paid monthly

Package Breakdown

Business Tax Return:

Quarterly Bookkeeping Audit:

Premium Support from CPA:

Quarterly Tax Payments:

Full Tax Planning Module:

Monthly Tax Webinars:

Total Monthly Fee:

Included

Included

Included

Included

Included

Included

$142/mo

$162

/mo

$162/mo if paid monthly

Package Breakdown

Business Tax Return:

Quarterly Bookkeeping Audit:

Premium Support from CPA:

Quarterly Tax Payments:

Full Tax Planning Module:

Monthly Tax Webinars:

Total Monthly Fee:

Included

Included

Included

Included

Included

Included

$162/mo

$182

/mo

$182/mo if paid monthly

Package Breakdown

Business Tax Return:

Quarterly Bookkeeping Audit:

Premium Support from CPA:

Quarterly Tax Payments:

Full Tax Planning Module:

Monthly Tax Webinars:

Total Monthly Fee:

Included

Included

Included

Included

Included

Included

$182/mo

Your New Halon Pod

Nick
CPA
Summer
Tax Lead
Nancy
Financial Review

Mandatory Add-Ons (First 12 Months Only)

These add ons are required for all new clients for their first 12 months with Halon Tax.

Audit & Notice
Defense

starting at

INCLUDED

/mo

$5/mo if paid monthly
Learn More

Tax Projections
& Planning

INCLUDED

/mo

$20/mo if paid monthly
Learn More

Premium Support
Plan

starting at

INCLUDED

/mo

$20/mo if paid monthly
Learn More

QuickBooks Online Conversion

$59

Normally $149
We'll convert your Xero, QB Desktop, or Spreadsheet recorded bookkeeping over to QuickBooks Online.

$132

/mo

$142/mo if paid monthly

Package Breakdown

Personal Return + Schedule C:

Quarterly Bookkeeping Review:

Premium Support from CPA:

Quarterly Tax Payments:

Full Tax Planning Module:

Monthly Tax Webinars:

Total Monthly Fee:

Included

Included

Included

Included

Included

Included

$132/mo

$142

/mo

$152/mo if paid monthly

Package Breakdown

Personal Return + Schedule C

Quarterly Bookkeeping Review:

Premium Support from CPA:

Quarterly Tax Payments:

Full Tax Planning Module:

Monthly Tax Webinars:

Total Monthly Fee:

Included

Included

Included

Included

Included

Included

$142/mo

Your New Halon Pod

Nick
CPA
Summer
Tax Lead
Nancy
Financial Review

Mandatory Add-Ons (First 12 Months Only)

These add ons are required for all new clients for their first 12 months with Halon Tax.

Audit & Notice
Defense

starting at

INCLUDED

/mo

$5/mo if paid monthly
Learn More

Tax Projections
& Planning

INCLUDED

/mo

$20/mo if paid monthly
Learn More

Premium Support
Plan

starting at

INCLUDED

/mo

$20/mo if paid monthly
Learn More

Optional Add-Ons

Halon offers several tax options to help you take your tax planning and business strategies to the next level.

Retirement
Plan

$45

/mo

$50/mo if paid monthly
Learn More

LLC
Formation Filing

$450

/

One Time Payment
Learn More

QuickBooks Online Conversion

$59

Normally $149
We'll convert your Xero, QB Desktop, or Spreadsheet recorded bookkeeping over to QuickBooks Online.

Pricing & Package FAQ's

What is included in the bookkeeping review?

Each quarter your dedicated financial accountant (same accountant every quarter) will log into your bookkeeping and review for mistakes, missed tax deductions, tax planning opportunities (if you have that add on) and more. They then provide you a list of what they found so you can review and make the corrections. If you have prior bookkeeping that is wrong or unfinished we can help you with that too.

What does "Revenue" mean in the package levels?

Revenue is your gross income or sales. To total amount of income or money in that you receive each year. It is the top of the income statement, before any expenses or cost of goods sold is subtracted.

If I am a Sole Proprietor, is the personal return included in my package?

If you are a sole proprietor that files on schedule C, your personal return is included in your package. If you have a S-corporation or Partnership, your business return is included in your package and your personal return is an add on. If you are a sole proprietor and you make more than $20K per year, you should talk to us about tax savings through an S-corp.

How long is the engagement period?

12 months. Each engagement period includes all tax returns, support, reviews, and more. Once 12 months has passed, you many renew the engagement or cease the service.

If I need a prior year return prepared, what is the pricing for that?

Halon can prepare returns going back 7 years. Pricing is based on revenue in those years. For details on the pricing and more information about prior year tax return preparation click here.

What is the difference between Basic Support & Premium Support?

Basic support is email only. Each email in basic support will be replied to within 72 hours of receiving. No meetings and no chat support.

Premium support includes everything in basic, plus optional meetings with your team whenever you want. Also includes quick answers via our live chat and email answers within 24 hours of receiving. Premium support is best if you want to be able to have phone or online meetings with your team during the year.

If I use a bookkeeper that is a Halon Partner can I get a discount?

Yes! If you already have a bookkeeper, they can sign up for our partner program for free and you get a discount. If you don't have a bookkeeper, you can see our list of approved virtual bookkeepers here.

Self-Serve Tax Software

Form 1120S & 1065 Only

$299

Revenue: Less than $250,000

Assets: Less than $100,000

State Additional

Form 1120S

Form 1065

Includes all schedules (K-1's, etc.)

Free eFile with IRS and State

Up to 8 shareholders or partners

7 year tax return storage

START RETURN

No credit card required

Tax Add-On Services

Halon offers several tax options to help you take your tax planning and business strategies to the next level.

Halon Defender
Audit Protection

$69

per year

S-corporation
Conversion

$49

Form 2553

CPA Support
Chat

$89

inside app

QuickBooks Online Conversion

$59

Normally $149
We'll convert your Xero, QB Desktop, or Spreadsheet recorded bookkeeping over to QuickBooks Online.

Pricing & Package FAQ's

Why is Halon so inexpensive? Most of the other accountants I talk to charge triple for this.

Halon relies partly on very sophisticated software to prepare your business tax return. Our CPA's only need to review the return, so we spend much less time on each return compared to other firms that have to key it, review the financials by hand, etc. Our software does all of the time-consuming tasks so that our CPA's focus on the important stuff (like finding more tax deductions!)

What if my bookkeeping has errors or needs corrections?

If you think your books need some work, we have a network of bookkeepers and financial pros that can help you fix them and make sure Halon has the most accurate financial statements to prepare from.

I have an LLC, which package do I choose?

LLC's can be taxed several different ways, and we can help you choose if you click the support button in bottom right of this screen. If you are the only owner, then you most likely need just a personal return with a schedule C. But if you made over $20K, you should talk to us about being an S-corp. You can save a ton of money and we can retroactively elect that. Yeah, back in time!

How do I pay the state taxes if any are due?

Halon will provide you vouchers to mail in with your payment. The vouchers include the address to mail to, the date they must be mailed by, and the amount that is due.

If I am a sole proprietor and file on Schedule C, can I still use Halon?

Yes you can. However you must use our other package: Halon Private Client. You can find it on the other pricing tab above.

If I am a sole proprietor and want to become an S-corp (to save on taxes) can Halon do that for me?

You bet we can. Login and go to your billing screen to purchase our conversion program for $49. We will have you convert to S-corp before we prepare your return so you get all of the tax savings this year. We can backdate s-corp elections back 3 years, contact support if you have questions.

Will I speak with or meet my CPA about my return?

Yes! Every package comes with an option to meet with your Tax Team (add on required). Those meetings are normally about 30 minutes long and allows you to ask any questions and hear what the team advises for your business return this year.

What if the IRS sends me a notice or audits me?

Every return we prepare is guaranteed to be accurate or Halon will pay the interest and penalties. You also have the option of purchasing our Halon Defender™ program. Halon Defender™ provides notice and audit support, preparation of IRS responses, CPA representation and much more. To learn more about Halon Defender™ click here.

See all features and package comparison chart

Corporate & Personal
Tax Return

Business + Personal Tax Return

$109/mo

New Client Pricing

Returning Clients $135/mo & up

Preparation of Form 1120S, 1065, or 1120

Preparation of Form 1040 and state returns.

Personal Organizer & Optional Document Review

Estimated Payment Coupons & Schedule

Tax & Financial
Planning

Add to any tax return package

$75/mo

Business & Personal Projections

$650 each additional partner or owner

Preparation of Tax Projections (Business & Personal)

Customized Tax Strategies & Advice on Lowering Your Taxes

Financial & Retirement Planning Simulations & Consulting

Up to 2 revisions per year & 1 (45 min) presentation meeting

Fractional CFO
Module

Executive Level Leadership

$399/mo

Optimize Growth & Strategies

$1M+ Revenue Custom Quote

Financial Forecasting & Budgeting

Improve customer & product profitability

Find operational friction and cost savings

Supervise contracts and vendor management

Schedule A Free Consultation

|| All packages billed annually ||

Tax Package Add-On's

Bank Feed Bookkeeping

Bookkeeping done for you using bank feeds in QBO. Coding transactions as they come through the bank feed and reconciling bank & credit card accounts.

Best for service businesses that don't exceed 50K per month in expenses.

Starts at $179/mo

Accrual Bookkeeping

Full Service Bookkeeping including everything in Bank Feed Bookkeeping plus management of invoices, payables, bill payments, cashflow reports and more.

Like having a staff person in your office.

Starts at $399/mo

Sentinel Defender

Audit Insurance and Red Flag Services are provided by Halon Defender.
Click here to learn more
.

This service provides a review of your financials before tax prep and defense of IRS notices and audits.

$199/yr

CPA Support Time

Includes Emails or Phone Calls to CPA or tax staff.

Can discuss any topic including taxes, bookkeeping, payroll, and more.

15 minute minimum per interaction.

$160/hr

$999 Annual Bundle (90min/mo)

Extensions

If you do not want to file your tax returns by the deadline, we can file extensions for you.

Extensions usually have to be filed for both the federal return and the state return.

$125/ea

Business Setup

If you want to setup a new LLC or corporation for your business we can help you with that.

Just click the link below to begin your formation documents and our system will handle the rest.

Create Business Entity

Form 2553 Filing

If you want your business to be taxed as an S-corporation, you must file Form 2553.

We can do that for you as part of a business setup package or as a standalone service.

$199

Deadline Upcharge

If tax returns are filed within 7 days of a deadline requiring a rush service.

Extensions prepared & filed within 3 days of a deadline requiring a rush service.

50% Upcharge

Pricing & Package FAQ's

Does Sentinel serve business owners or taxpayers outside the USA?

No, your owners and operators must live in the US.  No foreign country work or work for a non-resident will be approved.

Will I have the same staff people working on my engagement everyday?

Yes. Your CPA and tax staff will be the same year after year and you will be able to contact them directly via email, online meetings, phone, or whatever method you prefer.

How long is the engagement period?

You can cancel anytime. The the tax return preparation is an annual fee paid at tax time or whenever your tax return is prepared.

If I need a prior year return prepared, what is the pricing for that?

Previous year work, whether it be taxes or bookkeeping, is priced the same as what you will pay for current years. When you meet with us we will create a package that includes everything you need and you can pay monthly.

Can I pay monthly or do I have to pay all at once?

We calculate your fee each year, then allow you to pay monthly or if you want a discount can pay for 12 months up front. During the consultation we will show you all your options and prepare a proposal for you that is customized for your business.

Need to get your books and taxes caught up?

Schedule A Free Consultation

Sentinel can prepare your prior month bookkeeping and file taxes all the way back to 2015. All you have to do is sign up for a package and we will explain the process to you and start your work right away!

Optional Add-Ons

Halon offers several tax options to help you take your tax planning and business strategies to the next level.

Personal Tax
Return (1040)

$35

/mo

$20/mo if paid monthly
Learn More

Retirement
Plan

$45

/mo

$50/mo if paid monthly
Learn More

LLC
Formation Filing

$450

/

One Time Payment
Learn More

Have More Questions?

We have a very robust Frequently Asked Questions section on everything
from billing to state taxes.

See Frequently Asked Questions