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Individual Tax
OUR SERVICES
Individual Tax
We greatly value all of our clients and desire to partner with you and your other advisors to meet your financial and tax goals. Individual tax is by referral only, and only if you do not have a business. For our individual tax clients, we never charge for preparations of estimates, preparations of extensions, or for questions that don’t require detailed analysis.
No one likes unexpected bills, so we will always notify you before starting if a requested project or question will result in additional charges!
If you have a small business that you are looking for services for, check out our business services, we can put together a package to better serve your needs as an owner of a business. This can entail quarterly tax projections ran, tax planning, consulting, and more, whatever is best for your situation and desires!
Tax
Individuals
| Package | Gold | Platinum |
|---|---|---|
| Starting at $1,200 |
Starting at $1,700 |
|
| Who Should Be Interested? | For those who want a tax return and a tax projection with the return, plus someone to answer questions throughout the year. | For those who want a tax return, questions answered throughout the year, and tax projection and planning in November or December. |
| Tax Return |  |
|
| A Phone Call or Meeting at Tax Time | |
|
| No Additional Charge For Extensions | |
|
| Unlimited Phone Calls and Emails | |
|
| Safe Harbor Estimates Ran (If Needed ) | |
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| No Charge For Sending Returns To Third Parties | |
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| Respond To Notices For Returns We Prepared | |
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| Tax projection with tax return | |
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| Tax projection and planning in Nov or December | |
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| Tax Audit Representation For Returns We Prepared | |