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. For all of our individual tax clients, Silver Package and up, 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 Silver Gold Platinum
Starting at
$700
Starting at
$1,200
Starting at
$2,000
Who Should Be Interested? For those who just need a tax return and want someone to answer a few questions for them throughout the year For those who want a bit more service, they need a tax return, someone to answer questions throughout the year, and would like someone to help them tax plan around the end of the year. For those who would like to contact throughout the year. Who need a tax return, someone to answer questions, and would like up to 3 planning meetings throughout the year.
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 )
No Charge For Sending Returns To Third Parties
Respond To Notices For Returns We Prepared
Tax Planning Meeting
Up To 2 Additional Meetings During The Year
Tax Audit Representation For Returns We Prepared