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 |
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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 |