|Premium Plan||Pro Plan||Basic Plan|
|Monthly Fee Starting At:||$915/month||$475/month||$185/month|
|One-Time Onboarding Fee|
(Custom Quoted) Starts At: (Note 1)
|$3,000 +||$2,000 +||$1,000 +|
|Frequency of Tax Strategies / Estimates||Any Time||Quarterly||Semi-Annual|
|Revolutionary Tax Planning||✓||✓||✓|
|Secured Client Portal||✓||✓||✓|
|Video & Screencast Communication||✓||✓||✓|
|Mobile Device App Friendly||✓||✓||✓|
|Fiduciary Responsibility to Deadline||✓||✓||✓|
|Prioritized Communication System||✓||✓||✓|
|Federal and State Tax Returns (Note 2)||✓||×||×|
|IRS Notice Response (Note 3)||✓||×||×|
|IRS Representation (Note 3)||✓||×||×|
|Planning Meetings w/ your Financial and Estate Team||✓||×||×|
|Annual Pre-Payment Discount||5%||×||×|
|Amended Returns & Back work||Quoted||Quoted||Quoted|
One-time onboarding fee is the cost of setup, implementation, tax research, review of legal documents and other agreed-upon plan such as business formation assistance.
Federal/State Returns: Preparation of annual return(s) will be completed at an agreed-upon time during the yearly engagement, as long as the client is current and on a monthly plan. Any incomplete services, including unfinished tax preparation, will be immediately terminated if a monthly plan is cancelled. We try to turnaround tasks within two weeks and ask that you turn in necessary information by our requested dates (DARB - Deadline Action Required By).
IRS Notice and Representation is included for 20 hours of work once client has been paid for at least one-year of maintenance plan and continues to be a current client.