Tax Package

Premium PlanPro PlanBasic 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 +
Audit Protection
Frequency of Tax Strategies / EstimatesAny TimeQuarterlySemi-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 Discount5%××
Amended Returns & Back workQuotedQuotedQuoted

Note 1

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.

Note 2

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).

Note 3

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.