Tax Package

	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 +

Audit Protection	✓	✓	✓
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	✓	✓	✓
Newsletters	✓	✓	✓
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

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.