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Tax Planning Packages
Basic
One time fee of $200
This package is a perfect to add with your yearly tax preparation!
Includes:
1 Year of IRS Audit & Notice Representation
Yearly Portal Access
CPA Email or Direct Message Limited Support
3rd Quarter Basic Tax Planning Meeting with a CPA
Quarterly Estimated Tax Payment guidance
Discount on the following year tax preparation
Peace of Mind Knowing you have a CPA by your side!
PRO Package
Starting at $800/one time fee
Ideal for Self Employed, Real Estate Investors, small businesses, investors, or anyone that wants to reduce year end taxes!
Includes everything in Basic, Plus:
1 Year of Full IRS Representation
Initial Tax Reduction Planning Meeting & Report
Full Phone & Email Support from a CPA all year
3rd Quarter Full Tax Strategy Meeting & Report
Tax Savings Retirement Plan Recommendations
Yearly Compliance Check
Year-end Tax Preparation Included
Premium
Starting at $1,250/one time fee
This package is ideal for small businesses or individuals that are looking for more specialized tax planning.
Includes everything in the Pro, plus:
Quarterly Tax Strategy Meetings with your CPA
Quarterly business compliance checks
Unlimted Support from your CPA all year long
Gudiance on Adopting Tax Savings Strategies
Year end & quarterly tax returns included
Quarterly Financial Goal Meetings
Peace of Mind Knowing you have a CPA by your side!
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