Let's see if we're a good fit.
As Your Tax Experts We
PREPARE ACCURATE RETURNS
KEEP YOU INFORMED
TAKE THE GUESSWORK OUT
SUPPORT YOU BEYOND APRIL
DELUXE TAX PREP PACKAGE
I want more frequent access to tax advice and strategy.
Personal - Starts at $1000
Entities - Starts at $2000
Only 'Base Fees' are listed. Final prices will vary based upon the forms/worksheets/complexity of the returns.
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Tax Preparation - Federal and State
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Review Session of Completed Return(s)
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Prior Year and Next Year Comparison Summary Reports to See Differences
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Pre-Season Newsletter to Inform You of Important Annual Changes
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Client Resource Vault
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24/7 Access to a Secure Portal to Gather, Organize, Store and Sign Tax Documents
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Estimated Payment Reminders & BOI Update Reminders
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Twice Per Year Consultation Sessions
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Two Additional Tax Questions During the Year
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Free Returns for Dependents or Discounts for Shareholders/Partners/Board Members
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Access to monthly group Zoom call for questions or Hot Topics
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One Amendment Included During Calendar Year
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FBAR Reporting (International Accounts)
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BOI Reporting (Entity Ownership)
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Some Correspondence/Audit/Exam Work Included
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Priority Service
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Standard Work Guarantee
WHAT YOU'RE REALLY GETTING
Hover over the options to see the benefits of working with our team.
Tax Preparation
We are committed to staying educated on the latest tax law changes to ensure your tax returns are always prepared accurately.
Review Session
Prior to signing your taxes, we'll explain your situation to you and answer any questions you have about the tax return. We want you to be able to understand what you are signing.
Prior Year & Next Year Comparison Summaries
We think the best way to understand changes to your taxes is to compare them to the prior year and to see what's coming next year under the laws as we know them. (excludes nonprofit filers)
Pre-Season Newsletter
Every year just before the start of tax season, we keep you informed by sending you our annual newsletter highlighting the major changes we feel affect our clients most.
Client Resource Vault
You will get access to our Client Resource Vault that contains deduction checklists, useful web links, and how-to-videos for things like making IRS payments.
Secure Online Portal
With the portal you can send/receive documents securely, store tax years, and e-sign tax forms. You can download the app to scan documents to pdf or message with us all on your phone!
Important Reminders
We will send you email reminders in April, June, September, and January to make estimated payments and to update your Beneficial Ownership Information (BOI) reporting if needed.
Twice Per Year Consult Sessions
You can schedule sessions to meet for planning and strategizing 05/15 - 09/30 and 11/15 - 12/15 . Unscheduled sessions are lost.
Two Tax Questions Included Until 12/01/24
We are happy to answer emailed/messaged tax questions such as "Is X taxable?", "Do I qualify for X deduction?", "Should I pay off X?", "Should I buy X?", "Should I take a distribution of X?", etc.
Monthly Group Zoom Call
We are inviting higher tier clients to a monthly group Zoom call to ask tax questions about their situation, about ideas they're interested in, or to learn tidbits about hot topics and strategies.
Free and Discounted Returns
Individuals - Free tax returns for all dependents regardless of complexity and 25% discount on gift taxes. Entities - $100 discount for shareholders/partners/board personal returns.
One Amendment Included
If you make a mistake or receive a document after you've filed, you won't have to worry. This package includes one amendment on current or prior year returns up until 12/01/2024.
FBAR Reporting
If you own bank accounts or financial assets in other countries, we will make sure you are complying with any requirement you may have to report on form FinCen114.
BOI Reporting
If you own an LLC, Corporation. or other entity registered with your Secretary of State, we'll make sure you are in compliance with any Beneficial Owner Information reporting to FinCen.gov
Response to One IRS Notice
The IRS sends out millions of notices each year. If you receive one, don't worry. We will read and a craft written response to the first notice you receive during 2024.
Limited Audit/Exam Work Included
6 Hours of future Audit/Exam work included for this return if needed. 3 Hours of Audit/Exam work included for other tax returns if needed until 12/01/2024.
Priority Service
Priority start to your personal tax return within one week of receiving all required documentation if received by 3/20/24 or your entity return if received by 2/20/24.
Standard Work Guarantee
If we make an error on your return, we will take corrective action free of charge and will pay any related interest and penalties up to the point of discovery and correction.