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

PREMIUM TAX PREP PACKAGE

I want tax preparation plus some ongoing support during the year.

Personal - Starts at $1000
Entities - Starts at $2000

Price will vary based upon complexity of the returns.

Benefits of package pricing - Value added of all additional perks is at least $1950 (Personal) or $3000 (Entities) over the Classic Package.

  • Tax Preparation - Federal and State

  • One-on-One Session to Review the Completed Return(s)

  • Prior Year and Next Year Comparison Summary Reports to See Differences

  • Pre-Season Newsletter to Inform You of Important Annual Changes

  • Client Resource Vault

  • 24/7 Access to a Secure Portal to Gather, Organize, Store and Sign Tax Documents

  • Estimated Payment Reminders

  • Quarterly Check-Up Sessions

  • Up to 5 Email Consultations for Tax Questions

  • Standard Returns for All Dependents

  • Amendments Included During Calendar Year

  • Will Review and Respond to First 3 IRS Notices Received

  • Third Party Verification Letters

  • Annual Reasonable Comp Study (for corp. shareholders)

  • Standard Work Guarantee

  • Option to be Billed Monthly

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.

One-on-One 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!

Estimated Payment Reminders

You won't have to worry about forgetting to make your estimated paymentsWe will send you email reminders in April, June, September, and January.

Quarterly Check-Up Sessions

You can schedule a session to meet in June, September, and December to discuss any changes in your tax situation, get a withholding review, and/or recalculate estimated tax payments.

Up to Five Email Consultations Included

Use your email consultations for pressing 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. 

Standard Returns Filed for All Dependents

Dependents often file incorrectly, causing delays in their parents' returns.  We'll file tax returns for all of your dependents regardless of the complexity of their information.  (Entity filers excluded.)

Amendments Included As Needed

If you make a mistake or receive a document after you've filed, you won't have to worry.  This package includes amendments on current or prior year returns up until December 31st.

Response to Three IRS Notices

The IRS sends out millions of notices each year.  If you receive one, don't worry.  We will read and craft written responses to the first three notices you receive during the calendar year.

Third Party Verification Letters

It is standard practice for lenders to request third party verification letters before approving loans.  We will craft these letters verifying information known to us regarding your taxes.

Annual Reasonable Compensation Study

Corporate Shareholders performing services for their company must pay themselves a salary.  Audit-proof your taxes and payroll by making sure you are not paying too much or too little.

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.

Monthly Billing Option

We want you to remember to take advantage of all of these wonderful package benefits.  We believe charging you monthly will remind you to engage with us!

Ready to get started?