Our Tiered Services – Tailored for Your Success
From essential tax prep to VIP-level planning, customize your plan to fit your needs. Cancel anytime after 90 days.
Yearly
Monthly
Essentials
$
89
/ Month (Paid annually)
-
Features:
-
Individual tax preparation
-
Annual IRS tax filing
-
Annual rental property Schedule E filing
-
Annual State filing
-
Audit protection
-
Strategic tax plan analysis
-
Retirement plan review
-
Investment plan analysis
-
Annual Investment plan review
-
Annual Retirement plan review
-
Proactive outreach and support
-
Add-on: -
Rental property (2+) $9/mo/ea
-
State filing (2+) $29/mo/ea
Premium
$
349
/ Month (Paid annually)
-
All Essentials Plan Features Plus:
-
Annual business tax preparation
-
Annual business tax filing
-
One free amendment
-
Additional annual rental property filings
-
Biannual Tax planning
-
Tax advisory
-
Quarterly tax estimates
-
Biannual Investment planning
-
Add-on: -
Rental property (4+) $9/mo/ea
-
State filing (4+) $29/mo/ea
-
Addt'l Business Filing (2+) $199/mo/ea
VIP
$
529
/ Month (Paid annually)
-
All Premium Plan Features Plus:
-
On-demand meeting
-
Priority filing
-
Priority scheduling
-
Strategic alternative investment planning
-
Add-on: -
Rental property (4+) $9/mo/ea
-
State filing (4+) $29/mo/ea
-
Addt'l Business Filing (2+) $199/mo/ea
Essentials
$
99
/ Month (Paid annually)
-
Features:
-
Individual tax preparation
-
Annual IRS tax filing
-
Annual rental property Schedule E filing
-
Annual State filing
-
Audit protection
-
Strategic tax plan analysis
-
Retirement plan review
-
Investment plan analysis
-
Annual Investment plan review
-
Annual Retirement plan review
-
Proactive outreach and support
-
Add-on: -
Rental property (2+) $9/mo/ea
-
State filing (2+) $29/mo/ea
Premium
$
389
/ Month (Paid annually)
-
All Essentials Plan Features Plus:
-
Annual business tax preparation
-
Annual business tax filing
-
One free amendment
-
Additional annual rental property filings
-
Biannual Tax planning
-
Tax advisory
-
Quarterly tax estimates
-
Biannual Investment planning
-
Add-on: -
Rental property (4+) $9/mo/ea
-
State filing (4+) $29/mo/ea
-
Addt'l Business Filing (2+) $199/mo/ea
VIP
$
589
/ Month (Paid annually)
-
All Premium Plan Features Plus:
-
On-demand meeting
-
Priority filing
-
Priority scheduling
-
Strategic alternative investment planning
-
Add-on: -
Rental property (4+) $9/mo/ea
-
State filing (4+) $29/mo/ea
-
Addt'l Business Filing (2+) $199/mo/ea
Don’t hesitate to Contact us if you need any other information.
What our happy customers say about us
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Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Quis ipsum suspendisse ultrices gravida. Risus commodo viverra maecenas accumsan lacus vel facilisis.
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Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Quis ipsum suspendisse ultrices gravida. Risus commodo viverra maecenas accumsan lacus vel facilisis.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Quis ipsum suspendisse ultrices gravida. Risus commodo viverra maecenas accumsan lacus vel facilisis.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Quis ipsum suspendisse ultrices gravida. Risus commodo viverra maecenas accumsan lacus vel facilisis.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Quis ipsum suspendisse ultrices gravida. Risus commodo viverra maecenas accumsan lacus vel facilisis.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Quis ipsum suspendisse ultrices gravida. Risus commodo viverra maecenas accumsan lacus vel facilisis.