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FOR INDIVIDUALS
 
Personalized Approach To Taking Control of Your Financial Future

Our team will provide the tools and guidance you need to achieve your goals, maximize your savings, and secure a bright financial future.

Our services are for you if...

  • You are are interested in an ongoing advisory relationship with a CPA.

  • You don't own a business, but you do have investment income, own a home, and/or have dependents.

  • You're in need of personalized financial planning, tax preparation, and investment advisory services tailored to your goals.

Choose Your Main Service Tier

To get started with building your ideal service package, simply choose your main service tier based on your current needs.

BRONZE

STARTING AT $1,500/YEAR

  • Tax Roadmap

  • Annual Tax Return Preparation and Filing - Federal and State(s)

  • Estimated tax calculations and vouchers prepared with tax return

  • Live meeting to discuss tax return results

  • Tax Withholding Form (W4) review and recommendations

SILVER

STARTING AT $2,000/YEAR

  • Includes everything in BRONZE plus:

  • Notice Management - Power of Attorney on file with the IRS to monitor any potential notices**

  • Mid-year update to estimated tax calculations

  • 2 formal consultations per year

  • Streamlined Installment Agreement setup, if needed

  • Informal check-ins

GOLD

STARTING AT $3,000/YEAR

  • Includes everything in SILVER plus:

  • Up to 2 tax plans per year

  • Quarterly update to estimated tax calculations

  • Assistance with submitting estimated tax payments (we'll submit on your behalf with your approval)

  • Up to 6 consultations per year

  • 2-day response time to emails

**DOES NOT INCLUDE AUDIT REP OR AMENDMENTS FOR INFO NOT INITALLY PROVIDED BY THE CLIENT.

 

YOUR PERFECT PACKAGE
Add Step 1 for Total Per Month
PRICE

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