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FOR INDIVIDUALS
 
Personalized Approach To Taking Control of Your Financial Future
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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...

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  • 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

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

BRONZE

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STARTING AT $1,200/YEAR

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  • 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

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STARTING AT $1,500/YEAR

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  • 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

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STARTING AT $2,000/YEAR

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  • 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.

**If you are looking for only tax return prep it is $350+ paid before filing return.
By via refund option includes prep fee plus $19.95 transmitter fee plus $44.95 bank fee.

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