Personal Tax

Taxes are one of the BIGGEST expenses you will pay over your lifetime - do you really want to price shop your CPA?

Starter

$1200

Base Starting Price

Tax Return Preparation

Annual Tax Strategy Call

Digital document storage

Safe Harbor estimated tax payment calculation

Best Value

Premier

$2400

Base Starting Price

Everything from Starter plan

Limited phone and e-mail support

Assistance with IRS notices for year under engagement

Semi-Annual Tax Strategy Call

Annual Tax Projection

Semi-Annual tax payment calculation

Concierge

$6000

Base Starting Price

Everything from Premier Plan

Unlimited phone and e-mail support

Quarterly tax strategy call

Quarterly estimated tax payment calculation

Semi-Annual tax projection

Audit Support

Personal Tax FAQs

  • A tax strategy call is designed to review your financial situation, understand your goals, and identify potential opportunities for tax savings. During the call, you'll have the opportunity to ask questions and we will work together to outline actionable steps for your tax planning. Please note that this call does not include a comprehensive tax projection.

  • Our limited support covers questions that can be answered without the need for additional calculations or in-depth analysis. If addressing your query requires extra work, we will inform you before proceeding.

  • The starter plan is billed annually at the beginning of tax season. The Premier and Concierge plans are billed on a monthly subscription basis.

  • A tax projection is an estimate of your anticipated taxes based on your current financial data, including income, deductions, and credits. It’s a crucial component of our tax strategy calls, allowing us to tailor financial planning advice, identify potential tax savings, and ensure you are prepared for future tax liabilities.

  • Due to the complexity of constantly evolving tax laws, all tax returns demand meticulous attention. Our starter plan fee reflects the comprehensive care and quality we provide, ensuring every client benefits from expert handling, including a strategic tax call to optimize your return regardless of its complexity.