Essentials

Who It’s For: Individuals wanting a professional CPA to prepare their taxes

Included Services:

• Individual Tax Return

Access & Support:

• No more than 3 business days response time (Email/Phone)

Additional Options:

• Out of Scope Requests ($395/hr)
• Business Tax Preparation - Call for pricing

Premier

Who It’s For: Individuals wanting a professional CPA to prepare their taxes and provide some guidance throughout the year, including estimates

Included Services:

• Individual Tax Return
• Quarterly Federal Income Tax Estimation
  

Access & Support:

• 3rd Quarter Check in for potential tax position changes
• No more than 2 business days response time (Email/Phone)
• 5 hours of IRS Notice & Audit Support

Additional Options:

• Out of Scope Requests ($295/hr)
• Business Tax Preparation - Call for pricing

Advanced

Who It’s For: Individuals wanting a professional CPA to prepare their taxes, provide guidance, and provide strategies for long term planning based on their goals

Included Services:

• Individual Tax Return
• Quarterly Federal Income Tax Estimation

Access & Support:

• 2x/Year Check in for potential tax position changes
• Next business day response time (Email/Phone)
• 10 hours of IRS Notice & Audit Support

Additional Options:

• Out of Scope Requests - 10 hours included per year then $195/hr
• Business Tax Preparation - Call for pricing