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Want to see if we are a good fit?

Fill in the contact form below to get more information about how we can best serve you.

    Please review our Client Tax Packages below and let us know which you are most interested in.
    Prep PlusRetiree Tax Planning

    Want to see if we are a good fit?

    To help determine if you are a good fit for tax planning, I need some basic information from you. The information below will help me understand your needs and if we should explore working together.
    Take control of your financial destiny. Join us and experience the difference that proactive, personalized tax planning can make in your life. Your journey to a tax-efficient and fulfilling retirement starts here. 

    Client Tax Packages

    One-Time Onboarding Fee

    Monthly Fee (Custom Quoted) Starts at:

    Frequency of Tax Strategies/ Estimates

    Expedited Onboarding Process

    Federal/ State Income Tax Preparation

    Prioritized Communication System

    24/7 Cloud Access to Gather/ Sign Docs

    Video & Screencast Communication

    Planning Meetings

    Coordination With Your Financial Team

    Retirement Plan Optimization

    IRS Notice Response

    VIP Rewards

    Business Deduction Optimization

    16 Point Bookkeeping Review

    Income Distribution Planning

    Social Security/ Pension Optimization

    Roth Conversion Planning

    Inheritance/ Legacy Planning

    Legal Entities Optimizations

    Priority Service (Off Hours + Weekend)

    Annual Prepayment Discount

    Amended Returns & Back Work

    Pro Business
    Tax Plan

    Custom

    $649+/mo.

    Quarterly

    Virtual/ In Person

    Anytime

    Annual

    5%

    Custom

    Basic Business
    Tax Plan

    Custom

    $229+/mo.

    Semi-Annual

    Virtual/ In Person

    Semi-Annual

    1 Time

    5%

    Custom

    Retiree
    Tax Plan

    Custom

    $159+/mo.

    Semi-Annual

    Virtual/ In Person

    Semi-Annual

    5%

    Custom

    Prep Plus
    Individual Prep

    $149

    None

    Estimates 1x

    $450+

    Virtual/ Phone/ Email

    Annual

    $250+

    Custom