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Choose Your Plan

  • Pro

    6,000$
    Starting at
     
    • Preparation of US and State individual tax returns
    • Virtual tax return review via Zoom meeting
    • Custom quarterly tax estimates based on actual income
    • Quarterly Tax Projections
    • Quarterly Tax Strategy Calls
    • Personalized tax plan with three (3) tax scenarios
    • Review of all IRS/State letters received
    • Unlimited Email Support
    • 2-week turn-around time
    • Extension filing available at client's discretion
    • Add: Business tax return starting at $2,500
    • Add: Monthly Bookkeeping Subscription starting at $500
  • Core

    3,500$
    Starting at
     
    • Preparation and filing of US and State individual tax return
    • Tax return review via Loom recording
    • Custom quarterly tax estimates based on Safe Harbor
    • Semi-Annual Tax Projections
    • Tax Strategy Calls 2x per year
    • Personalized tax plan with one (1) tax scenario
    • Review of all IRS/State letters received
    • Unlimited Email Support
    • 4-week turn around time
    • Extension filing available at client's discretion
    • Add: Business tax return starting at $2,500
    • Add: Monthly Bookkeeping Subscription starting at $500
  • Basic

    1,500$
    Starting at
     
    • Preparation and filing of US and State individual tax return
    • Tax return review via Loom recording
    • Custom quarterly tax estimates based on Safe Harbor
    • Annual Tax Projections
    • Limited Email Support
    • 6-week turn around time
    • Extension filing available at firm's discretion
    • Add: Business tax return starting at $2,500
    • Add: Monthly Bookkeeping Subscription starting at $500
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