Individuals

Enhance your tax experience

We work with business owners, entrepreneurs and individuals who have tax situations that allow us to provide value, not just as tax return preparers, but as partners in their ongoing tax planning and management. We work with clients who desire a long-term relationship and a higher level of understanding and involvement in their tax and financial matters. Our clients see the value in leveraging technology to make handling their tax matters more efficient and effective. Our clients value a holistic approach to managing their affairs, by making sure all of their key advisors are working together. We offer packages for our individual clients that vary in the level of annual interaction and planning, but each approach encourages and includes some level of year-round interaction and planning.

Our pricing is straightforward and is based on the components of your tax situation.

Basic

Includes:

  • Tax return preparation and filing
  • Analysis of current year
  • ShareFile secure file storage and sharing
  • Estimated payment & withholding advice for coming year
  • Included calls with you or your other advisors: (2)
  • Email support within 72 business hours
  • Year-end tax projection: (1)
  • Tax strategy planning projects using TaxPlan IQ: (1)

Straightforward pricing based on your tax situation, starting at $2,750

Standard

Includes Basic plus:

  • Included calls with you or your other advisors: (4)
  • Estimated payment reminder emails
  • Audit assistance - handling taxing authority notices & inquiries included
  • Year-end tax projection: (2)
  • Tax strategy planning projects using TaxPlan IQ: (2)
  • Dedicated meetings with client's financial advisor: (1)

Straightforward pricing based on your tax situation, starting at $3,750

Complete

Includes Standard plus:

  • Included calls with you or your other advisors: (unlimited)
  • Email support & calls scheduled within 24 business hours
  • Setting up estimated payment transactions for you
  • Year-end tax projection: (3)
  • Tax strategy planning projects using TaxPlan IQ: (3)
  • Implementation & management of tax strategies
  • Dedicated meetings with client's financial advisor: (2)

Straightforward pricing based on your tax situation, starting at $4,750