For Individuals
We are the perfect partner for you when…
You’re an Individual: Looking to walk away from
the tax implication headaches and focus on spending time on what matters most to you, build an ongoing advisory relationship with a CPA.
You don't own a business, but you do
have investment income, own a home,
and/or have dependents.
You're looking for personalized tax strategies and preparation, and investment strategies and guidance designed to fit your unique goals.
To get started with building your service package, simply choose your main service tier based on your current needs.
TIER 1
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Tax Roadmap
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1 Tax plan per year
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Annual Tax Return Preparation and Filing
- Federa
- 1 State(s) -
Estimated tax calculations and vouchers prepared with tax return
-
Live meeting to discuss tax return results
-
Tax Withholding Form (W4) review and recommendations
TIER 2
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Includes everything in Tier 1 Plus:
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Unlimited States
-
1 Tax plan per year
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Notice Management
- Power of Attorney on file with the IRS to monitor any potential notices** -
Mid-year update to estimated tax calculations
-
1 formal consultations per year
-
Streamlined Installment Agreement setup, if needed
TIER 3
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Includes everything in Tier 2 plus:
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Unlimited States
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Up to 2 tax plans per year
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Quarterly update to estimated tax calculations
-
Assistance with submitting estimated tax payments
- We'll submit on your behalf with your approval -
Up to 4 consultations per year
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Informal check-ins
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Bonus Services: Potentially savings thousands with our pro tax solutions.
- Continuous Email Support and Phone call support
- 2-3 days response time to email
- Tax recommendations updates and support
STEP 1
CHOOSE YOUR MAIN SERVICE TIER
