Tax Service Packages
Flexible pricing for clients of all types.
Compliance
When you just need a tax return prepared
Personal: Starting at $400
Business: Starting at $2,000
✓ Tax Return Preparation
✓ Tax Return Review-Loom, Zoom, or Phone
✓ Digital Document Storage
✓ Monthly Newsletter Subscription
✓ Dependent Tax Return(s) (80% Discount)
(Optional Add on) Annual Tax Planning Meeting (10% off $300)
Collaboration
Subscribe to your EA and gain year-round access.
Quote requires initial consult
✓ Everything in Compliance
✓ Assistance with IRS & State Notices
✓ Year-Round Support For Your Everyday Tax Questions
✓ Dependent Tax Return(s) (100% Discount)
(Optional Add on) Annual Tax Planning Meeting (50% off $300)
Concierge
This is the ultimate hands-on package.
Quote requires initial consult
✓ Everything in Collaboration
✓ Mid-Year Tax Projection
✓ Fall Tax Projection
✓ Annual Tax Planning Meeting (Included)
Photo by Ant Rozetsky on Unsplash
"Our service is able to give flexibility to fit every client's needs and the transparency every client wants."
– Trevor Betts, President, Enrolled Agent