Every person’s tax needs are different. Some just need their return completed, others prefer to follow up with any additional questions as they arise during the year, and some want to be more proactive in dealing with their taxes and finances. We’re proud to offer several plans to our clients to meet their needs wherever they might be.
JUST THE TAX
For the client that only plans to use our services once a year to get a top notch quality completed tax return.
- FREE reviews of any federal/state notices or letters. This also includes what needs to be done to resolve the notice or letter.
- Any additional services will be paid for as needed at time of service.
TAX PROTECTION PLAN
An add-on plan for the client that wants to sleep a little easier at night and avoid any tax worries.
- FREE Response letters to any federal/state notices or letters you receive.
- FREE Preparer call to the IRS or state agency on your behalf to resolve the issue.
- Up to four hours of FREE audit support in the event of an audit for the current year’s return, and a 50% discount on any time needed over four hours.
- FREE ID Theft Support should your return be rejected due to ID theft.
$95 for Individuals
$145 for Business, Rental, and Farm returns
TAX FITNESS PROGRAM
Getting in shape is hard work and often people need the motivation to keep going. This add-on plan lets us be your tax fitness instructors!
- All the benefits of the TAX PROTECTION PLAN plus…
- Two FREE 15 minute quarterly phone calls with your preparer during the year. We’ll get these scheduled immediately after April 15.
- Tax Consult to do a retirement forecast, maximize your goals, and get you prepped for the end of the year/start of the next.For our Business, Rental, or Farm clients this meeting will also discuss end of year business decisions,Consults will also be scheduled after April 15.
$760 for Individuals
$945 for Business, Rental, and Farm returns