Services
Essential Tax Prep
For individuals and families who just want their taxes filed accurately and on time.
- Federal & State return preparation
- E-file with direct deposit/refund tracking
- IRS correspondence support (basic)
- Secure digital document storage
Starting at: $300–$500
Proactive Tax Plus
For clients who want more than compliance—year-round peace of mind.
- Everything in Essential Tax Prep
- Mid-year tax check-in (to avoid surprises)
- Customized tax-saving recommendations
- Guidance on major life events (retirement contributions, real estate sales, inheritance, etc.)
- Quarterly estimated tax review (if applicable)
Starting at: $800–$1,200/year
Tax & Retirement Strategy
For pre-retirees, retirees, and small business owners who need integrated planning.
- Everything in Proactive Tax Plus
- Retirement income planning (Social Security timing, RMD strategies)
- Tax-efficient investment withdrawal planning
- Multi-year tax projections
- Coordination with estate planning & financial goals
Starting at: $1,500–$3,000/year
Business Owner Package
For entrepreneurs and small business owners who want complete tax and financial oversight.
- Business + personal tax returns
- Quarterly business review (bookkeeping/tax alignment)
- Entity optimization (LLC, S-Corp, partnership strategy)
- Payroll & estimated tax planning
- Ongoing business deductions audit
Starting at: $2,000–$5,000/year