Service Packages
We offer three tiers of tax services for both individuals and businesses. Choose the package that best fits your needs — from basic tax prep to in-depth year-round planning and support.
Compliant
Our entry-level package includes tax preparation for the year, a review of the past three years for potential savings, and a review meeting before filing. We’ll answer questions about IRS notices and offer secure digital document storage for your records.
Proactive
Includes everything in the Compliant package, plus year-round tax guidance to help you plan and avoid surprises. We provide tax simulations to guide financial decisions and a detailed report explaining your return and tax liability.
Strategic
Our premium package includes all Compliant and Proactive services, plus a personalized tax strategy session and a detailed video walkthrough of your return. We also handle IRS communications on your behalf and offer priority support.
