Tax Packages
These packages are based on tax filing of one federal individual income tax return and resident state. Starting prices are based on a reasonable number of income sources including wages, interest, and dividends.
Silver
Tax Return Preparation
E-filing of Returns
Digital Copy of Returns
Digital Organizer via Secure Portal
Safe Harbor Estimates
Email Access for "Quick Questions"
Tax Notice Review
Starting at $800
Gold
Everything in Silver Package plus:
Hard Copy of Returns (upon request)
Tax Saving Suggestions
Customized Estimated Tax Calc
Phone & Email Access
(3 Business Day Return)
Enhanced Tax Notice Support
Starting at $1,300
Platinum
Everything in Gold Package plus:
Tax Planning Session
(Summer or Fall)
Periodic Estimated Tax Calculations
Return Walk-thru
Phone & Email Access
(2 Business Day Return Policy)
Comprehensive Tax Notice Support