Advisory Package includes:
Preparation of both your Federal and State income tax returns. All returns receive a review after preparation to ensure accuracy. Tax Preparation also includes all communication between you and your Tax Advisor regarding preparation of the tax return(s).
Tax Preparation
Email and Phone Support
$300 retainer that covers 1-hour of quick calls, emails, and research throughout the year. This retainer allows you to contact your Tax Advisor without having to schedule an appointment. For extensive conversations, a meeting will need to be scheduled and is not covered by the retainer. The retainer is NOT an annual or monthly fee. Any unused amounts will be carried forward to the next year. You will only have to renew your retainer once it has been fully used. In order to be an Advisory client, you must have an email and phone support retainer on file at all times. The retainer is non-refundable.
Comprehensive Consult (New Clients Only)
This includes two 60-minute meetings for new clients. The first meeting is to help us gain an understanding of your current situation, your concerns, and your goals. Additionally, we will review your previous 3 year returns prior to the meeting and walk you through what we find. In the second meeting, about a week later, we will provide you with a packet that includes two Financial Diagrams and an Implementation Guide. The first Financial Diagram is a one-page illustration of your current tax and wealth situation. The second Financial Diagram is a one-page illustration of your optimized tax and wealth situation. The Implementation Guide provides instructions on how to implement the optimized tax and wealth strategies. During the meeting, we will discuss your Financial Diagrams and the strategies we recommend for your situation along with answering your questions.
*Tier 1 ($1,000): clients without a business.
*Tier 2 ($1,500): clients with a business.
*Tier 3 ($2,500): clients with multiple businesses. Tier 3 includes an additional 30-minutes in both meetings.
This meeting is designed to go in-depth into both your personal and business situation, which includes a tax projection, building your financial diagram, tax and wealth building strategies, and steps to implement the strategies discussed. This service requires comprehensive preparation on our part beforehand. Therefore, we must receive your most up-to-date financials along with other requested information before the meeting can be scheduled. After we have received and reviewed the requested information, we will then send you the link to schedule the Tax Planning meeting. Additionally, the invoice must be paid prior to the meeting. The meeting length is up to 90-minutes.
For those with a business, the first Tax Planning meeting in a calendar year is $1,750. Subsequent tax planning meetings in a calendar year are $1,250. If you have more than one business, the price may be more. If you do not have a business or are a sole proprietor, the cost of the meeting may be less. Please contact our office for more information.
Tax Planning Meeting(s) (Optional Add-on)
Advisory Call(s) (Optional Add-on)
We offer 30-minute ($150) and 60-minute ($300) advisory calls. These calls are designed to help answer your specific tax and wealth building questions. You can schedule these calls through our calendar link: Schedule
Note: The Communication Retainer is designed to cover short calls and emails, while Advisory Calls are designed to address extensive conversations over specific topics of your choosing.
Payroll Monitoring (Optional Add-on)
$200 annual fee to monitor and run your payroll throughout the year. This service does not include IRS notices regarding payroll. IRS notices are covered under our IRS letters service. Additionally, this service is only available to certain small businesses. To see if you qualify for this service, please contact our office.
Return Review (Optional Add-on)
This service allows you to schedule a meeting with your Tax Advisor to go over your return after it has been prepared but before you sign. The purpose of this service is to allow you the opportunity to have your Tax Advisor walk you through your return and provide insight into your situation. The meeting is 30 minutes long ($150). Additional time can be scheduled at our hourly rate ($325).
