Compliance 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 Partner regarding preparation of the tax return.

Tax Preparation

Q&A Meeting (Optional Add-on)

Q&A Meetings are 15-minutes ($75) or 30-minutes ($150). The meeting is designed to answer your questions and provide advice. These meetings can be scheduled at any time during the year through our website.

Return Review (Optional Add-on)

This service allows you to schedule a meeting with your Tax Partner 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 Partner 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).

Compliance Package does NOT include:

The compliance package does not include the following:

  • Communication Retainer

  • Onboarding Consult (New Clients Only)

  • Tax Planning Meeting(s)

  • Advisory Call(s)

  • Payroll Monitoring

To gain access to these services, you must upgrade to the Advisory Package.