Tax Solutions for Individuals
Customized packages for your specific needs
In today’s tax landscape, a one-size-fits-all solution shouldn’t be your only option. That’s why we offer tailored solutions to meet your unique and specific needs and objectives. Solutions designed for you.
Your Unique Financial Situation Deserves A Unique Solution That’s Made For You.
Our reimagined service packages allow you to find the perfect tax solution you need. A simple process and filing? We can do that. A business and individual combined return? Let’s dig into that and help you find ways to save on taxes. Looking to grow your small business? We’ve got a solution for you, too. Give us a call and find out what our expert consultants can do to help guide you into a successful future.
ESSENTIAL Package
Efficient Tax Solutions for Peace of Mind
-
Benefit from a dedicated team of professionals who not only meticulously review your financial tax documents but also take the time to understand you as a taxpayer. This personalized approach ensures that all your questions are addressed
-
Proactive identification of potential tax-saving opportunities during tax preparation.
-
Ensuring accuracy and completeness for both Federal and State returns.
ADVANCED Package
Strategic Approach for Enhanced Tax Outcomes
-
Including expert tax team assignment and meticulous tax filing.
-
Engage in a 45-minute in-depth discussion with a CPA, tailored to your unique tax situation, goals, and queries. This session is designed to delve into your tax composition, ensuring clarity and strategic guidance.
-
Benefit from a yearly strategic session dedicated to uncovering opportunities to minimize your tax liability. This meeting is not just about planning; it's an educational experience that empowers you as a taxpayer and addresses all your tax-related questions.
PREMIER Package
Holistic Financial Guidance for Maximum Impact
-
This includes everything in the ADVANCED package, enhanced with a semi-annual strategic tax planning meeting to review and adjust strategies mid-year
-
Engage in a focused 1-hour session with a CPA, specifically tailored to your unique tax situation and objectives. This comprehensive discussion aims to thoroughly explore your tax profile, offering clear insights and strategic advice.
-
Enjoy year-round access to your professional tax team, including CPAs. We're fully engaged with your financial journey, ensuring your questions are addressed promptly, without the need to wait.
-
In the unlikely event of a tax audit, you'll have expert consulting and representation at your side, guiding you through every step and ensuring the best possible outcome.
-
Receive comprehensive assistance in resolving any tax-related notices from the IRS or state agencies quickly and effectively, minimizing potential stress and disruption.
Find the package that is right for you.
-
The essential package is designed to benefit taxpayers who do not require extensive tax planning or in-depth strategic implementation. It is suitable for taxpayers with recurring and relatively consistent activity year over year. This package provides a high level of client services and a dedicated client team to communicate with during the tax preparation service experience.
-
The advanced tax package is designed for taxpayers who would benefit from comprehensive taxpayer composition analysis, tax planning, and help with strategic tax plan implementation for their tax composition. The goal is to implement strategies that will reduce their tax exposure and provide them with guidance for future tax consequences based on their overall current and future tax composition.
In addition to the annual strategic tax planning and advisory service and meeting, there will be a tax consultation to further discuss the implemented strategies and the taxpayer's tax return preparation and filing. During this consultation, the taxpayer can ask any questions they have regarding their tax filing, tax strategy, implementation, and estimates for the future tax year.
-
The premier package is designed for taxpayers with a complex tax composition. In addition to strategic planning and advisory implementation support, as well as annual consultations during tax preparation, this package goes beyond the standard routine services. We offer a unique relationship dynamic with our clients, providing continuous service support. This allows clients to feel comfortable communicating with our team regularly to address their specific needs and questions, pertaining to the demands of their tax composition.
Furthermore, our premier package includes dialed-in tax audit support in the event of an audit. We also offer IRS and state notice support and resolution, aiming to alleviate any stress and burden our premier package clients may experience. Our goal is to enable our premier package clients to focus on their higher value contributions to their personal financial composition or personal lives knowing they have comprehensive tax support.