Monthly Subscription Plans for INDIVIDUAL Tax Preparation

Not all individual taxpayers are equal.  While some people can get by with simple tax software, the fact is that most taxpayers have a much more complex financial profile.  If you own a business, own a home, have minor children, kids in college, are divorced, own property or have any type of investments — tax planning should be an essential element in your financial life.

Our Individual Tax Prep Subscription Service is for smart consumers who want to keep track of their financial transactions throughout the year and plan for them before they happen.  We specialize in helping our clients make the kind of decisions that will minimize the total amount of tax they owe the government and keep more of their hard owned money in their own pockets. If this sounds like the kind of help that you need:

Our Individual Tax Prep Subscription Service is Just  What the Tax Guy Ordered!

We further ease your financial woes by spreading your tax prep payments out over the entire year (April-to-April), thereby avoiding the “sticker shock” of receiving one large tax prep bill at the end of the tax season.

Professional tax preparation made convenient and affordable!

  • Your filing requirements at the time of filing will determine your final subscription premium.
  • Subscription does not include taxes, penalties, or interest owed by the taxpayer(s).
  • Prorated annual subscription balance will be due at the time of tax filing.
  • Subscription deducted via ACH draft from checking account.

Choose the Individual Subscription Level that’s right for your situation.
Contact us today to enroll!

Looking for BUSINESS Tax Preparation? Click here.

PACKAGE FEATURES: Individual Levels 1-3

Level 1 – Individual Tax Prep
Client Type:  Basic Return – no schedules or Earned Income Tax Credit.
Monthly Subscription Rate:  $25

Services Included:

  •  Year-Round Tax & Accounting Services
  •  Federal, state and local income tax preparation
  •  E-Filing and/or Extension Filing
  •  Unlimited Email Support
  •  Review 3rd Party Vendor for Accuracy
  •         (i.e. ADP or bank)
  •  Review of prior year tax return(s) & amend if necessary
  •        (*additional fee for ammended returns)
  •  Post Tax season – budget preparation and consultation
  •  Post Tax season – debt and credit management consultation
  •  Tax blog & email access/updates
  •  Tax Advisor’s time: 1 Hr – (listed below)
    •  Tax/Financial Consultation
    •  Tax Research
    •  Tax Notices
  •  Audit Protection
Level 2 – Individual Tax Prep
Client Type:  Complex Level A Return – includes schedules A, B, D, & Earned Income Tax Credit
Monthly Subscription Rate:  $45

Services Included:

  •  Year-Round Tax & Accounting Services
  •  Federal, state and local income tax preparation
  •  E-Filing and/or Extension Filing
  •  Unlimited Email Support
  •  Review 3rd Party Vendor for Accuracy
  •         (i.e. ADP or bank)
  •  Review of prior year tax return(s) & amend if necessary
  •        (*additional fee for amended returns)
  •  Post Tax season – budget preparation and consultation
  •  Post Tax season – debt and credit management consultation
  •  Tax blog & email access/updates
  •  Tax Advisor’s time: 2 Hrs – (listed below)
    •  Tax/Financial Consultation
    •  Tax Research
    •  Tax Notices
  •  Audit Protection

 

 

Level 3 – Individual Tax Prep
Client Type:  Complex Level B return – includes schedules A, B, D, simple (less than $50K Gross Receipts)schedules C & E &/or Earned Income Tax Credit
Monthly Subscription Rate:  $65

Services Included:

  •  Year-Round Tax & Accounting Services
  •  Federal, state and local income tax preparation
  •  E-Filing and/or Extension Filing
  •  Unlimited Email Support
  •  Review 3rd Party Vendor for Accuracy
  •         (i.e. ADP or bank)
  •  Review of prior year tax return(s) & amend if necessary
  •        (*additional fee for amended returns)
  •  Post Tax season – budget preparation and consultation
  •  Post Tax season – debt and credit management consultation
  •  Tax blog & email access/updates
  •  Tax Advisor’s time: 4 Hrs – (listed below)
    •  Tax/Financial Consultation
    •  Tax Research
    •  Tax Notices
  •  Audit Protection

 

Looking for BUSINESS Tax Preparation? Click here.

Contact us today to enroll in the subscription plan that’s right for you.