Tax Service Packages
Silver Tax Package
Best for: W-2 / light 1099 filers who want a clean return plus a clear next step to reduce taxes.
Includes:
Federal + 1 state personal return
Deduction/credit optimization review
Scenario Analysis and Tax Report
“Top 3 Tax Leaks” Summary (1 page) — what likely cost you money + what to change next year
One 20-minute strategy call after your draft is ready
Retirement options to build wealth while minimizing taxes
Insurance review to protect assets and reduce taxes
Please note:
No projections/estimates, no entity/structure planning, no ongoing advisory
Any extra states/forms or complex situations may increase pricing
Pricing: $1,200
Gold Tax Package: Business Owner Core
Best for: Business owners who want proactive planning and predictable quarterly tax payments.
Includes:
Everything in the Silver Package, plus:
1 business return (Schedule C or 1120S/1065) + 1 personal return
Tax Savings Analysis + Detailed Written Report
Scenario-based recommendations to reduce taxes
Prioritized action plan (what to do + by when)
12-month Tax Projection + Estimated Tax Plan (written + numbers)
Quarterly estimates schedule (what to pay + when)
Year-end “Tax Moves Checklist” customized to you
Two 45-minute meetings/year
Planning meeting (mid-year or Q4)
Post-filing review (after filing)
Please note:
Books must be “tax-ready” (cleanup is a separate add-on)
Email support; response within 2–3 business days
Includes 1 entity + 1 owner return (additional entities/states are add-ons)
Pricing: $2,200
Elite Tax Package: Year-Round Strategy (Quarterly)
Best for: Higher-income business owners, multiple income streams, real estate involvement, or anyone wanting year-round tax management.
Includes everything in Silver and Gold Packages, plus:
Quarterly Tax Savings Review + Updated Detailed Written Report (4x/year)
Refreshed scenarios based on your year-to-date numbers
Updated quarterly estimates and projection
Entity optimization review (S-Corp comp check + structure planning)
Priority response (1 business day for non-urgent)
“Decision Support” for up to 2 major events/year (examples: new business launch, major equipment purchase, new state, major contract)
Includes tax impact review + written recommendation
Please Note:
This package doesn’t include IRS resolution, M&A/due diligence, or formal business valuation, these are separately priced.
Bookkeeping/cleanup is separate
Includes 1 entity + 1 owner return unless otherwise priced