Essential
$750/yr (base starting price)
- ✓ Secure upload platform
- ✓ Option to drop off documents
- ✓ Preparation of tax return
- ✓ Communication within 72 business hours
Individual Tax Services
Membership Tiers
Choose your level of individual tax support.
Most Popular
Premium
$1,200/yr or $100/mo (base starting price)
- ✓ Everything in Essential
- ✓ Tax return review Q&A (30 minutes)
- ✓ Preparation of Texas Franchise return
- ✓ Quarterly tax payment calculation
- ✓ Mid-year tax estimate
- ✓ 30 minutes of other communication (text/phone/email)
- ✓ Optional IRS tax payment assistance available
Executive
$1,500/yr or $125/mo (base starting price)
- ✓ Everything in Premium
- ✓ Unlimited communications with partner during the year
- ✓ Communication within 24 business hours
- ✓ IRS correspondence
- ✓ Optional IRS tax payment assistance available
What's Included
Explore each part of this service.
Tax Preparation
According to a study released by the US Government's General Accounting Office, most taxpayers believe they benefited from using a professional tax preparer.
Learn more ›Tax Planning
Planning is key to successfully and legally reducing tax liability. We go beyond tax compliance and proactively recommend tax-saving strategies to maximize after-tax income.
Learn more ›Tax Problems
We help resolve tax problems and put an end to the stress the IRS can cause. Our services include IRS audit representation, non-filed tax returns, and help getting your IRS file.
Learn more ›Ready for a firm that plans ahead with you?
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