Service Packages

Essentials

Package

For Individuals and Married Couples

 

Starting at $349

 

  • Annual income tax preparation (Form 1040)
  • One state return filing
  • Comprehensive tax planning for 2024
  • Digital document storage and secure portal access
  • Virtual consultation and return review
  • E-filing service
  • 3-year ongoing audit assistance for tax year filed
  • Tax fraud recovery with identity theft restoration
  • Up to 6 months of credit monitoring after identity restoration

Business Essentials

Package

For Sole Proprietors and Landlords

 

Starting at $799

 

  • All items from Essentials Package PLUS
  • Annual reconciliation of state business filings (G-49s)
  • Business expense categorization review
  • Self-employment tax plannings
  • Home office, vehicle, or retirement plan deduction analysis (if applicable)
  • Reminders during off-season to file GET and Reconcile Bookkeeping
  • Connect business owners with external resources to achieve goals

Asset Enterprise

Package

For Single Member LLCs

 

Starting at $1099

 

  • All items from Business Essentials Package PLUS
  • SMLLC ongoing annual compliance
  • Beneficial ownership assistance
  • Asset protection strategy review
  • Complete LLC checklist to ensure proper liability protection and operations are established & compliant 
 

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