Once you have been set up with your current financial advisor and client portal, you can opt in to our services below.
Don’t have an advisor? No problem! You can waive our advisor services.
Starting at $500 per return per tax year
Download the full price list HERE
$1200 per return per tax year
Download the full price list HERE
$1200 per return per tax year
Download the full price list HERE
| A La Carte Add-ons | Written Summary | Summary and Review Meeting | Meeting Length |
|---|---|---|---|
|
Each Quarterly tax payment calculation (Q1, Q2, Q3) |
$300 |
$450 |
30 minutes |
|
End of Year Tax Payment Calculation (Q4)
|
$300 |
$450 |
30 minutes |
|
Personal Tax Planning |
$500 |
$650 |
30 minutes |
|
Business Tax Planning |
$1500 |
$1800 |
60 minutes |
|
Tax Research on Tax Topic |
$300 |
||
|
Meeting for Tax Topic |
|
$150 |
30 minutes |
Packages are charged up-front annually, with the option to pay in monthly, interest-free payments. Cancelled subscriptions revert to a-la-carte pricing.
| Subscription Add-ons | Per month |
|---|---|
|
1040 (per return)
|
$50 |
|
1065 (per return) |
$100 |
|
1120 (per return) |
$100 |
|
1041 (per return) |
$50 |
|
Payroll Monitoring (Gusto) |
$50 |
|
Full Payroll |
Starting at $400 |
|
Bookkeeping Monitoring (Quickbooks) |
$50 |
|
Full Bookkeeping |
Starting at $400 |
|
IRS Transcript Monitoring |
$50 |
