Packages & Pricing

Stay on top of tax filings and uncover how they impact your income and overall financial health.

Silver
★

Starting at $895

Prep & File

We prepare and file your 1040 return based on your information with an hour of annual consultation. Audit not included but simple IRS correspondence is included.

Gold
★★

Starting at $1800

Prep, File & Support

All of Silver with the addition of tax planning to avoid paying more than necessary. Semi annual consultations to make sure you are on the right tract.

Platinum
★★★

Starting at $3500

We Take Care of Everything 

All of the above with agressive personal tax planning. First priority response and quarterly consultations. Overseeing of tax strategy implemetation and working directly with your other financial advisors.