Tax Service Options

This year, we are introducing a three-tier service model. This allows you to choose the level of support that best fits your needs while ensuring we can continue to deliver high-quality work with the added tools and support that now come with modern tax service.  

All tiers include: 

• Professional preparation of your tax return 
• Electronic filing 
• Secure document handling 
• Accuracy review 
• Ongoing client support 

A modest inflation adjustment has been applied to pricing; however, the Essential package will be priced at a discount to what you paid last year.  Please note that all returns come with Audit Protection (up to $1 Million in legal fees (CPAs, EAs, Attorneys), notice and letter handling, and error protection). 

2025 Individual Tax Service Options 

Essential — Same Reliable Service as Previous Years, Delivered fully remote

For clients who simply want professional preparation without additional advisory services.

Includes:

• Federal & state & local tax preparation and filing
• Secure electronic filing & document portal
• CPA accuracy review
• Standard support for routine questions – 72 Hours
• Notice Support and Audit Protection through Protection Plus.

This tier maintains continuity for long-time clients who prefer a straight-forward filing experience, who don’t need or want review appointments or income projection, tax planning or tax advisory work.

Expected cost for work: $200-300, depending on stock sales/investment income. Price includes a single State return. (most common)

Advanced— Added Protection & Annual Planning

Best for clients who want more confidence and clarity without full advisory services.

Includes everything in Essential, plus:

• One annual tax consultation (planning, life changes, home sale, estimates, retirement questions, etc.)
• “What Changed This Year?” Review — a simple planning snapshot identifying new deductions, red flags, or opportunities to discuss.

This tier helps you make informed decisions throughout the year rather than reacting at tax time.

Expected cost for work: $900 – Itemized + Investment Income + Sch C or 2 Rentals + Multiple States

Premium — Advanced Advisory & Proactive Strategy

Limited to 100 clients to ensure true access and meaningful planning support.
For clients who want deeper insight, multi-year strategy, and year-round connection.

Includes everything in Advanced, plus:

• Priority advisory access (preferred scheduling and faster advisory turnaround)
• Up to three tax consultations per year
• Advanced tax analysis and advisory using premium planning software
• Proactive tax strategy opportunities identified and presented throughout the year
• CPA appointments included
• Letters are answered and handled in-house.

Ideal for high-income and clients with complex situations, multiple income streams, self-employed taxpayers, property owners, multiple State returns, and those wanting a more strategic tax relationship.

Expected cost for work: $1,600 – Itemized + Investment Income + Rentals + Sch C + K1s

2025 Business Tax Service Options