
Tax Strategy + Consulting
[B]racket Plans
What's included:
- One business federal filing
- One business state filing
Add Tax Planning:
- Initial tax planning and strategy meeting
- Mid-year and year-end planning meeting
- One year tax projection workbook, updated mid-year
- Audit protection
- "Quick questions" year round access
- Assistance with IRS notices
+ $500 / return
What's included
- One personal federal filing
- One personal state filing
Add Tax Planning:
- Initial tax planning and strategy meeting
- Mid-year and year-end planning meeting
- One year tax projection workbook, updated mid-year
- Audit protection
- "Quick questions" year round access
+ $500 / return
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