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OUR SERVICES

Our suite of tax services caters to every facet of your tax needs, whether you're looking for the convenience of a subscription service or the flexibility of pay-per-service options. Our subscription packages offer tiered levels of service, from basic tax filing and support to premium packages that include tax planning and audit assistance. For those preferring a more flexible approach, our pay-per-service menu allows you to choose exactly what you need, when you need it. Plus, with our partnerships through affiliate programs, we offer special deals to enhance your service experience. Explore our tax services and find the perfect fit for your business.

Subscription Packages: Tailored Tax Services

All packages include annual tax return preparation and filing, $1M Audit Protection, and access to our award winning client portal with secure document storage as well as the additional services listed.

Basic Package

Designed for individuals or freelancers needing straightforward annual tax filing services with access to expert advice when they need it. This package includes:

  • Annual tax planning session

  • Assistance with IRS notices

  • Access to on-demand basic tax advice through email and online chat

  • 20% discount on workshops, webinars, and digital products

  • 10% discount on additional services 

Professional Package

Targeted at professionals and small business owners, offering more comprehensive services:
 

  • Quarterly tax planning sessions with customized tax optimization strategies

  • Assistance with IRS notices, reviews, examinations, and audits

  • Access to on-demand basic tax advice through email and online chat and premium tax advice (phone support)

  • Free access to digital products

  • 40% discount on workshops and webinars

  • 20% discount on additional services 

Premium Package

Best suited for entrepreneurs, businesses, and individuals with complex tax situations:
 

  • Quarterly tax planning sessions with customized tax optimization strategies

  • Assistance with IRS notices, reviews, examinations, and audits

  • Annual Federal BOI Report preparation and filing

  • Annual State Annual Statement/Report preparation and filing

  • Access to on-demand basic tax advice through email and online chat and premium tax advice (phone support)

  • Free access to workshops, webinars, and digital products 40% discount on additional services

"Pay-Per-Service" Tax Services

Not ready to commit to a package? No problem! All of our tax services are available individually and can be stacked to build the perfect, customized solution for you. All tax preparation services include e-filing, $1M Audit Protection, expert guidance, and access to our award winning client portal.

Tax Preparation

  • Personal Tax Returns

  • Business Tax Returns

  • Prior Year Tax Returns

  • Amendments

  • Tax Accounting

Tax Resolution

  • IRS or State Letter Response

  • IRS or State Review Assistance

  • IRS or State Audit Assistance

  • IRS Payment Arrangement Assistance

Tax Consultation

  • Strategic Tax Planning

  • One-on-one Tax Consulting

  • Group Tax Classes

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