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Video Tips: A Reminder to Stay Ahead with Mid-Year Tax Planning

Too often, taxpayers wait until after the close of the tax year to worry about their taxes and miss tax planning opportunities that they could have taken during the year. By planning ahead and making strategic financial decisions mid-year, you can significantly reduce your tax liability and maximize your savings.

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Personal Income Tax Services

In addition to our normal tax preparation service, we also offer the Tax Assurance Packages for those clients who want more than just a tax preparation. These packages are annual packages which provide superior tax preparation, tax planning and access to a tax expert via e-mail. All of these additional services are free of charge to those clients who select on of our Tax Assurance Packages.

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  • Audit Assistance - We respond to audit inquiries

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  • Audit Assistance - We respond to audit inquiries and E-Mail Access for questions (36 Hour Response)

TAX ASSURANCE PRICING

Business Income Tax Services

In addition to our normal tax preparation service, we also offer the Tax Assurance Packages for those clients who want more than just a tax preparation. These packages are annual packages which provide superior tax preparation, tax planning and access to a tax expert via e-mail. All of these additional services are free of charge to those clients who select on of our Tax Assurance Packages. These packages include both the business and personal tax related preparation services.

Bronze Assurance Package

$199 /mo
  • Annual Tax Preparation (Business and Personal)

  • Audit Assistance - We respond to audit inquiries

  • E-Mail Access for questions (72 Hour Response)

Gold Assurance Package

$219 /mo
  • Annual Tax Preparation (Business and Personal)

  • 2 Tax Planning Meetings per year

  • Audit Assistance - We respond to audit inquiries

  • E-Mail Access for questions (24 Hour Response)

Silver Assurance Package

$209 /mo
  • Annual Tax Preparation (Business and Personal)

  • Annual Tax Planning Meeting

  • Audit Assistance - We respond to audit inquiries and E-Mail access for questions (48 Hour Response)