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Video Tips: Thinking about Making Early Retirement Fund Withdrawal?

No matter how much people plan, unexpected events occur. Often, those events result in unplanned expenses. To cover these costs, people sometimes withdraw funds from their retirement savings early. While this may seem like an easy way to quickly get cash, early withdrawals can come with heavy tax penalties and costly tax consequences. Here’s some important info for people to consider before they dip into their hard-earned retirement 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.

Bronze Assurance Package

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  • Audit Assistance - We respond to audit inquiries

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

Gold Assurance Package

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  • Audit Assistance - We respond to audit inquiries

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

Silver Assurance Package

$69 /mo
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  • Annual Tax Planning Meeting

  • 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)