Individual Tax Packages

Tax Projection & Planning

Meetings & Communication

Tax Advisory Services for Individuals

Our Core, Plus, and Premier tax advisory packages for individuals are designed to provide you with a level of care tailored to your needs.

Core

  • Annual tax projection

  • Foundational tax-savings recommendations

  • One 20-minute phone call with a CPA

Plus

  • Semi-annual tax projections

  • Personalized tax-savings recommendations report

  • One 45-minute virtual meeting with a CPA

  • Detailed email reminders of upcoming estimated tax payments

Premier

  • Quarterly tax projections

  • Personalized tax-savings recommendations report

  • Advanced recommendations for income and estate tax

  • Up to 3 one-hour virtual meetings with a CPA

  • Detailed email reminders of upcoming estimated tax payments

  • Faster turnaround and top-of-queue tax preparation for next year's tax return

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