Client Care Packages

Gold: $2,500

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Gold Client Care Package
Elevate your tax experience with our Gold Star Client Care package! Enjoy monthly transcript monitoring, IRS letter assistance, consultations, financial reviews, estimate calculations, extension filing, and much more!

  • Monthly Transcript Monitoring
  • Respond to IRS Letters
  • (2) 30 min. Consultations
  • Quarterly Financial Review
  • Quarterly Estimate calculation and payment
  • Pay Estimated Taxes
  • Complementary Extension Filing*
  • Priority communication response
  • Provide guidance on issues outside of income tax

Note: We offer complementary extension filings in each of our client care packages; however, you must still request the extension.

Silver: $1,500

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Silver Client Care Package
Unlock peace of mind with our Silver Star Client Care package: Expert IRS letter support, mid-year and end-of-year reviews, quarterly tax reminders, and a complimentary extension filing for a worry-free tax experience!

  • Respond to IRS Letters
  • Mid-year 30 min. Tax Planning Session
  • End of year Tax Planning Session
  • Quarterly Reminders to Pay Estimated Taxes
  • Complementary Extension Filing*

Note: We offer complementary extension filings in each of our client care packages; however, you must still request the extension.

Bronze: $750

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Bronze Client Care Package
Navigate tax challenges effortlessly. Get expert guidance with IRS letters, a year-end review, and a complimentary extension filing for a worry-free tax season.

  • Respond to IRS Letters
  • Complementary Extension Filing*
  • 30 min. End of Year Tax Planning Session

Note: We offer complementary extension filings in each of our client care packages; however, you must still request the extension.