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1040 Tax Return Preparation
| ✓ | ✓ | ✓ |
Estimated Tax Vouchers
| Based on Expected Income | Based on Expected Income | Based on 110% Safe Harbor Rule |
Government Notice Response | ✓ | ✓ | |
Rental Property | ✓ | ✓ | |
Sole Proprietorship or LLC Business
| ✓ | ✓ | |
Custom Tax Planning
| ✓ | Separate Fee | |
Support | |||
Review Results | Video/Phone Call | Video/Phone Call | Phone Call |
Advice During the Year | Unlimited | Limited | |
Collaborate with your Team | ✓ | ✓ | |
Technology | |||
SmartVault
| ✓ | ✓ | ✓ |
Newsletters with Tax Tips
| ✓ | ||
Estimated Tax Payment Reminders | ✓ |
Personal Taxes
Services | Manual sort |
|---|---|
Business Taxes
Services
Platinum
For businesses wanting an accountant in their back pocket
Gold
For businesses needing help getting to the next level
Silver
For businesses maintaining steady operations
Bronze
For businesses in need of tax preparation only
Owner’s Individual Tax Return
| ✓ | ✓ | ✓ | ✓ |
Business Tax Return
| ✓ | ✓ | ✓ | ✓ |
Sales Tax Filings
| ✓ | ✓ | ✓ | ✓ |
Form 1099 Filing
| ✓ | ✓ | ✓ | ✓ |
Streamlined Bookkeeping Services
| Monthly | Monthly
| Monthly
| Anually |
Setup Custom Business Success Plan
| ✓ | ✓ | ||
Business Success Plan Check In
| Monthly Meetings | Quarterly Meetings
| ||
Tax Strategy Conversations
| Quarterly | Semi-Annual
| ||
Monthly Growth Reports
| Emailed Monthly
| |||
12 Month Budgets & Forecasting
| Annual | |||
Support | ||||
Enrolled Agent Support | Unlimited Calls & Emails | Quarterly Video/Phone Calls | Quarterly Video/Phone Calls | Emails Biannually |
Bookkeeping Support | Unlimited | Monthly | Quarterly | Biannually |
Response Time | 24 Hours | 48 Hours | 48 Hours | 72 Hours |
Services
Gold
For HNW individuals wanting to minimize tax & capitalize tax savings
Silver
For individuals wanting strategies to save tax
Bronze
For individuals looking to file taxes
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Business Taxes
Personal Taxes
Owner's Tax Return
Business Tax Return
Sales Tax Filings
Form 1099 Filing
Streamlined Bookkeeping Services
Custom Business Success Plan
Business Success Plan Check In
Tax Strategy Conversations
Monthly Growth Reports
12 Month Budgets & Forecasting
Support
Monthly
Monthly Meetings
Quarterly
Emailed Monthly
Annual
Monthly
Monthly
Annual Review of Client Prepareed Books for Tax Return
Quarterly Meetings
Semi-Annual Meetings
Enrolled Agent Support
Bookkeeping Support
Response Time
Unlimited Calls & Emails
Unlimited
24 Hours
Quarterly Video or Phone Call
Monthly
48 Hours
Quarterly
48 Hours
Email Questions 2x/year
Biannual
72 Hours
Quarterly Video or Phone Call
Personal Taxes
Services
Gold
For HNW individuals wanting to minimize tax & capitalize tax savings
Silver
For individuals wanting strategies to save tax
1040 Tax Return Preparation
Estimated Tax Vouchers
Government Notice Response
Rental Property
Sole Proprietorship or LLC Business
Custom Tax Planning
Bronze
For individuals looking to file taxes
Review Results
Advice During the Year
Collaborate with your Professional Service Team
Support
Technology
SmartVault
Newsletters with Tax Tips
Estimated Tax Payment Reminders
Based on Expected Income