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PERSONAL TAX SERVICES

Plan your taxes and avoid problems with the IRS when paying your annual taxes, we can keep them up to date in an easy and convenient way for you.
You do not have to delay paying your taxes, let us help you.


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PREMIUM PACKAGE

This is the best option for people who want comprehensive tax support, advice and planning to help them plan and minimise their tax bills.

FULL PACKAGE

This is our most popular option because it includes tax enquiry support and reminders of tax payments due. This is the best option if you want complete peace of mind.

ESSENTIAL PACKAGE

This option is for those who are on a tight budget and are happy to miss out on some of the more valuable input from us, and instead only receive the essential elements.

PREMIUM
PACKAGE
FULL
PACKAGE
ESSENTIAL
PACKAGE
Checklist for Tax Preparation
Advance preparation
Completion of your tax return(1040 or 1040NR)
e-filing of Federal and State Tax Returns
Calculation of the amounts of tax payable
Tax newsletter and Budget updates
Advice and Consultations
Free
Free
Free
24/7 Securely portalaccess to documents
Discount Pricing for Extended Family Members
Federal and State Tax Extension
Free
Free
Prior year comparisons
Unlimited email support
Tax Preparation - Virtual Meeting (optional)
Searches 350+ tax deductions and credits (Schedule A)
e-sign for Tax Return
Personal Balance Sheet
Comprehensive pre-year end tax planning
Monthly payment of our fees making it easier for you to budget

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