Individual

Our Monthly Packages



Silver

Basic package
  • Paperless Tax Preparation
  • Share File Document Sharing
  • E-filing Tax Returns



Most Popular
Gold

Standard Package
  • Paperless Tax Preparation
  • Share File Document Sharing
  • E-filing Tax Returns
  • Semi-Annual Tax Planning Meetings
  • Unlimited Email Support Year Round



Platinum

Advanced Package
  • Paperless Tax Preparation
  • Share File Document Sharing
  • E-filing Tax Returns
  • Unlimited Tax Planning Support Annually
  • Unlimited E-mail and Phone Support
  • Complementary correspondence for response of IRS and State Notices
  • Complementary Amendments (if necessary)