FILE
$750
Starting at
Included in Package
Individual Tax Return Preparation
Tax Return Loom Video Walkthrough
Client Newsletter Subscription
Digital Document Storage
24-Hour Response Time for “Quick Questions”
Additional Costs (if applicable)
Business/Rental Tax Return Prep
Business Accounting Clean-Up
Best Value
PLAN
$1,500
Starting at
Included in Package
Everything in “File” PLUS:
Business/Rental Tax Return Prep
IRS Notice Assistance (All Tax Years)
Summer or Fall Tax Projection
Income/Expense Tracking Templates
Additional Costs (if applicable)
Business Accounting Clean-Up
Additional Businesses/Rentals
GROW
$2,500
Starting at
Included in Package
Everything in “Plan” PLUS:
Summer and Fall Tax Projection
Access to Firm Content Library
Additional Costs (if applicable)
Business Accounting Clean-Up
Additional Businesses/Rentals