Gold
$1499/mo
In person or Skype meetings per year
Unlimited tax phone & text support
Unlimited tax e-mail support
A dynamic custom tax strategy based on your needs, cash flow, and goals
Business and personal tax returns* **
Payroll setup or review of current payroll service
Business entity review or setup (additional fees may apply)
1099 Filings, up to 10**
Review of up to 3 years prior tax returns for missed deductions with amended returns included
4
Silver
$499/mo
2
Bronze
$199/mo
1
* Limited to 2 (two) entity returns (1120, 1120S, 1065) including one state and up to 4 (four) individual returns for immediate family members including CA state
** Additional fees apply to additional tax returns and reporting forms at current published rates, please inquire for a list of current published service rates