Change is Coming Soon
In Order to Provide the Highest Level of Service...
Epic Trust is shifting to a monthly billing structure starting in September 2023. All Tax Clients are required to pick a Tax Support Package and sign a New Service Agreement. Tax services will be exclusive to our clients with our New Tax Support Packages.
As we enhance our service offerings and continue to provide you with the valuable professional support you know and love, we are transitioning to monthly billing. Instead of charging on a per-form basis, we will start offering a fixed monthly fee for our tax preparation services. We believe this change will make it easier for you to budget and offer you greater convenience and flexibility.
Your monthly fee will cover all tax-related services we offer, including tax preparation, filing, compliance, and consultation. The service that you currently utilize within our office will now be called Essentials Tax Support and will now include monthly workshops and next year tax preparation. Upgrading to Full Support adds enhanced individual client support and fall planning/strategy session.
Tax Support Packages
We will continue to offer customized pricing based on your unique needs. Your monthly investment in our services is based on the complexity of your tax situation. We evaluate your specific needs to provide a fair and tailored pricing plan. We are committed to offering personalized, consistent, and quality work.
Our Support Packages
Premium
Full Support
Essentials
SAVE 25%
SAVE 25%
Price Based on Return Complexity
Next Steps
We’ve make it easy to get started! You just need to select a Support Package and sign a new Service Agreement
