Your Financial Guide & Partner for Life

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

Full Support
24/7 access to all tax returns and supporting documents in a secure online vault!
25 minute strategy phone or web meeting to gain a better understanding of your tax return!
Estimated tax vouchers to eliminate tax penalties!
Preparation and electronic filing of your current tax return to get your refund faster!
You are invited to our new financial wellness workshops, hosted monthly.
Maximize insurance savings and coverage through professional insurance reviewer!
You are included in our audit response program!
Real time tax projection: a mid-year 25 minute web meeting with a tax pro designed to give you answers on your tax liability so you can plan ahead!
Dedicated tax professional assigned to your file.
Unlimited email support—tax questions? We’re here when you need us!
Personal financial or business financial coaching. Set goals using meaningful metrics and have an accountability partner.
Three 25 minute consultations (June, Sept & Dec) to reduce tax liability, understand your options, increase profits, meet goals, etc.!

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

Option 1:

Download, Print & Sign New Service Agreement

Option 2:

Meet in Person or Request New Service Agreement via DocuSign