Your Financial Guide & Partner for Life

Change is Here

Sign up for New Monthly Billing with our Tax Support Packages

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Services Designed for You

Since day one, we’ve made it our mission to provide tailored financial services based on the individual needs of our clients. Our new Tax Support Packages do just that. Instead of meeting only once a year for tax preparation, we’re now offering more extensive services with our Full Support and Premium Tax Packages. We’ll still offer the service most clients already use with our office with the new name Essentials Tax Support. Tax Support Packages can be changed any time during the year, based on your changing support needs. It’s easy to move up or down a tier to fit you and your family.

We want to keep a small office feel and find more ways throughout the year for us to interact with clients without clients feeling like they are going to be billed for our time. We are excited to announce that all tax support packages will now include invitations to Monthly Financial Wellness Workshops, hosted by industry professionals at our office. We think adding the monthly workshops to our services will be invaluable to you, and it will allow us to keep in touch throughout the year.

With our expanding services come changes to the way we bill. We are switching from an annual, one-time fee, to a monthly investment. Your monthly investment is based on last year’s annual charge, divided by 12 months, and considers the complexity of the tax return being prepared. Each year, we’ll evaluate your monthly investment and change it to better match the service we provide. We process payments on the 5th of each month, using the information you provide on your service agreement.

We take changes seriously and know that you do too. To give you time to adjust, we will accommodate the old way of doing things one more year before fulling transitioning to our new service model. If you have questions, we’ll be happy to answer them. Reach out to us today!

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

Ask Us a Question


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