Advisory Package includes:
Preparation of both your Federal and State income tax returns. All returns receive a review after preparation to ensure accuracy. Tax Preparation also includes all communication between you and your Tax Advisor regarding preparation of the tax return(s).
Tax Preparation
Email and Phone Support
This includes two 60-minute meetings for new clients. The first meeting is to help us gain an understanding of your current situation, your concerns, and your goals. We will review your business structure along with your previous 3 year returns prior to the meeting and walk you through what we find. In the second meeting, about a week later, we will provide you with a packet that includes two Asset Maps (i.e., diagrams) and an Implementation Guide. The first Asset Map is a one-page illustration of your current tax and wealth situation. The second Asset Map is a one-page illustration of your optimized tax and wealth situation. The Implementation Guide provides information on the strategies we would like to help you implement. During the meeting, we will discuss your Asset Map and the strategies we recommend for your situation along with answering your questions. You will walk away from this meeting with a game plan for your individual and business situation. This meeting helps provide the foundation for all future meetings. For those with a business, the cost is $1,999. The price varies for individuals without a business and for those with multiple businesses. To get the price for your situation, please fill out our Discovery Call questionnaire.
$300 charge that covers up to 1-hour of short calls, emails, and research throughout the year. This service allows you to contact your Tax Advisor without having to schedule an appointment. However, for extensive conversations, a meeting will need to be scheduled and is not covered by this service.
Comprehensive Consult
Tax Planning Meeting (Optional Add-on)
This meeting is designed to go in-depth into both your personal and business situation, which includes a tax projection with multiple scenarios, updates to your Asset Map, tax and wealth building strategies, and steps to implement the strategies discussed. This service requires comprehensive preparation on our part beforehand. Therefore, we must receive your most up-to-date financials along with other requested information before the meeting can be scheduled. After we have received and reviewed the requested information, we will then send you the link to schedule the Tax Planning meeting. Additionally, the invoice must be paid prior to the meeting. The meeting length is up to 90-minutes
Return Review (Optional Add-on)
This service allows you to schedule a meeting with your Tax Advisor to go over your return after it has been prepared but before you sign. The purpose of this service is to allow you the opportunity to have your Tax Advisor walk you through your return and provide insight into your situation. The meeting is 30 minutes long ($150). Additional time can be scheduled at our hourly rate ($325).
Advisory Call(s) (Optional Add-on)
We offer 30-minute ($150) and 60-minute ($300) advisory calls. These calls are designed to help answer your specific tax and wealth building questions and/or help you implement a specific strategy discussed in a prior Tax Planning meeting. You can schedule these calls through our calendar link: Schedule
The Advisory package allows you to schedule up to three Advisory Calls in the calendar year.