Advisory Plus 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
$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.
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.
The Advisory Plus package includes two Tax Planning meetings: one in the summer and one in the 4th quarter.
Tax Planning Meetings
Return Review
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 Plus package allows you to schedule as many Advisory Calls as needed.