Services included in Standard Individual Tax Preparation Package*:
- Tax Organizer complete with prior year data to ease the pain of gathering your tax information
- Dedicated tax preparer and supporting team to review your situation and changes
- Digital conversion and organization of all provided documents**
- Timely completion of all required Federal, State, and Local tax returns (timely can include requested extensions)
- Online filing (e-filing) of all applicable returns
- Full digital process available. Multiple methods of providing data and receiving completed returns and reports is also available to utilize what is most convenient for you
- Thorough review of all tax return data including recommendations for tax savings and explanation of completed returns and components
- Certified/outgoing mail service when paper items are sent from our office
- Calculation of tax due/refund amounts with instructions for paying/receiving those amounts the easiest and most efficient way possible
- Important Tax Newsletter Updates
- Secure client portal to view all of your completed tax returns 24/7/365
- File Exchange component to securely and conveniently exchange files throughout the year
- Intake and pickup appointments, either virtual or in-office (office appointments subject to county COVID restrictions)
- Access to our experienced team of professionals to answer simple or quick questions throughout the year via virtual communication***
- Quarterly estimated payment analysis for tax clients based on current year data***
- Important tax deadline reminders
- Relevant recommendations for supplementary services either within our firm or for trusted colleagues outside our firm
*Prices vary based on client situation. Once we receive your prior year tax return, we will provide an estimate of cost.
**Scanning of numerous receipts for business or investment activities may incur additional hourly fees. We will scan 10 receipts per business or investment activity, free of charge.
***Depending on level of analysis, additional tax planning fees may apply. Any questions requiring research or taking long than 15 minutes to answer will incur additional consultation fees. All in-person/virtual meetings other than intake and pickup will be billed at Tax Planning rates unless otherwise discussed. You can upgrade service package to the Premium Value-Based Service Package to include tax planning and other consulting services. All withholding analyses will incur additional preparation fees. All estimated payment analyses utilizing additional criteria will result in additional fees.