Gold Package

Gold is an all-inclusive concierge package

The Gold Package is for Business Owners who want a more in-depth plan for their financial future while planning for tomorrow.

  • 1 Hour Virtual Tax Appointment

  • In-Person Tax Appointments (DFW Area Only)

  • 2020 Individual Income Tax Return Preparation

  • 2020 Entity Income Tax Return Preparation

  • Federal, State, & Local tax returns with supporting schedules

  • Federal & State Extensions

  • Income Verification Letters

  • IRS Notice Response (Form 8821)

  • W-4 Allowances Analysis

  • 30-Minute Tax Return Video Walkthrough

  • 1 Hour Quarterly Zoom Calls with a Certified Tax Planning Pro

  • Tax Projections, Quarterly

  • Estimated Tax Payments

  • Tax Planning Review & Maintenance

  • Budget Review

  • Reduced Fees for Implementation

  • Define Financial Goals

  • VIP Email Access

  • 10 Hours of Client Support (i.e. Email plus IRS or State Notices)

  • Written Personal Financial Plan

  • Cash Flow Analysis

  • Retirement Analysis & Projections

  • Current 401K Review

  • Emergency Fund & Savings

  • Allocation Analysis

  • Estate Planning Review

  • Action Plan for Financial Goals

Silver Package

Silver is an all-inclusive concierge package

The silver package are for professionals looking for a deeper understanding of tax returns with support throughout the year.

  • 30-minute Virtual Tax Appointment

  • In-Person Tax Appointments (DFW Area Only)

  • 2020 Individual Income Tax Return Preparation

  • 2020 Entity Income Tax Return Preparation

  • Federal, State, & Local tax returns with supporting schedules

  • Federal & State Extensions

  • Income Verification Letters

  • IRS Notice Response (Form 8821)

  • W-4 Allowances Analysis

  • 30-Minute Tax Return Video Walkthrough

  • 1 Hour Quarterly Zoom Calls with a Certified Tax Planning Pro

  • Tax Projections, Quarterly

  • Estimated Tax Payments

  • Tax Planning Review & Maintenance

  • Reduced Fees for Implementation

  • Define Financial Goals

  • VIP Email Access

  • 3 Hours of Client Support (i.e. Email plus IRS or State Notices)

Bronze Package

Bronze is One and Done package

The Bronze Package is for those looking to cover their tax filing requirements with ease.

  • 30-minute Virtual Tax Appointment

  • 2020 Individual Income Tax Return Preparation

  • 2020 Entity Income Tax Return Preparation

  • Federal, State, & Local tax returns with supporting schedules

  • Federal & State Extensions

  • 30-Minute Tax Return Walkthrough

Ready to Get Started?

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