Gold Package

Gold is an all-inclusive concierge package Starting at $595 per month

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 Starting at $395 per month

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 Starting at $995 annually

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

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