STANDARD TAX

RETURN RATES

Review below before proceeding. Select “Individual Menu” tab on our Price Menu to see Standard Tax Return rates.

FULL SERVICE COMPREHENSIVE TAX RETURNS
*NOTE: Compliance services like Tax Returns and IRS required action items are separate from tax strategies and tax planning packages completed with us during the year prior to tax season.

What to expect from the service:

  • Lower tax liabilities to the max

  • Open and effective communication from our team

  • Comprehensive instructions and expectations

  • Live Q&A support during business hours

  • Overview of tax documents with a professional

  • Overview of tax return with a professional

  • Update with necessary adjustments to tax return

  • IRS compliant e-signatures for security

  • IRS compliant e-filing process

  • All required and necessary follow ups

  • Initial review of any IRS notices on the filed return

  • Open door policy. Whether you have compliments for our team or reasonable misunderstandings, don’t hesitate to reach out. We ensure quality of service.

NEW CLIENT SETUP & MAINTENANCE

One time initial setup per individual/SSN. 625
Your personal information and notes of your financial goals from the comprehensive assessment session with our advisors are constantly updated each interaction for a truly bespoke experience. Your setup will enable you to utilize the IRS compliant virtual filing cabinet we organize and maintain for you to share documents with our team. You will also have access to IRS compliant e-signatures and secure e-filing procedures. Client documents are accessible 24/7 if client’s status is current and active with us. Inactive clients over 2 official tax seasons need to register again when returning to our services.
One of our team members will reach out for a one time fee and make the process convenient and easy for you.

EXTENSION SEASON TAX RETURNS
If all pertinent data and documents is not submitted in its totality by September 15th of the current tax return filing calendar year, a premium rate is determined and applied at the time of final document or data submission.

IMPORTANT NOTE
Thoroughly review our rates and disclaimers. Accepting our rates and terms are required in order to schedule a comprehensive appointment with our team. Our value to our clients lies in the quality of service we provide from our admin team to our professional team and everyone in between to effectively put you at a tax advantage. We do not negotiate our rates and we do not offer referral discounts. Do not schedule an appointment if our comprehensive services do not work for the value you are seeking.

You may also try THE EXPRESS LANE service for a less comprehensive and more affordable option. THE EXPRESS LANE Service is available only for the most basic of tax returns. See if you qualify.

Continue your booking, we look forward to a thriving relationship together.