Premium Tax Complete

Our Premium Complete service is our most comprehensive offering, built for high-net-worth individuals and clients with complex tax portfolios. If you have multiple properties, business interests, diverse investments, or a combination of all three, this package delivers meticulous, year-round tax management designed to minimize your liability and protect what you've built.

This plan requires a 12-month commitment. Payment plans are available upon request.

Best Suited For:

• High-net-worth individuals
• Multiple properties or real estate holdings
• Business interests and ownership stakes
• Diverse or complex investment portfolios

What's Included:

• Complete preparation and filing of your individual tax return
• Comprehensive review across all income sources, assets, and holdings
• Strategic deduction and credit analysis tailored to complex financial profiles
• Quarterly planning sessions to actively manage your tax position throughout the year
• Proactive wealth protection strategies to keep more of what you've earned

All Packages Include:

• 1 Federal Return
• 1 State Return
• Local Return
• Audit Protection
• ID Theft Protection
• Tax Preparation Protection

Pricing:

Annually$2,900.00

Quarterly$750.00

Monthly$280.00

Additional Charges That May Apply:

• Additional States, Schedules, or Forms: $20.00
• Accounting/Bookkeeping Charges: $46.00 per hour
• Holiday/Sunday Appointments: $10.00
• Use of Bank Products: $20.00
• Upgrade to Monthly Meetings: $920/yr