Tax Planning Only Package

Duration: 2 Hours

Total Price: $2,400.00

Our Tax Planning Only service is a standalone solution designed for clients who want a complete, one-time tax planning report with no other services included. This dedicated session focuses entirely on evaluating your financial strategy.

Service Requirements & Payment Structure:

To initiate this specialized planning service, the following structural requirements apply:

• Required Down Payment: $1,200.00 (Due upfront)
• Final Report Payment: $1,200.00 (Due upon completion)
• Total: $2,400.00

Core Service Advantages:

• Specialized Strategy: A comprehensive, one-time tax planning report tailored strictly to your financial profile.
• Focused Time: Two hours of dedicated attention entirely focused on your planning needs.

All Packages Include:

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

Additional Charges That Might 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