Tax Planning Only Package
Duration: 2 Hours
Total Price: $2,600.00
Our Tax Planning Only service is a one-time, standalone session designed for clients who want a focused tax planning report — nothing more, nothing less. This package includes a single dedicated session that evaluates your current financial strategy and provides personalized recommendations to help you plan smarter.
This is a planning session only. Tax Preparation and all other services are not included.
Payment Structure:
- Down Payment: $1,300.00 (Due upfront)
- Final Payment: $1,300.00 (Due upon completion)
- Total: $2,600.00
What Your Session Covers:
- A comprehensive review of your current tax situation
- Personalized tax planning recommendations tailored to your financial profile
- Two hours of dedicated, one-on-one planning attention
Additional Charges That May Apply:
- Additional States: $35.00/ea.
- Additional Schedules or Forms: $70.00/ea.
- Accounting/Bookkeeping Charges: $46.00 per Hour
- Use of Bank Products: $20.00
- Holiday/Sunday Appointments: $10.00
Booking and Payment
Please book your service first using the button above. After submitting your booking request, return to our Services page to complete the corresponding payment online.
Contact Us
Office location
1446 Looker Mountain Trail, Rixford, Pennsylvania, 16745Give us a call
(814) 465-6236Send us an email
[email protected]We’re Here to Help—Reach Out Anytime!
Have questions or want to learn more about our services? We’d love to hear from you! Contact us today for friendly, expert support and to see how we can help with your accounting and tax needs.