Features |
Bronze |
Platinum |
Gold |
Individual Tax Return |
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Open communication with your dedicated CPA |
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Tax organizer questionnaire |
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Preparation of individual estimates for federal taxes and state(s), if required |
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Digital, or in person meeting with individual tax preparation |
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No additional charge for sending copies of your returns to third parties |
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Respond to questions |
within 72 hours |
within 24 hours |
within 24 hours |
Tax planning meeting |
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Income tax projection for following year |
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No charge for response to tax notices for tax returns which we have prepared |
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No additional charge for paper copies of your return or extension preparation |
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Up to 2 additional tax planning meetings per year |
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Review of estate and insurance documents, if requested |
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No additional charge for representation for IRS or State Audits that occur during the current contact year for tax returns which we have prepared |
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