Standard Package Minimum fee of $600 per Personal & Fiduciary Income Tax Return.
Minimum fee of $1000 for all other income Tax Returns. Additionally, the Standard Package includes the following services:
Tax Projections & Income Tax Withholding Advice (if provided at time of Income Tax Preparation) Estimated Tax Preparation (if provided at time of Tax Return preparation) PDF Copies of Tax Returns (digital copies via portal only, no email attachment) Premium Package Minimum fee of $1,000 per year.
In addition to the services provided by our Standard Package , you will also receive:
Government Notice Interpretation & Responses Required Minimum Distribution (RMD) and Withholding Advice Loan Application Document Assistance (up to one hour, additional time billed at Standard Hourly Rate) Real Estate Withholding Form Preparation Non-resident Withholding Form Preparation Tax Return Copies (hard copies or digital via Portal) Deluxe Package Minimum fee of $1,500 per year.
In addition to the services provided by our Standard Package and Premium Package , you will also receive:
Tax Projections (up to three per year) Phone Meetings and/or In-Person Consultations (up to three hours per year) Extended Loan Application Document Assistance Payroll Processing and/or Payroll Processing Oversight We intend to provide you with the integrity and care that have always been our firm's desire. Please be assured as your needs change, we will work on new ways to help you accomplish your financial goals.
Thank you for including our firm as a part of your financial life.
