Tax Services Packages & Pricing

Carrie and her team take an uncommon approach within the tax services industry by offering both personalized tax preparation on a per-return basis; and more expansive assistance to solve tax issues throughout the year.  

Based on Carrie’s experience in providing tax preparation and planning services, she has put together three packages that address the most frequent tax needs.  Please contact us for a personalized tax return preparation price quote.

Standard - Level 1 – Tax Prep Only

Price: Based on the Complexity of the Return (Call for Quote) 

  • This level is for clients who only need annual tax preparation & filing.  This package includes:

    • Preparation of current year tax returns, including:

      • Analysis of most beneficial filing status;

      • Analysis of savings based on retirement contributions; and

      • Calculation of quarterly estimated payments.

    • Access to secure portal for electronic upload of documents; and/or

    • Acceptance of tax file on paper;

    • 15-minute Tax Document Review meeting as needed;

    • Digital copy of returns for review and e-signing; or

    • Printed copy of returns if signing on paper is preferred; 

    • 15-minute Tax Return Review meeting; and

    • One additional copy of the current tax returns, printed or digital, if requested upon completion of the returns.

    • Any additional services needed throughout the year are billed at $275 per hour.

Enhanced - Level 2 – Tax Prep + Support

Price: Tax Prep Cost + $500

  • This level is for clients who would like additional support beyond annual tax preparation & filing.  This package includes everything in Level 1 plus the following additional services:

    • One additional copy of the returns requested outside of tax season;

    • Calculation of amount(s) to pay with extension;

    • 30-minute Tax Return Review (TRR) meeting (instead of 15-minute TRR);

    • One additional 30-minute meeting with Carrie during the year;

    • Analysis of and response to one IRS or state agency letter (regarding the current year’s returns);

    • Preparation and filing of one amendment to the current year’s returns;

    • Analysis of and response to one current-year issue via email;

    • Reminders by phone or email of quarterly estimated payments;

    • Discount on current-year returns for your dependents; and

    • One “paycheck check-up” or recalculation of quarterly estimates during the year.

Premium - Level 3 – Tax Prep + Support & Planning

Price: Tax Prep Cost + $1500

  • This level is for clients who want extra support and tax planning during the year.  This package includes everything in Levels 1 and 2 plus the following additional services:

    • Additional copies of the tax returns as needed;

    • Analysis of and response to all IRS and state agency letters regarding the current year’s returns;

    • Preparation and filing of any/all amendments to the current year’s returns;

    • Analysis of and response to up to five issues via email;

    • Two additional 30-minute meetings with Carrie (totaling four quarterly appointments over the year when combined with the Tax Return Review and additional meeting from Level 2); and

    • Monitoring of your IRS account (after establishing Power of Attorney).

 

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