Types of Taxes
Personal
- Government forms only
- Dependents
Businesses
- Sole proprietors
- Solo LLCs
Tiers of Service
Basic
Overview
Personalized binder
Expanded
Overview
Personalized binder
Tax overview meeting
Priority
Overview
Personalized binder
Tax overview meeting
Communication
Client portal chat
Communication
Client portal chat
Email
Communication
Client portal chat
Dedicated email access
Text
Timeframe
Order in which all tax info submitted
Timeframe
Order in which all tax info submitted
Timeframe
Priority place in queue once all tax info submitted
After Filing
Short video/audio/written (client preference)
return summary
After Filing
Live 30min video/phone (client preference)
return summary meeting
After Filing
Live 1hr video/phone (client preference)
detailed walkthrough
All Tax Returns Include Support with Protection Plus
We have teamed up with Protection Plus to offer $1 Million Tax Audit Defense™ to our individual 1040 clients and business return clients. When you file with us, you’ll receive expert tax advice as well as a team of tax resolution experts to guide you if you receive a tax notice or audit. Our goal, as always, is to give you peace of mind during tax season. Additionally, Privacy Advocates are available to provide support and assistance in the event of an identity theft incident, whether related to taxes or not.