Individual Tax Services: Saving you Time & Tax

Maximize your tax benefits and enjoy peace of mind and greater tax-savings. Compare the three options below for the one that fits your needs:

Choose Just Tax Preparation or a Subscription Plan with Consulting

 SERVICES INCLUDED BASIC ADVANTAGE

TAX PREP
FEE DETERMINED $200 DEPOSIT

PLUS ADVANTAGE

PREP & 2 HRS CONSULTING
$59/MONTH

OPTIMUM ADVANTAGE

PREP & 4 HRS CONSULTING
$88.50/MONTH

Tax Preparation X X X
Financial Planning with Retirement Review X X X
E-Filing and/or Extension Filing X X X
Proprietary Forms Worksheets, Tax Organizer and W-2 Illustrator X X X
Quarterly, Estimated Tax Calculations and Vouchers X X X
2 hours of your Tax Advisor’s time for phone calls, emails, tax planning and consulting X X
A Review of a Prior Year Tax Return X X
An Amendment of prior return if necessary X X
Free workshops including the Accountable Plan with Easy to follow Guide X X
Audit Protection X
4 hours of your Tax advisor’s time for phone calls, emails, tax planning and consulting X
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*We aren’t able to enroll new participants into the Plus Advantage and Optimum Advantage plans Between February 1st until May 1st. Current subscribers can still enjoy consulting access limited to urgent or tax preparation issues during the months noted above.


If your tax situation is considered “not typical” there may be additional charges. We’ll discuss what is considered “not typical” and estimate the cost before work begins.

New & Not Sure if you need to take the clergy plunge?

A specialized clergy tax return review is the perfect way to find out for only $149. The Review will focus on the four main areas often miscalculated or overlooked. If we find errors or an amendment is advisable we’ll tell you what it will save you. Contact us for details.

“Tax-Free Money for Ministers”

It’s what we’re all about. Learn what your tax benefits can really do.  Video details