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Packages

Drop Off Option

01

When is the "Drop off" Option a Good Fit?

If you answer "Yes" to most of the following situations, the "Drop Off" Option may be a good fit for you:
 

~You are not self employed.

~Most of your income is reported on a W2 from your employer.

~You do not wish to start or join a business soon.

~You do not own (or are a partner in) real estate holdings.

~You don’t want/need expert advice to manage your tax liabilities.

~You don’t want/need a partner to help you reach your goals faster.

02

How It Works

~You invest a simple flat fee each year to "report" to the IRS and State (if applicable) what has already happened.
 

~We can only affect your outcomes in limited ways because the year has already passed when we file your return.

03

Pricing

Our pricing is simple and designed to align with your needs

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"Drop off" Option

Individuals: $275 - $600+ per year

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*The numbers above are averages - your exact investment could be more or less, based on the complexity of your return.

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