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Packages

Essential Option
Currently No Spots Available

Simple & Accurate Filing

The Essential option is for straightforward tax situations where accurate, timely filing and a structured process are the primary focus.

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While this option does not include planning; accurate filing helps you stay compliant and avoid issues down the road.

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Best Fit For Clients Who:

  • Prefer a simple and organized filing process

  • Do not require ongoing tax planning

  • Are comfortable handling most decisions independently

  • Want reliable, professional tax preparation

What's Included

  • Federal and state income tax return preparation

  • Secure electronic review and approval process

  • Filing-related communication via email or phone

  • Standard responsiveness

  • 50% deposit required to reserve your filing season placement

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Add-On Services (Available for an Additional Fee)

  • Monthly accounting reconciliations for cash flow clarity.

  • Payroll processing and tax reporting to keep your team compliant.

  • Sales tax reporting based on state/local requirements.

  • Additional federal and state filings as needed.

Important to Know

Imprtant to Know

Essential is a compliance-focused filing service and does not include proactive tax planning or ongoing advisory support throughout the year.

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Clients looking for:

  • proactive tax planning

  • strategic tax guidance

  • year-round support and communication

  • tax projections and planning conversations

  • entity structure or transition guidance

may be better suited for our year-round planning service.

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