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Packages

Gold Package
Waiting list available
for May 2027

Gold Package — Strategic Tax Partner

​The Gold Package reflects how we do our most impactful work. It’s designed for clients who value collaboration, forward-looking planning, and access to guidance at key decision points throughout the year.  

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Clients in the Gold package receive peace of mind that comes with an established relationship with our team based on trust and integrity.  

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How it helps you plan for tomorrow

With intentional planning conversations and hands-on support, you’ll be able to make informed decisions, adjust strategies before year-end, and move forward with confidence.  This package is designed for clients who want a deeper level of guidance and ongoing access throughout the year.  

What's Included?

  • Strategic Year-Round Tax Planning and Advisory Support (Year-Round)
    (Gold is the only package that includes a 4th Quarter planning meeting)

  • Business & Personal Financial Reviews

  • Cash Flow & Tax Impact Awareness

  • Priority access to in-person or virtual meetings quarterly

  • Individualized projections and estimated tax payment calculation

  • Review of your return with Jan prior to preparing and before filing

  • Federal and state income tax return preparation

  • IRS and state correspondence support

  • Missing deduction and withholding analysis

  • Entity structure review and strategy guidance

  • Priority responsiveness within 1–2 business days

  • 50% Deposit due in September; balance due upon completion

 

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.

Pricing

Individuals: Starting $1,800

Individuals with Business Schedule (Business or Farm): Starting at $2,400

Entities (Partnerships and Corporations): Starting $3,000

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*Your exact investment could be more, based on the complexity of your needs and the number of services required (taxes, accounting, payroll, IRS help, etc).

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