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Packages

Year -Round Advisory
Waiting list available
for May 2027

Strategic Tax Planning Partner

​This option 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 who work with us year-round 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?

  • Proactive year-round tax planning and guidance

  • Business and personal financial reviews

  • Priority access to in-person or virtual meetings throughout the year

  • Individualized tax projections and estimated tax calculations

  • Review of your return with Jan prior to filing

  • Federal and state income tax return preparation

  • IRS and state correspondence support

  • Deduction and withholding review opportunities

  • Entity structure review and tax efficiency discussions

  • Priority responsiveness

  • 50% annual retainer due in September; remaining 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.

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