Is the Silver Package Right for You?

​The Silver Package is ideal for clients who want more than basic compliance—but don’t need full-year support. It’s a great fit for established individuals or businesses looking to take proactive steps before the year ends to manage their tax liability effectively.

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This package is best suited for:

• Clients with wages, business income, or passive income.

• Business owners who want to meet for a strategic review before year-end.

• Those who want peace of mind without the investment in year-round services.

What's included

• The Silver Package balances personalized support with efficient, targeted planning:

• One Strategic Tax Planning Appointment: Meet with Jan in 3rd or 4th quarter to assess your current financial position and identify strategies to minimize your tax bill.

• Federal & State Income Tax Preparation and Filing for individuals and businesses.

  • Organizer & Document Review: You'll work with our team to complete a thorough intake process so we don’t miss any important changes or deductions 

• Secure Document Handling: Drop off paperwork in-person or upload safely to our encrypted portal.

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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.