Silver Package — Focused Planning & Filing

​​The Silver Package offers a thoughtful balance of planning and preparation. It’s a great fit for clients who want proactive guidance before year-end, without ongoing advisory support. 

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How it helps you plan for tomorrow

​A single, well-timed planning conversation can help reduce surprises, manage tax liability, and provide clarity before decisions are finalized.  This focused meeting will identify planning opportunities without the investment of the full year services.  

What's included

• One strategic tax planning meeting in the 3rd quarter

• Federal and state income tax return preparation

• Organizer and document review for accuracy and completeness

• IRS and state correspondence support

• Missing deduction and withholding analysis

• Responsiveness within 2–3 business days

• Deposit due in September; balance due upon completion

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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.