CPA Packages
Contact UsConcierge Packages | Executive | Pro | Basic |
|---|---|---|---|
| Monthly Fee Starts At (Custom Quoted): | Custom Quoted | $500 | $275 |
| One-Time Onboarding Fee Starts At (Custom Quoted): ? | Custom Quoted | $1,000 | $500 |
| Frequency of Tax Strategies / Estimates | Any Time / Unlimited | Quarterly | Annual |
| All Federal & State Tax Returns ? | ✔️ | ✔️ | ✔️ |
| 24/7 Cloud Access to Tax Returns and Documents | ✔️ | ✔️ | ✔️ |
| Video & ScreenCast Communication | ✔️ | ✔️ | ✔️ |
| Prioritized Communication System | ✔️ | ✔️ | ✔️ |
| Annual Tax Tip Letter and Tax Organizer | ✔️ | ✔️ | ✔️ |
| Unlimited Support | ✔️ | Phone & Email Only | Email Only |
| In Person Meetings w/ Dedicated Tax Pro | Any Time | Quarterly | Year End |
| VIP Emergency Access | ✔️ | ✔️ | ❌ |
| Pickup / Delivery Service | ✔️ | ✔️ | ❌ |
| In Person Meetings w/ Mike | Any Time | Year End | ❌ |
| IRS Notice Response ? | ✔️ | ✔️ | ❌ |
| Planning Meetings w/ Your Financial & Estate Team | ✔️ | ❌ | ❌ |
| VIP Rewards | ✔️ | ❌ | ❌ |
| Amended Returns & Backwork | Quoted | Quoted | Quoted |
| IRS Audit Representation | Quoted | Quoted | Quoted |
| QB Accounting Package | Flat Fee | Flat Fee | Flat Fee |
Concierge Packages | Executive |
|---|---|
| Monthly Fee Starts At (Custom Quoted): | Custom Quoted |
| One-Time Onboarding Fee Starts At (Custom Quoted): ? | Custom Quoted |
| Frequency of Tax Strategies / Estimates | Any Time / Unlimited |
| All Federal & State Tax Returns ? | ✔️ |
| 24/7 Cloud Access to Tax Returns and Documents | ✔️ |
| Video & ScreenCast Communication | ✔️ |
| Prioritized Communication System | ✔️ |
| Annual Tax Tip Letter and Tax Organizer | ✔️ |
| Unlimited Support | ✔️ |
| In Person Meetings w/ Dedicated Tax Pro | Any Time |
| VIP Emergency Access | ✔️ |
| Pickup / Delivery Service | ✔️ |
| In Person Meetings w/ Mike | Any Time |
| IRS Notice Response ? | ✔️ |
| Planning Meetings w/ Your Financial & Estate Team | ✔️ |
| VIP Rewards | ✔️ |
| Amended Returns & Backwork | Quoted |
| IRS Audit Representation | Quoted |
| QB Accounting Package | Flat Fee |
Concierge Packages | Pro |
|---|---|
| Monthly Fee Starts At (Custom Quoted): | $500 |
| One-Time Onboarding Fee Starts At (Custom Quoted): ? | $1,000 |
| Frequency of Tax Strategies / Estimates | Quarterly |
| All Federal & State Tax Returns ? | ✔️ |
| 24/7 Cloud Access to Tax Returns and Documents | ✔️ |
| Video & ScreenCast Communication | ✔️ |
| Prioritized Communication System | ✔️ |
| Annual Tax Tip Letter and Tax Organizer | ✔️ |
| Unlimited Support | Phone & Email Only |
| In Person Meetings w/ Dedicated Tax Pro | Quarterly |
| VIP Emergency Access | ✔️ |
| Pickup / Delivery Service | ✔️ |
| In Person Meetings w/ Mike | Year End |
| IRS Notice Response ? | ✔️ |
| Planning Meetings w/ Your Financial & Estate Team | ❌ |
| VIP Rewards | ❌ |
| Amended Returns & Backwork | Quoted |
| IRS Audit Representation | Quoted |
| QB Accounting Package | Flat Fee |
Concierge Packages | Basic |
|---|---|
| Monthly Fee Starts At (Custom Quoted): | $275 |
| One-Time Onboarding Fee Starts At (Custom Quoted): ? | $500 |
| Frequency of Tax Strategies / Estimates | Annual |
| All Federal & State Tax Returns ? | ✔️ |
| 24/7 Cloud Access to Tax Returns and Documents | ✔️ |
| Video & ScreenCast Communication | ✔️ |
| Prioritized Communication System | ✔️ |
| Annual Tax Tip Letter and Tax Organizer | ✔️ |
| Unlimited Support | Email Only |
| In Person Meetings w/ Dedicated Tax Pro | Year End |
| VIP Emergency Access | ❌ |
| Pickup / Delivery Service | ❌ |
| In Person Meetings w/ Mike | ❌ |
| IRS Notice Response ? | ❌ |
| Planning Meetings w/ Your Financial & Estate Team | ❌ |
| VIP Rewards | ❌ |
| Amended Returns & Backwork | Quoted |
| IRS Audit Representation | Quoted |
| QB Accounting Package | Flat Fee |
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