Personal Tax Service Packages
Whether your tax situation is simple or complex, we offer three levels of service to fit your needs. All packages include compliant tax preparation and proactive support to help you stay ahead of the ever challenging tax nightmare.
Essential
For individuals or families with straightforward tax situations
Ideal for W-2 earners with dependents, homeownership, and basic deductions.
Includes:
• Tax Preparation (Federal & 1 State)
• 30-Minute Meeting to Review and Answer Questions
• IRS & FTB Correspondence Support
• Extension Filing, if needed
Standard
For clients with investment income or additional planning needs
Designed for those with stock sales, dividends, or multiple income sources who benefit from year-round guidance.
Includes:
• Tax Preparation (Federal & 1 State)
• Annual Tax Projection
• 60-Minute Meeting for Planning and Review
• IRS & FTB Correspondence Support
• W-4 Tax Withholding Calculation
• One Dependent Tax Return Included
Premier
For individuals with more complex tax situations
Best suited for clients with equity compensation, multiple investment equity, multiple states, or rental properties.
Includes:
• Tax Preparation (Federal & 1 State)
• Customized Annual Tax Projection
• 90-Minute Meeting for Strategic Tax Planning
• IRS & FTB Correspondence Support
• W-4 Tax Withholding Review and Adjustments
• Up to Two Dependent Tax Returns
• Stock Sales and Capital Gains Review
• Equity Compensation (RSUs, ISOs, ESPPs)