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 audit-safe tax preparation and proactive support to help you stay ahead.
Essential
For individuals or families with straightforward tax situations
Ideal for W-2 earners with dependents, homeownership, and basic deductions.
Includes:
• Tax Preparation (Federal & 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 & 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 accounts, multiple states, or rental properties.
Includes:
• Tax Preparation (Federal & 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)