Thanks for completing our “Tax Checkup” form! Looks like you qualify for our Personal Plan Tax Package. Se below for more details and registration:
Personal Plan
Streamlined tax preparation and proactive planning for individuals and households with lower-complexity tax needs—including W-2 income, K-1 income, less than $200,000 of 1099 income, or a combination.
| Services | Personal Plan Best for clients with lower-complexity tax needs—including W-2 income, K-1 income, less than $200,000 of 1099 income, or any combination—who do not need ongoing S Corp, payroll, or bookkeeping services. |
|---|---|
| Annual investment | $3,540/year 12 monthly payments of $295 |
| Tax preparation and planning | |
| Initial CPA/tax-attorney consultation | Included |
| Personal federal return | Form 1040 included |
| State returns | Up to 2 included |
| Income types supported | W-2 income, K-1 income, and less than $200,000 of 1099 income, including Schedule C preparation when applicable |
| Annual tax projection | Estimated tax owed and final Q4 payment |
| Quarterly estimated-tax guidance | Included |
| 199A/QBI and SALT optimization | Included |
| Government tax-notice support | Included |
| Entity and business services | |
| Entity guidance | State-specific LLC/PLLC/PC and multistate guidance |
| Access and benefits | |
| Access to tax team | Dedicated email access |
| Secure client portal and app | Included |
| Ready to get started? | Sign up for Personal Plan |
$3,540/year
12 monthly payments of $295
Tax preparation and planning
- Initial consultation with the lead CPA/tax attorney
- Personal federal return plus up to 2 state returns
- W-2 income, K-1 income, and less than $200,000 of 1099 income, including Schedule C preparation when applicable
- Annual tax projection and final Q4 payment guidance
- Quarterly estimated-tax and retirement contribution calculations
- 199A/QBI and SALT optimization
- Government tax-notice support
Entity services
- State-specific entity and multistate guidance
Access and benefits
- Dedicated email access to the tax team
- Secure client portal and mobile document-upload app