Individual Support
From basic compliance topics to proactively identifying your personal needs and goals & building a step-by-step action plan.
Compliance Plus
When your individual tax picture is straightforward and you just need it done right.
We handle your tax filing + provide a recap each year.
Starting at $109/month
Proactive year-end tax planning.
Ongoing tax strategy to ensure your maximizing your after-tax wealth and headed in the right direction
Agency notice assistance to understand correspondence from federal, state, or local agencies.
Phone and email access to your dedicated advisor and up to four meetings per year to do quarterly planning and review any changes.
Success Plan
When you want to stop just filing taxes and start actually reducing them and make progress toward your personal goals.
We provide everything in Compliance Plus + provide strategic help year-round.
Starting at $169/month
Accurate federal and state tax return preparation.
Withholding analysis to make sure your paycheck is aligned with your goals.
Year-end tax summary so you understand what happened and why.
One pre- or post-tax meeting
A coplimentary paper copy of your completed return.
Premier Plan
Our white glove service - for individuals who want a dedicated advisor and complete peace of mind.
We provide everything in Success Plan + act as your advocate.
Starting at $329/month
Full audit protection — we represent you and handle all federal, state, or local correspondence on your behalf.
Unlimited priority access and dedicated advisor with fast response times.
Year-round proactive outreach so you're never caught off guard.
In-depth financial picture review — retirement, investments, insurance, estate basics
Personal threats checklist to ensure you’re paying the least amount of tax possible and are prepared for anything that may happen in the future.