Monthly Retainer

Pricing

Painless, transparent pricing.

Let us take away your stress and give you back your time. Choose your perfect package today.

Essentials

Starting at $975 /annual
  • Individual tax return (Fed and 1 state)

  • Monitor due dates and compliance

  • Secure digital tax data management

Pro

Starting at $2,125 /annual
  • Post-preparation income tax return results review

  • IRS/State Income Tax notice assistance

  • Access to Ai Agents

  • Limited team support

Premium

Starting at $3,975 /annual
  • Year-end tax projection - Basic

  • Quarterly tax estimates updates

  • Dedicated team priority support

Pricing Breakdown

See all Options

What level of Success Service is best for you?

Starting at $975/annual

Starting at $2,125/annual

Starting at $3,975/annual

Essentials

Pro

Premium

COMPLIANCE

Individual tax return (Fed and 1 state)

ADVISORY

IRS/State Income Tax notice assistance (Audits not included - See Add on)

X

Post-preparation income tax return results review

X

IRS Transcript check (transcripts are available May-June, POA required)

X

Current vs prior year comparison & analysis

X

Quarterly tax estimates updates

X

X

Year end tax projection - Basic (coordinated with client)

X

X

Year round reminders, guidance, advice, & recommendations

X

X

SUPPORT

Monitor due dates and compliance

Response Time

2 Business Days

1 Business Day

Same Business Day

Limited team support - short duration emails, phone calls, & questions (excluding special research / planning)

X

Unlimited team support - short duration emails, phone calls, & questions (excluding special research / planning)

X

X

Dedicated team priority support

X

X

SOFTWARE / SUBSCRIPTION

Secure digital tax data management

Monthly newsletter subscription

Access to Ai Agents

X

ADD-ONS

IRS/State Income Tax audit assistance (Protection Plus)

Add on

Add on

Add on

Get in touch

5101 E La Palma Ave. Ste 104
Anaheim, California 92807
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