781-535-9256
Designed for those who want their Federal and State tax return prepared and filed, with follow-up support limited to questions directly related to the return.
Includes:
✓
Complete tax return preparation and efiling
✓
Email support for filing related questions
✓
All States supported
Designed for those who want continued access and guidance after filing, including help with follow-up questions, changes, and tax-related communication.
Includes all Essentials plus:
✓
Tax letter support
✓
Included amendment
✓
Two included consultation sessions
Designed for those who want hands-on, proactive tax support, including having us act on their behalf, if any issues or notices arise.
Includes all Essentials and Guided plus:
✓
Full tax letter response
✓
Mid-year tax review
✓
Three-year look back and report
ADDITIONAL SERVICES:
Additional services apply when work falls outside the scope of your selected service plan or requires separate engagement
Amendments – Priced as original filing, see fee schedule above
Preparation and filing of amended tax returns when changes are needed after a return has been filed. This includes reviewing the original filing, identifying required corrections, and submitting updated returns to the appropriate agencies.
IRS Letter Assistance – $400
Review and explanation of IRS notices, including guidance on required next steps and preparation of response drafts when appropriate. Designed to help you understand what the IRS is asking for and how to address it correctly.
IRS Representation and Resolution Services – $1,200
Direct representation on your behalf for IRS matters. This includes IRS notices, setting up authorization, and communicating with the IRS to determine the scope of the issue and work toward resolution if possible. While many matters are resolved during this phase, if additional representation is required, next steps and further costs are discussed before proceeding.
Consultations – $75 per session
General tax advice, planning discussions, and answers to specific questions. Sessions include a 20 minute call and a follow-up summary email outlining key points discussed.