Professional TAX & BUSINESS PACKAGES
Retainer package options
For tax preparation, planning, and advisory services, designed to provide flexibility, ongoing support, and clear value for your clients. Each option is in-addition to any tax preparation or other services and can be customized for individuals, families, or business clients.
Essential Plan
Ideal for individuals or small business owners who want basic year-round support and proactive planning.
Includes:
- 1 Mid-Year Tax Review
- 1 Year-End Tax Strategy Session
- 2 hours of advisory support
- Priority email support
Professional Plan
Designed for professionals, consultants, or growing businesses with evolving tax needs.
Includes:
- Mid-Year & Year-End Planning Sessions
- Up to 6 hours of advisory time
- Quarterly check-ins (brief calls or emails)
- IRS notice response support
Executive Plan
Best for high-net-worth individuals, multi-entity business owners, and those with complex tax matters.
Includes:
- Mid-Year & Year-End Planning Sessions
- Up to 12 hours of advisory time
- Monthly strategy calls or on-demand access
- Full IRS correspondence management
- Audit preparedness review (1 return/year)
- Priority scheduling and response times
Need Something Custom?
We can tailor a retainer based on your specific needs—whether you're a startup founder, real estate investor, or managing multiple income streams.