1040 Package
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Bronze
Federal & State Tax Return Prep & Filing
Audit Assistance
(up to $1 million)
Identity Theft Restoration
24/7 Secure
Document Portal
Unlimited Electronic Copies of Tax Return
Silver
Everything in the Bronze package, plus:
1 Physical Copy
of Tax Return
Form 8821 Filed for You
Tax Prep Review Meeting
One Withholding Checkup
Gold
Everything in the Bronze and Silver packages, plus:
3 Physical Copies
of Tax Return
Quarterly Withholding Checkups
Quarterly Check-in Meetings
Monthly Monitoring
of IRS Account
Reduced Pricing on Additional Services
Payment Plan Options
1040+ Package
Schedule C or E Included
Bronze
Federal & State Tax Return Prep & Filing
Audit Assistance
(up to $1 million)
Identity Theft Restoration
24/7 Secure
Document Portal
Unlimited Electronic Copies of Tax Return
Silver
Everything in the Bronze package, plus:
1 Physical Copy
of Tax Return
1099 Form Prep and Filing (as needed
Form 8821 Filed for You
Tax Prep Review Meeting
One Withholding Checkup
Gold
Everything in the Bronze and Silver packages, plus:
3 Physical Copies
of Tax Return
1099 Delivery to Vendors
Quarterly Withholding Checkups
Quarterly Check-in Meetings
Monthly Monitoring
of IRS Account
Reduced Pricing on Additional Services
Payment Plan Options
S Corp Package
Bronze
Federal & State S Corp Election Filing
Reasonable Compensation Study
IRS S-Corp Rules Compliance Analysis
Silver
Everything in the Bronze package, plus:
Accountable Plan Creation & Implementation
Gold
Everything in the Bronze and Silver packages, plus:
12 Month Payroll Services (Owner & 1 Employee)
Reduced Rates For Additional Employees