PLANS FOR WHERE YOU ARE — AND WHERE YOU’RE GOING
Year-round tax planning, tailored to your goals.
FOUNDATION
Simple, accurate federal and state returns when your taxes are straightforward.
Federal & state tax returns- Year-end tax preparation
- Ongoing client support
FOUNDATION
Your return, done right and on schedule, with support whenever questions come up.
Federal & state tax returns- Year-end tax preparation
- Ongoing client support
MOST POPULAR
GROWTH
Two planning sessions a year for most individuals and families.
- Everything in Foundation
- Two planning sessions per year
- Up to 2 hours of QuickBooks troubleshooting
- Basic & higher-level planning
GROWTH
Planning for individuals and businesses.
- Two planning sessions per year to help you manage big decisions and keep withholding and estimated tax payments on track.
- Up to 2 hours of QuickBooks troubleshooting.
STRATEGIC
Quarterly planning for business owners and high-net-worth clients with complex needs.
Includes all Foundation benefits, plus
- Four planning sessions per year
- Up to 3 hours of QuickBooks troubleshooting
- Basic & higher-level planning
- Built for complex situations
STRATEGIC
Includes all Foundation benefits, plus
- Four planning sessions per year
- Up to 3 hours of QuickBooks troubleshooting
- Basic & higher-level planning
- Built for complex situations
Advisory and specialty services - IRS representation, retirement plans, and business transactions sit outside the plans. Not sure which plan fits?
FIND MY PLAN →
Your planning year,
on one page.
Each client gets an annual schedule: the months of
your planning sessions and the month we'll complete
your return. We keep it the same year to year, so you
always know what's next.
Strategic
Four planning sessions
Growth
Two planning sessions
Foundation
Return only
Estimates paid by April 15
Yes, we file
extensions.
Spreading returns through spring and summer means many are filed on extension. Because planning comes first,
your estimated payments are made before the April deadline. The extension changes when the paperwork is
filed, not when tax is paid, and you'll know the month your return will be finished.
- More time to review.Spreading preparation beyond peak deadlines gives us more time to review your return carefully and resolve questions before filing.
- Time to account for tax law changes.When federal or state tax laws change retroactively, filing later can give us time to apply those changes before submitting your return and may help avoid an amendment.
FIND MY PLAN — NOT SURE WHICH PLAN FITS?
Which sounds most like you?
YOUR PLAN
Choose the description that fits best, and we’ll point you to a plan.
PLAN DETAILS — WHAT EACH TIER INCLUDES
Choose the level of planning you need.
FOUNDATION
For straightforward returns.
Includes
- Federal & state tax returns
- Year-end tax preparation
- Ongoing client support
- Your return in its scheduled month
GROWTH
Planning for individuals and businesses.
Everything in Foundation, plus
- Two planning sessions per year to help you manage big decisions and keep withholding and estimated tax payments on track
- Up to 2 hours of QuickBooks troubleshooting
- Basic & higher-level planning
STRATEGIC
For business owners and high-net-worth clients with complex needs.
Includes all Foundation benefits, plus
- Four planning sessions per year
- Up to 3 hours of QuickBooks troubleshooting
- Basic & higher-level planning
- Built for complex situations
COMPARE PLANS — SIDE BY SIDE
What’s included in each plan.
| WHAT’S INCLUDED | FOUNDATION | GROWTH | STRATEGIC |
|---|---|---|---|
| Federal & state tax returns | | | |
| Year-end tax preparation | | | |
| Ongoing client support | | | |
| Scheduled return month | | | |
| Planning sessions per year | — | 2 | 4 |
| Basic & higher-level planning | — | | |
| QuickBooks troubleshooting | — | Up to 2 hours | Up to 3 hours |
| Built for complex situations | — | — | |
| Advisory & specialty services | Scoped separately | Scoped separately | Scoped separately |
QuickBooks troubleshooting: Get help resolving specific QuickBooks issues, such as reconciliation errors or missing or duplicate transactions.