Includes:

• Tax preparation of all federal and state forms including electronic filing
• Secure electronic access to client records
• Estimate payment reminders
• Unlimited phone calls and emails

Includes Tax Strategies Bronze plus:

• Tax preparation of all federal and state forms including electronic filing
• Secure electronic access to client records
• Estimate payment reminders
• Annual tax projection
• Unlimited phone calls and emails

Includes Tax Strategies Gold plus:

• Tax preparation of all federal and state forms including electronic filing
• Secure electronic access to client records
• Estimate payment reminders
• Annual tax plan
• Annual tax planning strategy meeting
• Unlimited phone calls and emails