TAG Pricing and What You Get

We offer our clients a variety of options based on their specific needs. We help evaluate those needs in an initial free consultation. Our offerings can grow with you and your company.

See Business Packages

See Individual Packages

Business Packages

Service Options	Strategic Partner Contact Us	Growth Catalyst Contact Us	Business Essentials Contact Us
Corporate Tax Return
Personal Tax Return Package
Audit Insurance
Government Notice Response
Tax Return Results Analysis
Quarterly Tax Payments/Reminders	(Actual)	(Actual)	(Safe Harbor)
Dedicated Secure Cloud Storage
Year-End Financial Statement Adjustments
Reasonable Compensation Analysis (S-Corp)
Annual Entity Maintenance – Management Statement of Information			Semi Annual Financial Statement Analysis
1099s Prepared and Filed
Monthly Bookkeeping
CPA Financial Statement Analysis	Monthly	Quarterly
Year-End Income Tax Projections
Quarterly Strategic Tax Planning Meeting (with your dedicated strategic tax planner)
Pass Through Entity Analysis
Support
Response Time	Within 24 hours	Within 48 hours	Within a Week
Bookkeeping Support	Dedicated Manager	Dedicated Staff	Email Questions
Tax Advisory Support	Dedicated CPA	Dedicated Staff
Business Consulting Support	Dedicated CPA	Dedicated Staff
Special Events (by invitation)
Direct Partner Access – Priority Status
Technology
Quickbooks Online			Access Needed

Individual Packages

We also offer two individual return packages for those clients who don’t own a business or are not interested in business services.

1040 Complex

Ala Carte Pricing | Monthly: Starting at $100

This service is for complex individuals that report Schedule C/E/F/K-1 income and/or have Single Member LLCs.

Services

Personal Tax Return

Government Notice Response

Tax Return Results Analysis (Office/Zoom/Phone)

ID Restoration Enrollment

e-Newsletter Subscription

Dedicated Secure Cloud Storage

Proactive Tax Planning (with one of our expert tax strategists)
*Separate Quote Available

With Single Member LLC (Seperate Quote Available)

Bookkeeping

Semi Annual CPA Financial Statement Analysis

Quarterly Tax Payments (Safe Harbor)

Support

Response Time – Within A Week

Bookkeeping Support – Dedicated Staff

Technology

Quickbooks Online Access Needed

1040 Essentials

Monthly: $65

This service is for individuals who are looking to file their simple tax returns with no Schedule C/E/F/K-1).