Annual Tax Assistance Plan

Additional services outside of tax preparation are billed separately and may be included at a discounted rate by purchasing one of our assistance plans.  

The plans only cover the current tax year and will expire on December 31st.

Level 1: Silver Plan - 15% of the client's final invoice

This plan includes the following: 

  • Estimated tax payments calculated with the completion of the tax return only. 

  • Basic phone or email questions not requiring research or calculations.

  • Emails and phone calls returned within minimum of 3 business days when we are open. 

  • One 15 minute scheduled phone appointment (outside of tax season).

  • We will explain the notice* and develop a strategy for a response. 

  • Review your documentation before presenting it to any taxing authority.

  • We will professionally and promptly respond to a notice* from the IRS and State related to the current year tax return. 

  • This plan is valued at $828. 

Level 2: Gold Plan - 30% of the client's final invoice

This plan includes the following:

  • Recalculation of estimated tax payments based on client input including formal projection (one time only).

  • Basic phone or email questions not requiring research or calculations.

  • Emails and calls are returned within 2 business days when we are open.

  • Two 15-minute scheduled phone appointments or one 30-minute scheduled phone/office appointment (outside of tax season).

  • Dependent's returns are done with a 70% discount.

  • We will explain up to 3 notices for the current year and develop a strategy for response.

  • Review your documentation before presenting it to any taxing authority.

  • We will professionally and promptly respond to notices from the IRS and State related to the current year's tax return. 

  • Review your account transcripts for any potential penalty abatements for past tax years. 

  • 3 hours of representation and defense of an IRS or state income tax audit for the current year.

  • Does not include going to appeals.

  • This plan is valued at 3,128

Level 3: Platinum Plan - 70% of client's final invoice, minimum$495

This plan includes the following:

  • Recalculations of estimated tax payments based on client input including formal projection (limit of 3).

  • Basic phone or email questions not requiring research or calculations.

  • Emails and calls are returned within 1 business day when we are open.

  • Four 15-minute scheduled phone appointments or two 30-minute scheduled phone/office appointments (outside of tax season).

  • Dependant's returns are done with a 70% discount.

  • Monthly IRS transcript monitoring (identify most IRS issues before exam/audit begins, potentially avoiding penalties).

  • Amended tax returns (includes base amendment fee but not fees for new/additional forms).

  • We will review and explain the notice and develop a strategy for response.

  • We will professionally and promptly respond to notices from the IRS and State related to the current year's tax return. 

  • Review your account transcripts for any potential penalty abatements for past tax years. 

  • 5 hours of representation and defense of an IRS or state income tax audit for the current year, including appeals, but not tax court. 

  • Priority Appointments - scheduled within the same week whenever possible. 

  • This plan is valued at $5,077

  • Relatively simple W2 client with itemized deductions: Based on being a W2 client, did not 'really' need the tax assistance plan. However, their employer did not report their W2 withholdings to the Franchise Tax Board. The client received a notice from the Franchise Tax Board demanding additional money. The client purchased the plan, so we were able to call the FTB on the client's behalf to resolve the issue.

  • Clients made an electronic payment to the IRS and have proof of payment clearing their account, but they received an IRS notice saying they still owed. The client purchased the plan so we were able to call the IRS and resolve the issue.

  • The client didn't provide some income documents to us, and they received a CP2000 for underreported income. The client purchased the plan, so we responded to the notice and resolved the issue.

  • The client's spouse made the IRS payment under their SSN instead of the primary spouse's SSN. IRS records don't recognize the payment, so they received a demand for the balance due. The client purchased the plan, so we were able to call and resolve the issue.

  • You have a life event that may create a taxable event, so you call us to ensure you are on the right track.