- Services for Individuals
- Tax Preparation
Tax Preparation
Tax Preparation. The Easy Way.
At True Wealth, we’ve built a comprehensive tax preparation and filing process that enables us to handle your taxes from start to finish. Our advanced platform supports a completely digital process from tax document upload to signature and filing. In addition to providing tax services for individuals and families, we also provide a suite of tax services for businesses.
We strike the right balance to deliver great service and advice at a reasonable price. With our highly qualified tax professionals and straight-forward pricing, there’s no need to overpay at a high-priced CPA firm or settle for a less-qualified, cheaper alternative.
Should you need additional help to address your tax situation, True Wealth offers integrated tax planning services to support you with tax advice throughout the year. You can count on us for strategic advice that leads to smart tax decisions all year long.
- Accuracy Guaranteed. True Wealth stands behind our work. If you provided us all that we needed in a timely fashion to accurately prepare your return and we made a mistake, we will fix it at our expense as part of our Accuracy Guarantee. This may include filing an amended return or responding to notices from tax authorities.
- Audit Protection. Though no mistake may be made on your return, you may still receive notices from taxing authorities that require your response. With our Audit Protection program, we will represent you in examinations concerning tax returns or tax forms prepared by our firm to the extent we are allowed by our professional designations.
- Supplemental Tax Planning. While preparing your taxes, we may observe opportunities for tax savings that require planning or changes in the way you handle some transactions. While an engagement for tax return preparation does not include significant tax planning services, we will share any ideas we have with you and discuss terms for any additional work to implement those ideas.
- Transparent Pricing. We provide expert tax preparation at a reasonable price. Our tiered service level approach, mean you only pay for what you need. Our fees for preparing your returns are based on the time required at our standard rates and pricing levels. Invoices must be paid prior to your tax return being released and filed.
Additional Individual Services
Tax Preparation for Life
We deliver integrated financial planning and tax services tailored to meet the unique needs of individuals and families at every stage of their financial journey. Whether you’re building and protecting wealth, preparing for or in retirement, or ensuring a smooth transition of assets to the next generation, our comprehensive approach covers all aspects of financial planning. True Wealth is committed to providing holistic guidance and developing customized solutions that align with your goals and values no matter where you are in life’s journey.
Planning
Your Life
Together
Building and
Protecting
Wealth
Managing
Sudden
Wealth
Navigating
Being Suddenly
Single
Retiring
with
Confidence
Creating a well-designed retirement plan yields clarity, confidence, and a roadmap to successfully transition to and through retirement. Your plan is the framework key decisions — Social Security claiming, investment strategy, tax-smart distributions from your portfolio — are made within to preserve and protect your retirement lifestyle.
Transferring
Generational
Wealth
Planning Your Life Together
Building and Protecting Wealth
Navigating Being Suddenly Single
Managing Sudden Wealth
Retiring with Confidence
Creating a well-designed retirement plan yields clarity, confidence, and a roadmap to successfully transition to and through retirement. Your plan is the framework key decisions — Social Security claiming, investment strategy, tax-smart distributions from your portfolio — are made within to preserve and protect your retirement lifestyle.
Choose the Level of Support That's Right for You
Every service level includes professional individual income tax return preparation. The difference is how much year-round support and proactive planning comes with it.
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Legacy
Existing and acquired clients only
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Guidance
Tax preparation and year-round guidance
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Advisory
Proactive year-round planning and priority service
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|---|---|---|---|
| Tax Support | |||
| Return Review | |||
| Year-Round Tax Support | |||
| IRS / State Notice Assistance | $150+ as needed | Initial notice response | Expanded assistance |
| Planning & Financial Coordination | |||
| Proactive Tax Planning | |||
| Financial & Investment Analysis | Not included | One-time portfolio analysis | Portfolio + financial plan analysis |
| Service Experience | |||
| Tax-Season Priority | Standard | Enhanced | Priority |
| Relationship Support | Team-based service | Team-based service | Dedicated relationship lead |
| Document Intake | Digital preferred; paper $125 | Digital preferred; paper $75 | Digital or paper included |
| Not Available to New Clients | Get Started | Get Started | |
Legacy is not offered to new clients. Additional notice/representation work, amended returns, audits/examinations, appeals, collection matters, identity-theft matters, prior-year issues, and other special projects may require a separate engagement. Investment and financial-plan analyses shown above are one-time benefits, not annual recurring deliverables.
Latest Financial Insight
See our latest articles, podcasts, and other insights on how we think about retirement planning, investment markets, tax-smart strategies, and enhancing your business’ operations and equity value, and more. We aim to cut through the noise and help educate and inform how to improve what will drive results.
