Service Tiers
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 | |
Advisory
Proactive year-round planning and priority service
Tax Support
Return Review
Year-Round Tax Support
IRS / State Notice AssistanceExpanded assistance
Planning & Coordination
Proactive Tax Planning
Financial & Investment AnalysisPortfolio + financial plan analysis
Service Experience
Tax-Season PriorityPriority
Relationship SupportDedicated relationship lead
Document IntakeDigital or paper included
Guidance
Tax preparation and year-round guidance
Tax Support
Return Review
Year-Round Tax Support
IRS / State Notice AssistanceInitial notice response
Planning & Coordination
Proactive Tax Planning
Financial & Investment AnalysisOne-time portfolio analysis
Service Experience
Tax-Season PriorityEnhanced
Relationship SupportTeam-based service
Document IntakeDigital preferred; paper $75
Legacy
Existing and acquired clients only
Tax Support
Return Review
Year-Round Tax Support
IRS / State Notice Assistance$150+ as needed
Planning & Coordination
Proactive Tax Planning
Financial & Investment AnalysisNot included
Service Experience
Tax-Season PriorityStandard
Relationship SupportTeam-based service
Document IntakeDigital preferred; paper $125
Not Available to New Clients
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.