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Full-Service Packages
Essentials
688$Perfect for individuals with simple tax situationsValid for 12 months- Personal Tax Preparation (excluding Schedule A/B/C/D/E)
- Annual Tax Planning Meeting (30 minutes)
- Annual Tax Consultation Meeting (30 minutes)
- Most Popular
Deluxe
988$Perfect for individuals with rental and investment incomeValid for 12 months- Personal Tax Preparation (including Schedule A/B/C/D/E)
- Foreign Bank Account Reporting (FATCA/FBAR)
- Annual Tax Planning Meeting (30 Minutes)
- Annual Tax Consultation Meeting (30 Minutes)
Premium
1,588$Perfect for small business ownersValid for 12 months- Business Tax Preparation (Partnership, S-Corp, C-Corp)
- Personal Tax Preparation (including Schedule A/B/C/D/E)
- Foreign Bank Account Reporting (FATCA/FBAR)
- Annual Tax Planning (30 Minutes)
- Semi-Annual Tax Consultation (60 Minutes)
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