Introducing Our Tax Packages!

by Kenneth Hoffman in ,


Tax season is underway as we speak. Sounds fun, right? But we love to serve you, so we are looking forward too that opportunity again.

We'll be doing some different things this year to deliver greater options to you and seriously increase the value we deliver in the preparation of your tax return.

Value and Transparency

You will have four options to chose from as we serve your tax return needs: Gold, Silver, Bronze and Basic. We want these to bring transparency in what we will do for you while allowing you to choose the value you perceive in each option. You get to choose your price according to what YOU need and value. Here are the details:

Under the Gold Tax Package, we will deliver your completed return to you within 4 days of you delivering all of your tax information to our office and your tax return price payment. We will also review your last 3 years tax returns looking for mistakes and missed opportunities. We will also include our IRS Letter Notice service, that is, we will respond to any IRS Notice for the tax returns we prepare at no additional charge. Our IRS Letter Notice does not include audits. Additionally you have unlimited access to us via telephone or email for any tax questions you may have throughout the year. If your tax questions require additional research, you will enjoy a 50% discount off our normal rate. Lastly, we will provide tax planning in the fall and you will enjoy a 25% discount on any services we provide to you. This package will be 80% higher than our normal tax preparation rate.

Under the Silver Tax Package, we will deliver your completed return to you within 8 days of you delivering all of your tax information to our office and your tax return payment. We will also include our IRS Letter Notice service for a 50% discount off our normal rate. That is, we will respond to any IRS Notice for the tax returns we prepare. Our IRS Letter Notice does not include audits. Additionally you have unlimited access to us via telephone or email for any tax questions you may have throughout the year. If your tax questions require additional research, you will enjoy a 25% discount off our normal rate. This package will be 40% higher than our normal tax preparation rate.

Under the Bronze Tax Package, we will deliver your completed return to you within 14 days of you delivering all of your tax information to our office and your tax return payment. We will also include our IRS Letter Notice service for a 15% discount off our normal rate. That is, we will respond to any IRS Notice for the tax returns we prepare. Our IRS Letter Notice does not include audits. This package will be 15% higher than our normal tax preparation rate.

Under the Basic Tax Package, we will extend your tax return to be completed during non-busy season hours, to be completed within one month after the tax deadline filing date. But you will receive a 10% LOWER price off our normal tax return rate.

Now you have total choice! For those that value a quick turn around time and premium added services, we've provided that option for you. And for those of you who value lower prices more than a quick turn around time, you get to have your way too! We know you will have questions about these options, so feel free to contact us and ask questions.

What to do next? Once you tell us which package you want to choose, all you have to do is provide your tax information to us after January 15th, make your deposit payment, and we'll do the rest!. All Tax Return Packages require a deposit of $150 before we begin. You can pay your deposit securely online by check or credit card HERE.

Please note, our normal tax return consists of one IRS Form 1040, Schedule A, one state return if required and e-filing. Additional forms and schedules incur additional costs. For the 2011 tax season our normal tax return preparation fee is $225, and our IRS Letter Notice service is $150. Please contact us for your custom price quote.

All tax returns must be paid-in-full before e-filing. 

Thanks for letting us serve you.