Our Financial Planning Packages Services.

Starting at $500.00* Annually. Starting as of Mid-Year

Includes:

* Retirement plan analysis,

* Insurance Planning Basics

* Estate Planning Basics

* Investment Planning Review

* General Planning: general goals

like education, buying a house,

paying off debt or just keeping

on track. ​​

*Not during Tax-Season. 

​​Our Zero Plus Program helps low to moderate-income clients manage their credit score, and helps them create a savings plan, along with education planning. Once the situation is improved a client can move up to the above category of planning.

Reviewed once a year.  

*Ask for the first-year client discount. 

Package 2

 Jet Return

5 Years Catch Up


$700*

$300 with any package for all areas of planning above.

$380 Includes Tax Planning and any other planning of your choice. See above. 

Tax Packages & Financial Planning

Our Tax Services 

If you have any question that requires research or a pump up on the topic while you prepare your taxes, you can direct the question to my inbox

Per Question topic $35.00 that requires research. Also, we reserve the right to change the pricing 30 days in advanced or based on the degree of complexity of the form or schedule being completed. 

$520 Includes Tax Planning and any other planning of your choice. See above. 

Package 3

 Complex Returns

  • No dependents
  • up to 2 income items 
  • Standard Deduction
  • 1 credit max
  • 2555 EZ or simple
  • 1 state
  • Dependents
  • up to 4 income items 
  • Schedule C simple
  • Itemized Deduction or Standard (choice)
  • 3 credits max
  • Multiple securities 1099-B. 
  • 2555 complex form
  • IRA topics like conversions, contributions, backdoor Roth. 
  • 1 state

$230 Includes Tax Planning and any other planning of your choice. See above. 

7 Years Catch Up


$1000*

Package 1

Simple Return

Filing Prices for Overseas

Contractors - Catch UP

  • Dependents
  • More than 4 income items 
  • Schedule C complex
  • K1's
  • Itemized Deductions or Standard (choice)
  • 3 credits max
  • Multiple securities 1099-B
  • Sale of Assets
  • 2555 complex form
  • 1 state

3 Years Catch Up


$ 500.00*

* There is an initial consultation non-refundable charge of $125.00. This includes transcripts requests and Wage and Income Statements, communications with us, plus an analysis of the situation, and recommendations. If a client is not in possession of the copies of prior years' tax returns we must request them to the IRS. I could give you a credit towards the return preparation if you decide to start on one of the packages. $50.00 worth the credit. 


Any additional return that is required in between tax years has an extra charge of $180.00 this would normally cost $230.00 with the exclusion. Returns are not optional if they are a requirement to achieve compliance with the IRS and are part of a recommendation. Price includes one state preparation. Some clients might have multiple states.

- There is no package for those backed up for 2 years or less.

We reserve the right to update our charges at any time. You might be charged for other forms if you are not an employee, but hold self-employment income for example. Extra time and / or level of complexity might be charged. 


Package does not include FinCEN reporting or any offshore accounts reporting to either the IRS and BSA.