Individual Package
Essential
Starting at $75 per month
Who is this for?
Individuals with straightforward tax situations who still want a professional preparing their return correctly and providing foundational guidance.
Perfect for those in their early career or early investment years who don’t yet need extensive planning but value expert support to stay compliant and informed.
✔ Individual Tax Preparation
✔ TaxDome Client Portal
✔ E-Signature for filing
✔ Email Delivery
✔ Monthly Newsletters
✔ Estimated Tax Payment Guidance -Safe Harbor
✔ Basic Email Support
Enhanced
Starting at $300 per month
Who is this for?
Individuals who are starting to experience more complexity than a basic return can handle—such as first-time business owners, new real estate investors, taxpayers with equity compensation, or those beginning to accumulate investments.
They need guidance beyond a simple annual filing to ensure they’re planning correctly and avoiding surprises.
Comprehensive
Starting at $600 per month
Who is this for?
Individuals or families with one business entity or a moderately complex financial picture.
This includes business owners with a single LLC or S-Corp, real estate investors with a few properties, high-earning W-2 employees with some investments, or individuals needing consistent planning and compliance throughout the year.
Premier
Starting at $1,400 per month
Who is this for?
High-income individuals, families, or households with multiple income streams and complex tax situations—such as K-1s from several entities, investment portfolios, real estate holdings, equity compensation, trusts, or multi-state filings.
These clients need proactive, year-round tax planning, coordination with business entities, and ongoing strategic guidance to minimize taxes and preserve wealth.
What’s included?
✔ Individual Tax Preparation
✔ TaxDome Client Portal
✔ E-Signature for filing
✔ Email Delivery
✔ Monthly Newsletters
✔ Estimated Tax Payment Guidance -Safe Harbor
✔ Customized Tax Strategy -Lite Plan
✔ Check-In with Tax Advisor - Annual
✔ Email Support - Limited
✔ Live Strategy Call - 1 per year
✔ Response Standard (3-5 days)
✔ Individual Tax Preparation
✔ TaxDome Client Portal
✔ E-Signature for filing
✔ Email delivery
✔ Live Microsoft Teams meeting to review your tax return
✔ Monthly newsletters
✔ IRS Notice Response - Basic Support
✔ Estimated Tax Payment Guidance - Semi-Annual
✔ Extensive Planning Meetings - 1 per year
✔ Customized Tax Strategy Recommendations - Lite Plan
✔ Entity Structure Review (if applicable) - Annual
✔ Coordination with 1 External Advisor
✔ Check-In with Tax advisor - Semi-Annual
✔ Email Support - Unlimited
✔ Live Strategy Call - 1 per year
✔ Response Standard (2-3 days)
✔ Individual Tax Preparation
✔ TaxDome Client Portal
✔ E-Signature for filing
✔ Email delivery
✔ Live Microsoft Teams meeting to review your tax return
✔ Monthly newsletters for tax updates, education and planning
✔ In person delivery and review
✔ IRS Notice Response - Basic Support
✔ Estimated Tax Payment Guidance - Quarterly
✔ Extensive Planning Meetings - 2 per year
✔ Customized Tax Strategy Recommendations - Full plan & Implementation Discussion
✔ Entity Structure Review (if applicable) - Annual
✔ Coordination with External Advisors - Full Team Coordination
✔ Check-In with Tax advisor - Quarterly
✔ Email Support - Unlimited
✔ Live Strategy Calls - On Demand
✔ Response Standard (1 day)
✔ BizEquity Valuation Platform (for planning purposes only)
✔ Financial Planning Tools (for planning purposes only, not to be used as financial planning or advice)