INDIVIDUAL PACKAGES & pricing
Premier
Starting at $16,800 Annually
CLIENT PROFILE
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.
INCLUDES:
ENHANCED PACKAGE +
In person delivery and review
Estimated Tax Payment Guidance - Quarterly
Extensive Planning Meetings - Semi-Annual
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
Live Strategy Calls - On Demand
BizEquity Valuation Platform (for planning purposes only)
Financial Planning Tools (for planning purposes only, not to be used as financial planning or advice)
Response Standard (1 day)
COMPREHENSIVE
Starting at $7,200 Annually
CLIENT PROFILE
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.
Enhanced
Starting at $3,600 Annually
CLIENT PROFILE
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.
ESSENTIAL
Starting at $900 Annually
CLIENT PROFILE
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.
INCLUDES:
ENHANCED PACKAGE +
Live Microsoft Teams meeting to review your tax return
IRS Notice Response - Basic Support
Estimated Tax Payment Guidance - Semi-Annual
Extensive Planning Meetings - 1 per year
Entity Structure Review (if applicable) - AnnuaL
Coordination with 1 External Advisor
Check-In with Tax advisor - Semi-Annual
Email Support - Unlimited
Response Standard (2-3 days)
INCLUDES:
ESSENTIAL PACKAGE +
Customized Tax Strategy Recommendations - Lite Plan
Check-In with Tax Advisor - Annual
Email Support - Limited
Live Strategy Call - 1 per year
Response Standard (2-3 days)
INCLUDES:
Individual Tax Preparation
TaxDome Client Porta
E-Signature for filing
Email Delivery
Monthly Newsletters
Estimated Tax Payment Guidance - Safe Harbor
Email Support - Basic
