Tax Compliance Packages

For individuals and businesses requiring structured, professionally managed tax return preparation, we offer tiered compliance packages designed around complexity and service level.

Our compliance engagements are organized, clearly defined, and supported by secure communication standards — ensuring accuracy, responsiveness, and professional oversight.

What to Expect

Each package includes:

CPA-prepared and reviewed federal and applicable state tax returns
Secure client portal for document exchange and communication
Defined response standards based on selected tier
CPA-led compliance consultations (as outlined within each package)
Audit representation for returns we prepare

Packages vary based on filing complexity, number of states, business activity, and level of support required.

Our Process

01

Complete a brief onboarding questionnaire through our secure client portal

02

Upload applicable tax documents and supporting information

03

We review your submission to determine scope and provide clear pricing before engagement

04

Work begins once the
appropriate package is selected
and confirmed

Pricing is determined after reviewing scope and complexity.

Considering Strategic Planning?

For clients whose financial situation may benefit from forward-looking tax planning, we may recommend beginning with a Tax Strategy Assessment.

Choose a package

Quality

Ideal for straightforward tax situations where accuracy, efficiency, and peace of mind are the priority

What's included

CPA-Prepared & Reviewed Federal and State Income Tax Returns
Accuracy Guarantee
IRS & State Audit Representation (Returns We Prepared)
Compliance-Related Tax Inquiries via Secure Portal (Annual Limit = 3)
Defined Response Time (3 Business Days)
CPA-Led Tax Consultations (1)

Gold Standard

Best for professionals with business activity who want clarity, support, and fewer tax surprises

What's included

CPA-Prepared & Reviewed Federal and State Income Tax Returns
Accuracy Guarantee
IRS & State Audit Representation with Expedited Handling (Returns We Prepare)
Compliance-Related Tax Inquiries via Secure Portal (Annual Limit = 6)
Defined Response Time (2 Business Days)
CPA-Led Tax Consultations (3)
Compliance-Based Estimated Tax Calculations
Multi-State Filing/Business Household Complexity

Diamond

For individuals seeking priority access, fast response times, and premium tax support

What's included

CPA-Prepared & Reviewed Federal and State Income Tax Returns
Accuracy Guarantee
IRS & State Audit Representation with Senior- Level Escalation (Returns We Prepare)
Compliance-Related Tax Inquiries via Secure Portal (Annual Limit = 12)
Defined Response Time (1 Business Days)
CPA-Led Tax Consultations (6)
Compliance-Based Estimated Tax Calculations
Multi-State Filing/Business Household Complexity
Annual Filing Review & Q&A Session
Priority Handling During Peak Season