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Packages

Bronze Package

01

When is the Bronze Package a Good Fit?

Clients income is reported on a W2 from employer.

Clients do not own (or are a partner in) real estate holdings.

Clients do not want/need tax planning advice to manage your tax liabilities.

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02

How It Works

You invest a simple flat fee each year to "report" to the IRS and State (if applicable) what has already happened.
 

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03

Pricing

Our pricing is simple and designed to align with your needs

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Individuals: Starting at $275 

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*Your exact investment could be more, based on the complexity of your needs and the number of services required (taxes, accounting, payroll, IRS help, etc).

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