01

When is the Silver Package a Good Fit?

​Clients who have wages, are an existing business owner, and/or have passive income.

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​Clients value proactive tax planning.

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Client's business is well established and the business experienced minor changes.

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.
 

Clients can choose to have a dedicated time each year with their preparer to create a tax plan prior to year end.

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Clients will meet with a team member before the returns are prepared to ensure accuracy for compliance.
 

In this option, you are billed separately for help with things outside of your tax return and planning.