01

When is the Silver Package a Good Fit?

Silver Package is a great fit for clients who want to meet with Jan during tax season to discuss opportunities before the return is filed.  Options are limited compared to full year planning but the client need full year planning.  The silver package works well for established businesses with little changes. 

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This package does not give proactive planning during the year.  Additional tax planning meetings can be added on for additional costs.  

What client would benefit from the Silver Package?

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

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​Clients value meeting during tax season to discuss opportunities.  

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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.