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Packages Overview

The tax code is constantly changing, and our tailored packages give you the freedom to choose the level of support that best fits your needs.  We believe in giving you the clarity and confidence to make smart financial decisions now, so you can enjoy peace of mind later.

 

Whether you’re an individual or a business, we’re here to provide compassionate, personalized service you’d expect from a dedicated small firm.  Please see the different packages

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No matter which package you choose, our goal is the same: to help you feel confident and supported every step of the way. Because at Schaffner Tax Solutions, we believe that Planning Today for a Better Tomorrow™ is more than a tagline—it’s the way we serve our clients.

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Summary of Packages

Golden Steel Plate

Gold Package

Year-Round Partner in Your Success

  • Quarterly planning & strategy meetings

  • Ongoing tax estimates & projections

  • One-on-one return review appointment with Jan

  • IRS/State correspondence included

  • Priority responsiveness—within 24 hours

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👉 Best for individuals and businesses who want comprehensive, proactive support year-round.

Silver Steel Plate

Silver package

Year-End Strategy with Peace of Mind

  • 1 proactive tax planning meeting before year-end

  • Return preparation + document review

  • IRS/State correspondence included

  • Responsive within 2 business days

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👉 Best for those who want filing plus one targeted planning session to reduce surprises.

Brown Texture

Bronze Package

Simple, Accurate Filing

  • Federal & state tax return preparation

  • Step-by-step organizer to ensure accuracy

  • Secure drop-off or online upload

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👉 Best for individuals or businesses who only need filing—no planning or projections.

Filling Out Tax Form

Mission

Our mission is to serve each client with integrity, professionalism, and compassion—helping them move toward their fullest potential. Through thoughtful guidance and reliable support, we aim to leave every person and business in a more confident and empowered position.

Vision

At Schaffner Tax Solutions, our vision is to create a clear and supportive path for every client—whether they need basic compliance or proactive, year-round strategy. We strive to meet people where they are and guide them forward, offering scalable services that grow with their needs. By delivering personalized support through every season of life and business, we aim to become a trusted partner in helping our clients build financial clarity, confidence, and peace of mind.

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