Service Offerings
Click each section below to learn more about the solutions available to you and your business.
Customized to your needs
Choose
Your
Service
Level
Core - tax only
The Core service level is for taxpayers with straightforward tax situations looking for quality and convenience. It includes:
- Federal and State Tax Returns.
- “Safe-harbor” quarterly estimates, if needed.
- Extensions based on prior year returns.
- The option for a mid or year-end tax tune-up.
The minimum fee for the Core service level is $625 for individuals. Businesses must choose the Concierge level of service.
Concierge - Tax + Advisory
The Concierge service level is for taxpayers that need regular tax planning throughout the year. It includes:
- Federal and State Tax Returns.
- Year-round email support, tax notice assistance, and CFP collaboration.
- Quarterly projections and estimates.
- A year-end tax strategy meeting.
- Extensions based on current tax year data, if needed.
The minimum fee at the Concierge service level is $2,500 for individuals and $5,000 for businesses. Business owner tax return prep is included.
FAQs
How do you pronounce your first name?
It’s TAH-rah. “Ahh” like in “olive.” 🙂
How much does it cost to work with you?
Well, it depends. My fees are representative of my depth of expertise, but for some context, my minimum fee for individual tax preparation is currently $625.
What if I have tax questions throughout the year?
Not a problem! The Concierge service level includes year-round tax support.
What do you need to prepare my returns?
Everything including the kitchen sink. Every year you’ll receive a tax organizer that will guide you through what information to provide! Completing the organizer is required for me to prepare your returns.
Can I give you paper tax documents?
My firm is virtual, but I can accept paper documents and offer in-person services in limited cases. Additional fees will apply.
How do I schedule a consultation?
The first step is to complete an inquiry form. If I am able to assist, I will request a copy of your most recent tax returns in order to provide a quote range for services. The next step is to schedule a 20 minute consultation to go over the process for working together.