Compliance
Annual filing + safe-harbor quarterly estimates. This tier is for people who want their return prepared and filed, baseline estimated payments calculated using prior-year IRS safe-harbor rules, and a clean process for documents and signatures. Estimated payments are provided to help meet minimum payment requirements and do not include income projections, in-year adjustments, or ongoing tax planning services.
Annual 1040 + 1 State Tax Return (Prep & E-File)
Preparation and electronic filing of your federal Form 1040 and one state income tax return. You receive a draft to review and ask questions, we e-file after required e-signatures, and final PDFs are delivered through the client portal. If you need extra states, amended returns, or other specialized filings, we’ll confirm scope and pricing before proceeding.
Secure client portal + e-signature + document checklist
A secure, year-round workflow for exchanging documents and deliverables. Upload documents, sign required authorizations electronically, and follow a guided document checklist to keep the process organized. You can retrieve copies of filed returns whenever needed.
Quarterly Estimated Taxes – Safe Harbor (Prior Year)
Quarterly estimated tax calculations using a prior-year safe-harbor approach for federal and state (as applicable). You get recommended payment amounts, a simple schedule to follow, and calculations aimed at meeting minimum thresholds to reduce common underpayment penalties. In-year income projections or updates are not included in this tier.
Estimated Tax Auto-Pay Setup (IRS + State)
Support scheduling electronic estimated tax payments with the IRS and applicable state agency at your request. We confirm the amounts and dates, help you navigate the payment portals, and provide confirmation details for your records. You remain responsible for verifying bank details and ensuring sufficient funds are available.
Routine IRS and state notices (returns we prepared)
If you receive an IRS or state notice related to a return we prepared, we’ll review it, explain what it means, confirm whether it appears accurate, and prepare and submit a routine written response or required forms when appropriate. We can communicate with the agency on your behalf and track the matter through resolution. Larger issues (audits/exams or items unrelated to returns we prepared) are scoped separately.
Email support during filing
Email support during active preparation to keep filing moving smoothly. Covers questions about your documents or financials, guidance on what to upload next, and explanations of draft return items. Typical response is 2–3 business days during the filing process; we’ll flag anything that requires separate scope or a higher tier.
Collaboration
Everything in Compliance, plus year-round access and more accurate quarterly estimates. A good fit if you want someone you can reach during the year for quick tax questions and estimates that reflect what’s changing this year, not just last year’s safe-harbor approach.
Includes everything in Compliance, plus :
Custom Quarterly Estimated Tax Plan (Not Just Safe Harbor)
Quarterly estimated tax payments based on what’s changing this year, not just last year’s safe harbor. We factor in expected shifts in income, withholding, deductions, credits, and major life or work changes to recommend payment amounts and due dates (federal and state, as applicable). Safe-harbor rules are considered when helpful to reduce penalty risk.
Year-End Projection + Q4 Payment Refresh
A late-year projection that uses year-to-date results and known changes to refine final payments. Includes a recommended Q4 estimated tax update and/or withholding adjustment guidance to reduce surprises at filing time.
Estimated Tax Reminders + Pay-Online Instructions
Email reminders before each quarterly estimated tax due date, including the planned payment amount and simple step-by-step instructions to pay online (with the official IRS/FTB payment site links and any reference details you’ll need).
Year-round email & phone support for quick tax questions
Year-round email and phone access for practical, day-to-day tax questions tied to your situation. Includes guidance on common decisions, light review of short excerpts you share, and brief coordination with a bookkeeper or payroll provider when it resolves a straightforward item. Typical response within 2 business days; deeper research or calculations are scoped separately.
Recorded walkthrough of your finished return
A secure recording that walks through your filed return, summarizing key results and notable year-over-year changes based on the information provided. Includes any key follow-ups or action items for the coming year, delivered through the client portal. This is an overview of what was filed—not a separate planning engagement.
Concierge
Our most supportive tier—built for proactive planning and bigger decisions. Adds dedicated advisory time, a comprehensive annual planning session, and coordination with your financial advisor (on top of everything in Collaboration).
Includes everything in Collaboration, plus :
Audit/exam representation for returns we file
If the IRS or California (FTB) opens an audit or exam on a return we prepared and filed, we’ll represent you. We review the notice, confirm scope and deadlines, communicate with the agency, help gather documentation, prepare responses, and attend remote conferences when appropriate. Includes up to 10 hours of representation time per year; if more time is needed, we’ll present options before continuing.
Dedicated advisory time each year
Each year, this package includes dedicated advisory time (typically up to three hours) that you can use for one focused project from our advisory menu or for one or two shorter planning sessions on topics you choose. We handle the analysis, walk through options and next steps with you, and schedule this work in a dedicated window after April 30 so filing season can stay focused on getting your return filed. If the work needs more time than what’s included, we’ll outline options and a separate quote before going deeper.
Annual Tax Planning Session + Action Plan
One planning-focused meeting each year to review the current year and upcoming year, discuss opportunities and risks, agree on next steps, and provide a written action plan with decisions, timing, and follow-ups.
Coordination with Your Financial Advisor
With your permission, we coordinate with your financial advisor (or other relevant advisor) on tax-sensitive items—sharing tax inputs, clarifying assumptions, and aligning timing for implementation when helpful. Broader or ongoing coordination is scoped separately.