Concierge Plans

The concierge plans are created to allow both clarity in your annual tax fees as well as a way to to have regular conversations regarding your tax planning and financial planning needs. No worries about random invoices. No worries about whether a question is too small. Get the advice you need when you need it. A better way to handle taxation.

Both plans include the annual 1040 with up to 2 Schedule Cs, 2 K1s, 1 Schedule E and 2 kids. Additionally, you can opt for quarterly checkins or monthly checkins that will usually last about 45 minutes each. Those regular I have a question about this calls are all included. We can adjust the configuration to fit your situation, likely without any pricing changes.