Tax Planning Services

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Client Name and Email
Name
Please enter your email
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We offer three levels of tax planning support. Please review each option below before selecting what's right for you. A combination of services is recommended.

Annual Comprehensive Strategy Meeting $500
A dedicated annual meeting to review your financial picture, identify tax-saving opportunities, and build a proactive strategy for the year ahead. Your strategy meeting is typically scheduled in the second half of the year, giving us a clear view of your income and maximum time to implement tax-saving strategies before year-end — or discuss strategic financial planning for the year ahead.

Quarterly Payment Update Meetings $275
Short check-ins each quarter to review your income, adjust estimated payments, and keep you on track to avoid surprises at filing time.

Quarterly Tax Forecasts (Email Only) $175
Quarterly estimated tax calculations delivered via email — no meeting needed. We run your numbers and send you exactly what to pay and when.

Estimated tax payment vouchers will continue to be prepared and provided at no additional charge as part of your annual tax return preparation. If you are on an engagement, you will receive a 10% discount from above prices.
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Outside of your annual tax return preparation, how many tax planning meetings or forecasts would you like each year?
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More than 1
Help me decide
I prefer email only
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Check off any items below that are recently applicable in your life or will be in the next 12 - 18 months.Your answers will help us recommend the right meeting frequency for you.
Married, divorced, have new, or fewer dependents
You or your spouse age 50, 59, 65, 73, or retiring
Income increased or decreased more than 10%. This could be through business, investments, or inheritance?
Real estate sales, purchases, or significant changes in rental income
Other sizable investments, losses, purchases or sales
Started, sold, or significantly changed a business
Received or expect to receive a large bonus, commission, or settlement
Stock options, RSUs, or equity compensation
Significant charitable giving planned
None, my situation is stable
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Help me count
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Based on your answers, we recommend annual comprehensive planning meeting and additional tax forecasts.
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Your annual comprehensive planning strategy meeting will be held by zoom or phone. How would you like to receive your {helpMe} additional tax forecasts?
By phone ($275/meeting)
By e-mail ($175/meeting)
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Now let's select the dates for your tax planning meetings that are right for you.

Keep in mind that estimated tax payments are due on the following dates:

April 15
June 15
September 15
January 15

These due dates should help guide how often you meet with our team throughout the year.
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Select the number of meetings per calendar period and type of meeting you would like to book.* This field is required.
May or June
July - Sept.
Oct. - Dec.
January
Tax Payment Calculations (Email Only)
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Select the number of e-mailed tax forecasts per calendar period you would like us to calculate for you.* This field is required.
May or June
July - Sept.
Oct. - Dec.
January
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Do you live and work in different states?
YESNO
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Approximately how many states do you need a tax strategy for?* This field is required.
Please Select
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5 or more
Select number of states with state income tax
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Email Count
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Quarterly Count
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Annual Count
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You selected emailed tax calculation, estimated payment update, and comprehensive meeting(s). The total cost for these services in a year is $ , or $ per month (monthly price includes a 10% discount for your engagement agreement).

Press NEXT to continue
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You selected emailed tax calculation, estimated payment update, and comprehensive meeting(s). The total cost for these services in a year is $ , or $ per month (monthly price includes a 10% discount for your engagement agreement). We will need additional time to calculate your state tax forecasts, which will add approximately $ to the monthly service.

Click NEXT to continue...
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You selected annual comprehensive tax planning meeting. The total cost for this service is $ , or $ per month (monthly price includes a 10% discount for your engagement agreement). If we need additional time to calculate state income tax forecasts, approximately $ will be added to the monthly service.

Click NEXT to continue...
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You selected estimated tax calculations to receive via e-mail. The total cost for this service is $ , or $ per month (monthly price includes a 10% discount for your engagement agreement). If we need additional time to calculate state income tax forecasts, approximately $ will be added to the monthly service.

Click NEXT to continue...
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You selected annual comprehensive tax planning meeting and additional tax forecasts. The total cost for this service is $ , or $ per month (monthly price includes a 10% discount for your engagement agreement). If we need additional time to calculate state income tax forecasts, approximately $ will be added to the monthly service.

Click NEXT to continue...
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Thank you for reviewing our Tax Planning Services Update! You will receive a submission confirmation email after pressing SUBMIT.

New clients: Your choices will be added to your engagement plan.

Existing clients: Changes are effective for your 2027 - 2028 engagement renewal. If you would like to add additional services to your existing 2026 - 2027 engagement, please reply to the submission confirmation email.

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