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Pricing
Starts at $2,225. The actual fee is custom-quoted.
Best For
Wealthy investors, very high income W-2 employees, successful small and medium-size business owners, and anyone wanting the fast and top-notch service.
Return Preparer
Exclusively Mike Davidov, CPA.
Completion Priority Before Deadline
Automatic priority regardless of time submitted as long as it’s before April 10.
Preparation Time
2-3 calendar days.
What Is Included In Price
Unlimited Forms and Schedules.
Additional Services Included
All of the items covered under Platinum plus an up to 60-minute phone/video call or in-person meeting to discuss return and/or future strategies.
In-Person or Remote Interaction
Choice of remote or up to 60 min in-person meeting (only available before March 20 or after April 15). New clients are strongly encouraged to meet in person.
Discounts on Other Services
15% off business tax return preparation, 20% off W-4 optimization and estimated tax vouchers, 30% off tax planning.
Limits on Communication
Unlimited number of emails.
Add-Ons
N/A
Filing Extensions
Filed only if data is submitted between April 10 and April 15; the client is notified; tax to be paid with extension is calculated based on submitted documents.