Diamond

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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.