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Pricing
$1525(Most Popular)
Best For
Same as silver, plus for families with children and investments, small business owners, landlords, high-income W-2 employees and investors who want fewer surprises and faster clarity
Return Preparer
One of our associates (CPA, EA or CPA candidates) or Mike Davidov, CPA.
Completion Priority Before Deadline
First come, first served.
Preparation Time
8-14 calendar days.
What Is Included In Price
All of the items covered under Silver plus reporting up to two (2) rental properties, one (1) sole proprietorship or single-member LLC taxed as a sole proprietorship (books must be completed for the year in question) that includes up to three (3) capital depreciable assets and one home office, and Schedule Self-Employed (SE).
Additional Services Included
All of the items covered under Silver plus estimated tax vouchers for the current calendar year based on the prior year tax (safe harbor method).
In-Person or Remote Interaction
Choice of remote interaction or one 20-30 min in-person meeting (after the plan has been purchased) and subsequent remote interaction.
Discounts on Other Services
10% off W-4 optimization and estimated tax vouchers, 12% off tax planning.
Limits on Communication
Maximum of four (4) e-mails from the client (not including notification of document submission and responses to D&A requests) included in pricing. Each additional email received and responded to that had questions in it will be billed $50.
Add-Ons
All additional forms (over and above those listed under What Is Included In Price) are based on current a-la-carte pricing (we bill based on data entry volume and complexity).
Filing Extensions
Filed only if data is submitted between March 20 and April 15; the client is notified; tax to be paid with extension is estimated based on the prior year tax (safe harbor method).