Basic
Basic annual tax filing for people who want their return prepared and filed with no ongoing extras.
Tax return preparation
Preparation of your federal Form 1040 and one state income tax return as your core annual filing service.
Secure online document portal
Year round access to a secure online portal where you can upload your tax documents and download copies of your filed returns whenever you need them.
Safe harbor estimated tax calculations
Quarterly estimated tax payments calculated using standard prior year safe harbor rules so you stay on track with the minimum amounts needed to avoid most underpayment penalties.
Automatic estimated tax payments
Setup of electronic quarterly estimated tax payments with the IRS and California FTB, at your direction, so payments are scheduled and submitted on time as systems move toward electronic payments.
Email tax newsletter
Periodic email updates that highlight important tax changes and point you to educational articles so you can stay informed without having to research everything on your own.
Balanced
Annual filing plus year round support and smarter estimated tax work.
Includes everything in Basic, plus :
Year round email access for quick questions
This package includes year round access by email for short, general questions that can be answered without extra research or detailed calculations. We typically respond within two to three business days outside of peak filing deadlines, so you can get guidance without starting a separate advisory project.
Personalized tax return video walkthrough
A secure, personalized video recorded by your tax professional that walks through your completed return, highlights key items, answers common questions, and shares observations specific to your situation.
Estimated tax calculations based on projected income
With the Basic package, quarterly estimates are based on standard prior year safe harbor rules. With Balanced, we still follow those rules but also factor in the changes we already know about—like shifts in income, deductions, or credits—so your estimated payments line up with your actual projected income for the year ahead.
Automated estimated payments with reminders
In the Basic package, we set up automatic estimated tax payments. In the Balanced package, we also send an email reminder before each scheduled payment so you know what is coming out and when.
IRS and state notice assistance
This package includes support with IRS or state notices related to returns we prepared. We review the notice, explain what it means, and help you draft or submit an appropriate response so the issue is handled quickly and correctly.
Advisor
Our most supportive tier, with deeper check ins, more access, and advisory time included each year.
Includes everything in Balanced, plus :
Advisory time included each year
Each year, this package includes dedicated advisory time you can use for one focused project from our advisory menu or for one or two shorter planning sessions on topics you choose. We handle the analysis, walk through options and next steps with you, and schedule this work in a dedicated window after April 30 so filing season can stay focused on getting your return filed.
Priority phone and email access for quick questions
As an Advisor client, your questions go to the front of the line. You can reach out by phone or email throughout the year for issues that can be handled without a full analysis or separate advisory project. We prioritize responses within one business day whenever possible, and if something is easier to talk through, we can hop on a quick call or schedule a same week time without starting a new engagement.
Coordination with your financial advisor
When appropriate, this package includes direct coordination with your financial advisor so tax and investment decisions stay aligned instead of working in separate silos.
Year-end strategic tax planning
This package builds on the Balanced tier by adding a year-end strategic review and updated fourth quarter payment so your plan reflects your most current taxable income picture.