Monthly subscription packages include:
Quarter 3 Reviews (Q3 Review)
We look at where you are year-to-date. Discuss tax planning options to reduce your tax bill and make sure you are adequately budgeting for your tax liability. Our goals is no surprises.
Before the year closes out, let’s make sure you are still on track and we can take action before the end of the year if needed.
Estimated Payment Reminders
Let us help calculate and remind you when estimated tax payments need to be submitted each quarter.
Access for Questions
Call us with questions without getting an invoice.
If you receive a letter from a taxing authority, we will help you respond to it.