The individual/family basic package includes
- 4, 30-minute consults per year that can be used for a variety of accounting topics, including tax planning, Quickbooks questions, cost mitigation strategies, and more.
- Formal examination of their estate plan.
- 10 financial document examinations per year. Additional documents are $85 each.
- Low cost tax preparation/filing
- 3.5 hours of IRS audit support. The next 5 hours are billed at $50/hour. Any hours past that are billed at the CPA’s standard rate.