The individual/family plus package includes
- 5, 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.
- 15 financial document examinations per year. Additional documents are $85 each.
- Tax preparation billed $50/hour for the first 4 hours of tax prep. Please note that tax preparation begins when the CPA begins entering data onto forms with the intent to file them with the IRS. Excess hours are billed at the CPA’s standard rate.
- IRS audit support. The first 5 hours are included with the plan. The next 5 hours are billed at $50/hour. Any hours past that are billed at the CPA’s standard rate.