Levels of Service

Tier 1 is a level of service for our clients who feel they just need the basics of tax preparation once annually and not much else. All documents we prepare will be available on our Portal, accessible via web browser, our website, or the Taxperts app, which you can have right on your phone! If during the year, a Tier 1 client decides they need a higher level of service, they can always upgrade or pay for al la carte services. This is an option for any of our clients, who again, are looking for the basics of tax preparation service.

TIER 2

Tier 2 is a level of service for our clients who are looking for an all inclusive service, available during tax preparation AND any time during the year. This level of service is for anyone who is looking for peace of mind when it comes to the IRS, any one is looking to proactively plan their finances and reduce their tax burden, strategize and have questions answered, anyone looking to make life changes, or anyone who wants to have their own trusted advisor available when needed.   

With Tier 2, our clients will have peace of mind. We’ll take care of any IRS letters you might receive and represent you during an audit should you be selected for one. 

We will answer all of your questions during your tax appointment or during pick up of your return.

With tier 2, you’ll also have access to myself or other preparers during the year. I have an extensive tax and business background, so I’m happy to assist with answering questions or strategizing with you. Our knowledge extends much further than tax and flows into business, real estate, estate planning, asset protection, and investing. Any questions that arise, we’re here to help. 

You will have access to our Portal, which allows you to upload any of your tax documents and download copies of your completed tax returns, which will be organized by year. You are also able to message us directly through the Portal, making it simple to reach out to us when you have any questions. Our Portal is accessible through a web browser, our website, or the Taxperts app that you can download right to your phone.   

We’re also here to support you through any life changes – if you’re making a big shift in life – retiring, changing jobs, having a baby, buying a home, if you’ve lost a spouse, if you’re getting married, being promoted, or taking out a large sum of money from a retirement account, we will calculate your tax liability so you won’t be surprised or penalized the following tax year from the change that’s occurred. We’ll answer any questions you have about the life change and how it will affect your taxes. If you need assistance filling out a form, such as a W4 or W9, we’ll assist with that, as well. 

Lastly, we’re offering a bonus of an additional tax appointment in the Fall to our Tier 2 clients to go over all that’s happened throughout the year and see if any adjustments should be made before year end to reduce any tax liability and make any necessary changes before it’s too late. During this appointment, we’ll offer strategies for reducing your liability and meeting any financial goals you might have.

You can’t go wrong with this level of service! The additional investment of $400 for Tier 2’s level of service has an invaluable price tag. We’re in your back pocket throughout the year and you’ll have peace of mind knowing we’re available no matter when and what they need.