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Tax Planning Packages Include the following:

  • 30min Quarterly Calls: to discuss any financial issues that could impact your taxes and to put a strategy together to minimize your tax liability.  

  • IRS Monitoring: we will monitor your IRS account to so we can be proactive in the event the IRS is sending you notices.  Being 1-step ahead of the IRS could save you penalties and fees.  

  • Paycheck Analysis: analysis that is typically done in July to examine your withholdings and other income to forecast your potential tax liability

  • W4 Guidance: Effective 2020 changes were made to the W4 and together we can complete it to provide the best tax liability solution for you

  • *Tax Preparation: filing of your personal 1040 and State return (if applicable)

  • Payment Plans available*$550 Deposit required upon onboarding



For individuals who are unmarried with no dependents.

**Rates start at $1,295


For individuals who are married/unmarried with or without dependents.

**Rates start at $1,695


For individuals who have rental property and/or invest in stocks and crypto.

**Rates start at $2,195

Wage Earners


If you made it this far you realize that tax planning is a great investment because you create the outcome you desire for your tax liability.  You may be tired and confused as to why you owe the IRS year after year and want to minimize it as much as possible.  Or perhaps you want to reduce your refund because you know you can have that extra money in your paycheck vs giving the IRS an “interest-free” loan.


Ready to start the process?

*CT state return is included at no additional charge.  Non-CT residents or multi state filing will be an additional $75 per state.  Every state has their own tax laws and research must be done to make sure you are getting all State level deductions/credits available to you.

**Not every client has the same tax situation there may be additional forms that have to be filed with your tax return.  These extra costs will be communicated with you before submission of the tax return

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