top of page
amberw-48.jpg

Tax Planning Made Easy

Helping you plan throughout the year so you won't have to panic each time every year

WHICH TYPE OF PLANNING SERVICES DO YOU NEED?

Image by Annie Spratt

Small Business Packages

Anchor 1

PACKAGE 1

Ask “The Tax Lady” – Basic

$1,350

PACKAGE 2

Ask “The Tax Lady” – Intermediate

$1,650

30min Quarterly Calls 

Know your Numbers: 

Paycheck analysis – additional fee $75 for spouse

W4 Guidance – additional fee $75 for spouse 

  

Audit Protection 

Tax Preparation 

1hr  Quarterly Calls 

Know your Numbers: 

Paycheck analysis – additional fee $75 for spouse

W4 Guidance – additional fee $75 for spouse 

  

Audit Protection 

Tax Preparation 

Small Business Strategy Session

IRS Monitoring 

All Small Business Tax Planning services require a NON-REFUNDABLE 30% deposit but will be credited towards Tax Planning Package fee.

Smiling Woman

Individual Packages

Anchor 2

PACKAGE 1

Ask “The Tax Lady” – Basic

$1,050

PACKAGE 2

Ask “The Tax Lady” – Intermediate

$1,250

30min Quarterly Calls 

Paycheck analysis – additional fee $75 for spouse

W4 Guidance – additional fee $75 for spouse 

  

Audit Protection 

Tax Preparation 

1hr  Quarterly Calls 

Paycheck analysis – additional fee $75 for spouse

W4 Guidance – additional fee $75 for spouse 

  

Audit Protection 

Tax Preparation 

IRS Monitoring 

All Small Individual Tax Planning services require a NON-REFUNDABLE 30% deposit but will be credited towards Tax Planning Package fee.

bottom of page