Members of AICPA and ASCPA; recipient of numerous awards for preferred local CPA firm
Different clients have different needs and preferences. Some just want basic compliance services, while others want a comprehensive relationship with their CPA. For that reason, we offer packages to allow you to select the services you want.
If you need or want any services not specifically included in your selection, then these will be billed separately.
These are the general features common across all service packages. For more details on specific packages, such as the Tax Prep Package, or the Bookkeeping Package, or others, please contact us for a detailed list!
Bronze Packages General Features | Silver Packages General Features | Gold Packages General Features | |
Electronic Filing | included | included | included |
Online Portal | included | included | included |
Support | year-round support included | Year-round support and planning guidance included | Year-round support (for planning, advice, and review) included |
Response Time | Standard response time | Faster response time | Fastest response time |
CPA Communication | Portal messaging Telephone and face-to-face meetings by appointment | Portal messaging Telephone and face-to-face meetings by appointment | Portal messaging Telephone and face-to-face meetings (appointment preferred but not required) Direct Line to CPA of your choice |
Tax Notices below audit level (IRS and State) | We will review and advise on how you should handle these. | CPA will review, advise, and respond in writing. | CPA will review, advise, and respond via writing or telephone as appropriate (including calling and waiting on hold). |
