Choose the Right Plan for Your Needs

✔ Standard Plan – Essential Protection

The Standard Plan is designed for individuals and small businesses looking for foundational tax support. It includes:

• Basic IRS Representation – Assistance with responding to IRS notices and minor issues.
• General Consultation – Access to tax professionals for guidance on routine tax matters.
• Tax Return Filing for Active Years – We manage and file your tax returns while we are actively working with you.
• Basic Resolution Services – Help with minor tax concerns and compliance.

This plan is ideal for those with straightforward tax situations who want basic protection and ongoing tax guidance.

✔ Premium Plan – Advanced Tax Support

The Premium Plan is designed for individuals and small business owners with more complex tax needs. It includes everything in the Standard Plan, plus:

• Expanded IRS Representation – Support for audits and inquiries beyond basic notice responses.
• Advanced Consultation – In-depth tax planning discussions tailored to your situation.
• Ongoing Tax Return Handling – We manage and file your tax returns for up to three years after our active work with you concludes.
• Moderate Resolution Services – Assistance with resolving more complex tax matters and compliance challenges.

This plan is ideal for business owners, investors, and those with multiple income sources who want proactive tax management.

✔ Professional Plan – Full-Service Tax Protection

The Professional Plan is our most comprehensive level of service, designed for individuals and businesses with high-stakes tax situations. It includes everything in the Premium Plan, plus:

• Full Audit Representation – Comprehensive defense in case of an audit or major IRS dispute.
• Expert Consultation – Dedicated tax advisor providing personalized guidance.
• Unlimited Tax Return Handling – We continue to manage and file your tax returns until you choose to cancel the service.
• Comprehensive Resolution Services – Full-scale resolution assistance for complex tax issues, including legal tax protection.

This plan is ideal for business owners, high-net-worth individuals, and those with complex tax obligations who need full IRS defense and high-level tax strategy.

✔ Protect Your Financial Future Today

No matter your tax situation, our Tax Protection Plans ensure you have the right level of support to handle IRS matters efficiently and minimize stress. Don’t wait until tax problems arise—take control of your financial future today.

Book an appointment with us to discuss which plan is right for you!