YEAR-ROUND TAX PLANS

 Tax planning shouldn't begin and end with tax season.

 Stay prepared throughout the year with ongoing tax guidance designed to help you make informed decisions, plan ahead, and avoid unwanted surprises at filing time.  

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TAX PLANS

Proactive year-round planning to help you make better tax decisions before tax season. 

TAX READY

$29

12-mo commitment • $299/yr • Save $49

Stay organized, prepared, and connected throughout the year.   Click Here for Annual Plan

  • 1 annual tax check-in
  • Email support Up to 5 tax questions per year
  • 1 withholding review per year
  • Year-round tax reminders
  • Tax document guidance
  • Annual Tax Ready checklist
  • Priority tax-season scheduling
  • Secure client portal access
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TAX PLANNING

$69

12-mo commitment • $699/yr • Save $129

Proactive year-round planning to help you make better tax decisions before tax season. 

https://square.link/u/AEIqyt5D  click here for annual payment

  • Everything in Tax Ready
  • Email support Up to 10 tax questions per year
  • Mid-year tax planning review
  • Year-end tax planning review
  • Withholding review & recommendations
  • Estimated-tax review when applicable
  • Planning for significant life changes
  • Personalized year-end action checklist
  • Priority tax-season scheduling
  • Quarterly tax planning meetings — up to 45 minutes”
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TAX ADVISORY

$129

12-mo commitment • $1,299/yr • Save $249

Strategic year-round guidance for with more complex tax situations. 

https://square.link/u/he3NCvzC Click Here for Annual Payment

  • Everything in Tax Planning
  • Email Support Up to 15 tax questions per year
  • Quarterly tax planning meetings
  • Quarterly estimated-tax reviews, when applicable
  • Withholding & income-change monitoring
  • Planning for major financial & life events
  • Tax projections based on client information
  • Personalized year-end strategy review
  • Annual tax-planning action plan
  • “Quarterly tax planning meetings — up to 45 minutes”
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IMPORTANT PLAN INFORMATION

All Year-Round Tax Plan clients receive priority scheduling.

Year-Round Tax Plans provide ongoing tax support and planning throughout the 12-month plan period. Tax return preparation and filing are not included and are billed separately.

Prior-year returns, amended returns, IRS or state representation, complex tax research, extensive document review, and services outside the selected plan may require a separate engagement and additional fee.

Monthly plans require a 12-month commitment. Annual plans are paid in full and include the savings shown above.

One-Time Consultation

One-Time Tax Advisory Consultation $125

 Have a specific tax question or situation that needs more than a quick answer? Schedule a one-on-one tax advisory consultation for up to 60 minutes to discuss your situation and receive guidance on your next steps. Say something interesting about your business here.

not included:

 Tax preparation, amended returns, tax projections, extensive research, document analysis, and IRS or state representation are not included and may require a separate engagement and fee. What's a product or service you'd like to show.

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YEAR-ROUND TAX SUPPORT

GET CAUGHT UP. STAY PREPARED. PLAN AHEAD.

TaxTime AnyTime offers year-round tax support for individuals who want more than once-a-year tax preparation. Our ongoing plans help you stay organized, plan ahead, address tax questions throughout the year, and avoid unwanted surprises at filing time. 

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