How We Price Our Individual Services
Starting in 2024 we introduced the four packages listed below. Each package is designed for a specific type of tax profile. In each package we offer three different support levels which provide successively more support and features. Take a look at each and see which package is most appropriate for your situation. Once you have narrowed down the package, take a moment to review the differences between the services in the package and how each interacts with the three different support levels. For a video explaining how these packages work click here.
Starter Package
This package is well-suited for young adults starting out on their own or those who have, for the most part, a simple return. This is generally thought of as an entry level package, however, it is equally suitable for those seeking long-term membership.
A good example would be a joint return with two kids in which the parents are both employed and receive Forms W-2 reporting wages earned. This situation also allows for itemized deduction reporting, child tax credits, and a few other standard items of reporting that can vary between clients.
Click the right arrow to learn more about the three service levels that make up the Starter Package.
Starter Package (Support Level One)
This is the entry level for our Starter Package. At this level you will benefit from:
- A convenient and well-organized process
- A highly quality and audit resistant income tax return prepared by a very reputable firm
- Year-round availability if a need should arise
- Up to two tax-related questions per year
- PDF copies of your tax return
- Select add-on services that you can take advantage of if the need should arise
Starts at $470/year
Starter Package (Support Level Two)
This level builds upon the benefits offered at the prior support level. At this level you will have:
- Everything that is included in Level One
Plus
- Access to our piece-of-mind audit defense and support services in the event your tax return is selected for a federal or state audit
- Greater access to us with up to three tax-related questions per year
- A bound paper copy of your return
- A recorded video in which we walk you through the highlights of your return
Starts at $595/year
Starter Package (Support Level Three)
This level further expands on the previous support levels. At this level you have:
- Everything that is included in Levels One and Two
Plus
- Priority service
- Return preparation scheduling
- Piece-of-mind audit defense and support services at no additional cost
- Unrestricted access to us for tax-related questions
- A PDF copy of your source documents
Starts at $950/year
Standard Package
This package expands on the offerings of our Starter Package. It is well-suited for mature adults who maintain regular employment, possess investments in traditional securities, and may have diversified with a few alternative investment ventures.
A good example would be a joint return with two kids in which the parents are both employed and receive Forms W-2 reporting wages earned. They also have a couple of brokerage accounts reporting gains, losses, dividends, and interest. They may also have a rental property and/or be a member of a partnership. This situation also allows for itemized deduction reporting, common tax credits, and a few other standard items of reporting that can vary between clients.
Click the right arrow to learn more about the three service levels that make up the Standard Package.
Standard Package (Support Level One)
This is the entry level for Standard Package. At this level you will benefit from:
- A convenient and well-organized process
- A highly quality and audit resistant income tax return prepared by a very reputable firm
- Year-round availability if a need should arise
- Up to two tax-related questions per year
- PDF copies of your tax return
- A variety of add-on services that you can take advantage of if the need should arise
Starts at $905/year
Standard Package (Support Level Two)
This level builds upon the benefits offered at the prior support level. At this level you will have:
- Everything that is included in Level One
Plus
- Discounts on many of the add-on services that are available
- Access to our piece-of-mind audit defense and support services in the event your tax return is selected for a federal or state audit
- Access to forward-looking tax projections and comparative analysis to help minimize tax exposure
- Greater access to us with up to three tax-related questions per year
- A bound paper copy of your return
- A PDF copy of your primary source documents
- A recorded video in which we walk you through the highlights of your return
- A live review of your completed tax return
Starts at $1,120/year
Standard Package (Support Level Three)
This level further expands on the previous support levels. At this level you have:
- Everything that is included in Levels One and Two
Plus
- Priority service
- Return preparation scheduling
- Up to two state tax return filings in addition to your home state
- Piece-of-mind audit defense and support services at no additional cost
- Unrestricted consulting support with no topic restrictions or running timer
- Forward-looking tax projections and comparative analysis to help minimize tax exposure at no additional cost
- Collaborative meetings between us and your bankers, financial advisors, attorneys or other professional service providers at no additional cost
Starts at $330/month
Standard+ Package
Expanding upon the services offered in the Starter and Standard Packages, this package is designed for individuals who have departed from traditional financial models, seeking different approaches to securing financial well-being for themselves and their families. These individuals often require more advanced services and substantial advisory support to navigate the intricacies of making complex decisions. Specifically tailored for those involved in non-traditional investments or entrepreneurial pursuits, this package is an ideal fit for individuals actively managing a wide spectrum of diverse activities.
A good example would be a joint return with two kids in which one spouse is employed and receives Form W-2 reporting their wages earned. The other spouse may be involved in flipping real estate, developing land, holding rental properties, partnership activities with others, self-employment, etc. They may also have tax reporting requirements in multiple states and have brokerage accounts reporting traditional investments. This situation also allows for itemized deduction reporting, individual and general business tax credits, and a few other standard items of reporting that can vary between clients.
2025 Standard+ Package Pricing
Click the right arrow to learn more about the three service levels that make up the Standard+ Package.
Standard+ Package (Support Level One)
This is the entry level for Standard+ Package. At this level you will benefit from:
- A convenient and well-organized process
- A highly quality and audit resistant income tax return prepared by a very reputable firm
- Year-round availability if a need should arise
- Up to two tax-related questions per year
- PDF copies of your tax return
- A variety of add-on services that you can take advantage of if the need should arise
Starts at $1,460/year
Standard+ Package (Support Level Two)
This level builds upon the benefits offered at the prior support level. At this level you will have:
- Everything that is included in Level One
Plus
- Discounts on many of the add-on services that are available
- Access to our piece-of-mind audit defense and support services in the event your tax return is selected for a federal or state audit
- Access to forward-looking tax projections and comparative analysis to help minimize tax exposure
- Greater access to us with up to three tax-related questions per year
- A bound paper copy of your return
- A PDF copy of your primary source documents
- A recorded video in which we walk you through the highlights of your return
- A live review of your completed tax return
Starts at $1,835/year
Standard+ Package (Support Level Three)
This level further expands on the previous support levels. At this level you have:
- Everything that is included in Levels One and Two
Plus
- Priority service
- Return preparation scheduling
- Up to two state tax return filings in addition to your home state
- Piece-of-mind audit defense and support services at no additional cost
- Unrestricted consulting support with no topic restrictions or running timer
- Forward-looking tax projections and comparative analysis to help minimize tax exposure at no additional cost
- Collaborative meetings between us and your bankers, financial advisors, attorneys or other professional service providers at no additional cost
- A compiled personal financial statement at no additional cost
Starts at $830/month
Elite Package
This package is our most comprehensive package. It is best suited for trailblazers who demand a lot from themselves, and who fully anticipate harvesting the rewards of astute decision-making and hard work. Tailored for individuals with diverse and ambitious pursuits, this package places a strong emphasis on advisory support, recognizing the importance of navigating complex topics such as estate planning, tax minimization, and business continuity.
A good example would be a joint return with two kids in which one spouse is employed and receives Form W-2 reporting their wages earned and works as a corporate board member on the side. The other spouse may be fully engaged in managing a successful business, flipping real estate, managing commercial real estate holdings, diverse partnership activities with others, and any number of other activities. Often, they are engaged in more than one of these varied activities simultaneously. They typically receive several complex Schedules K-1 from partnerships or S-corporations of which they are members. They may also have tax reporting requirements in multiple states, require disclosure of foreign activities, and have multiple brokerage accounts reporting traditional investments. This situation also allows for itemized deduction reporting, individual and general business tax credits, and a few other standard items of reporting that can vary between clients.
Click the right arrow to learn more about the three service levels that make up the Elite Package.
Elite Package (Support Level One)
This is the entry level for Elite Package. At this level you will benefit from:
- A convenient and well-organized process
- A highly quality and audit resistant income tax return prepared by a very reputable firm
- Year-round availability if a need should arise
- Up to two tax-related questions per year
- PDF copies of your tax return
- A variety of add-on services that you can take advantage of if the need should arise
Starts at $4,820/year
Elite Package (Support Level Two)
This level builds upon the benefits offered at the prior support level. At this level you will have:
- Everything that is included in Level One
Plus
- Discounts on many of the add-on services that are available
- Access to our piece-of-mind audit defense and support services in the event your tax return is selected for a federal or state audit
- Access to forward-looking tax projections and comparative analysis to help minimize tax exposure
- Greater access to us with up to three tax-related questions per year
- A bound paper copy of your return
- A PDF copy of your primary source documents
- A recorded video in which we walk you through the highlights of your return
- A live review of your completed tax return
Starts at $5,330/year
Elite Package (Support Level Three)
- This level further expands on the previous support levels. At this level you have:
Everything that is included in Levels One and Two
Plus
- Priority service
- Return preparation scheduling
- Up to four state tax return filings in addition to your home state
- Piece-of-mind audit defense and support services at no additional cost
- Unrestricted consulting support with no topic restrictions or running timer
- Forward-looking tax projections and comparative analysis to help minimize tax exposure at no additional cost
- Collaborative meetings between us and your bankers, financial advisors, attorneys or other professional service providers at no additional cost
- A compiled personal financial statement at no additional cost
Starts at $1,430/month
For each of the above packages we have included the following features:
- Top quality tax preparation service.
- Year-round support availability.
- Free cancelation at any time.
- Flexibility to move between packages and service levels at any time for a prorated price.
- Access to our valuable monthly newsletter.
- Access to a secure online client portal.
Please note: While each plan establishes guide rails that we want to follow, we know that everyone is a little different. If your needs don't quite fit into any one plan let us know and we'll do what we can to accommodate.
Important Notes:
- Income tax return pricing reflects only standard Form 1040 series returns. Returns reporting complex exchanges, Section 1031 exchanges, change of accounting methods, liquidation events, advanced or numerous foreign disclosures, complex and/or numerous activities passed through a Sch. K-1, complex election statements or related calculations, business restructurings or other non-standard reporting events are subject to appropriate pricing adjustments.
- Audit defense and support is priced on a per instance basis. If you are subjected to more than one audit, a separate agreement will be required.
- In general, no service offering includes pricing for generating information needed for a tax return. It is the client's responsibility to provide the requested information and it is our responsibility to properly report that information on the returns.
- While we work very hard to ensure that all our clints are well cared for, priority service is only provided to our Support Level Three subscribers. Elite Package members are always granted top priority followed by Standard+ and so on.
- Services not specifically listed are not included in the pricing and are subject to a separate agreement.
- All packages are subject to changes in service offerings and pricing with three months prior notice.
- We reserve the right to qualify or disqualify a client from a particular package or any package.
CONTACT US TODAY TO SCHEDULE A COMPLIMENTARY CONSULTATION
jared@jaredgjohnsoncpa.com | (336) 790-5245