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Individual Tax Return with Schedule A (Platinum)

Full service offering with all of the Gold and Silver services along with access to expert resources for:

24 hr response to all tax questions
Electronic portal for secure collection and delivery
Electronic filing and confirmations
Notice response
Installment Agreement Preparation
Penalty Abatement Request
Financial Advisory Meeting (1 hr)
Tax Planning Meeting (1 hr)


Business Annual Filing (State Personal Property Return)
State Tax Return (per each additional state)
Individual Tax Return with Schedule A (Platinum)
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All prices are exclusive of tax

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