Concierge Service Package

Annual Investment: $8,500 / year

Designed for

Individuals who want complete confidence, clarity, and proactive control over their tax situation—without the stress.

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Our Philosophy

Most tax firms focus on compliance.

We focus on control, clarity, and confidence.

Taxes should never be a once-a-year surprise. When handled correctly, they become a predictable, manageable part of your financial life—one that informs better decisions all year long.

Our philosophy is simple:

Plan early. Monitor often. Decide with intention.

Concierge Package is built around proactive conversations, real-time awareness, and thoughtful strategy—so you always know where you stand and what to do next.

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A Different Kind of Tax Service

This is not traditional tax preparation.

Concierge Package is a concierge-level, year-round tax experience designed to remove uncertainty, eliminate lastminute stress, and ensure your tax situation is actively managed—not reacted to.

Instead of asking you to gather information once a year and hoping for the best, we guide the process from start to finish, providing insight and direction at every critical point.

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What You Get

• Proactive, year-round tax planning

• Clear quarterly tax projections and payment guidance

• Monitoring for IRS accuracy and compliance

• Personalized, white glove client experience

• Strategic discussions focused on minimizing total taxes paid

• A tax professional who already understands your full picture

How “the Experience” Works

Rather than overwhelming you with constant meetings or endless tasks, this package follows a structured, predictable rhythm throughout the year.

1. Strategic Planning Touchpoints

We meet at key moments during the year—midyear, fall, and yearend—to:

• Review income and financial activity

• Identify changes that impact taxes

• Adjust projections and payments as needed

• Discuss proactive tax saving opportunities

You’ll always know what your tax picture looks like before deadlines arrive.

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2. Ongoing Analysis Behind the Scenes

Between meetings, we handle the heavy lifting:

• Reviewing IRS transcripts

• Running projections and estimates

• Monitoring changes that may affect your tax outcome

This ensures every recommendation is grounded in accurate, uptodate information.

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3. Seamless Tax Season Execution

When tax season arrives, there is no scramble.

You receive a personalized organizer, upload documents securely, and we prepare and deliver:

• Your completed tax return

• Clear explanation of results

• Updated quarterly estimates for the year ahead

Most clients spend very little time on this step—we already know the story.

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Who This Is For

This service is ideal for individuals who:

• Have complex or growing income

• Value proactive planning over reactive filing

• Want clarity and certainty around taxes owed

• Prefer a trusted advisor to manage the details

If you want to be confident that your tax situation is always handled thoughtfully and intentionally, this is designed for you.

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Not for Everyone

This package is intentionally selective.

It is not a good fit if you:

• Are primarily price-shopping for tax preparation

• Only want help once per year at filing time

• Prefer to manage estimates and planning on your own

• Have a very simple tax situation with minimal variables

Concierge Package is designed for clients who value foresight, structure, and a long-term advisory relationship—not transactional tax filing.

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Why Clients Choose This Package
 

• No surprises – You know where your taxes are heading

• Better decisions – Tax impact is considered before actions are taken

• Minimal effort – We handle nearly everything

• Optimization – Designed to legally minimize total taxes paid

For many clients, the value extends far beyond the annual fee.

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The Purpose of This Package

The goal is not simply to file a tax return.

The goal is to deliver the best personal tax experience possible—one built on foresight, structure, and trust.

Investment - $8,500 per year

Includes all year-round tax planning, tax preparation services, quarterly tax estimates, IRS transcript monitoring, ongoing advisory support, and concierge-level client service described above.

No hourly billing. No surprise fees. Just clarity and confidence.

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Ready to Take Control of Your Taxes?

If you are looking for a proactive, high-touch tax planning experience—and want to eliminate uncertainty around taxes owed—we invite you to start a conversation.

This service is offered on a limited basis to ensure every client receives the highest level of attention.

Apply for a consultation to determine if Concierge Package is the right fit.

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Final Thought

Anyone can prepare a tax return.

Very few professionals provide year-round tax planning, proactive tax strategy, and a fully managed tax experience for individuals.

That’s the difference.

Let’s Work Together

Get in touch so we can start working together.