Tax Planning Services for The Savvy Tax Planner

BASIC

• Onboarding

• Basic Tax Preparation

• Household Budget

• Financial Planning .

• Facebook Group

• (2) Free 1-on-1 30 minute Consultations

• Ongoing Email Connections & Communication

ESSENTIALS

• Onboarding

• Premium Tax Preparation

• Household Budget

• Family Financial Planning & Management

• Payroll Basic Package

• Audit-Protection Planning

• Facebook Group

• Facebook Group Activities & Challenges

• (1) Free 1-on-1 30 minute Trimester Consultations

• Ongoing Email Connections & Communication

PREMIUM

• Onboarding

• Premium Tax Preparation

• Household Budget

• Family Financial Planning & Management

• Small Business Entity Formation

• Bookkeeping Services

• Quarterly Financial Reporting & Analysis

• Payroll Premium Package

• Backward-Engineering Wealth Creation Planning

• Audit-Protection Planning

• Facebook Group Activities, Group Coaching & Challenges

• (1) Free 1-on-1 30 minute Quarterly Consultations

• Ongoing Email Connections & Communication

PLATINUM

• Onboarding

• Premium Tax Preparation

• Household Budget

• Family Financial Planning & Management

• Small & Corporate Business Entity Formation

• Premiere Bookkeeping Services

• Monthly Financial Reporting & Analysis

• Payroll Premium Package

• Estate Planning

• Retirement Planning

• Financial Goal Evaluation

• Backward-Engineering Wealth Creation Planning

• Audit-Protection Planning

• Facebook Group Activities, Core-Teaching, Group Coaching & Challenges

• (1) Free 1-on-1 60 minute Monthly Consultations

• Ongoing Email Connections & Communication