Personal Tax Packages

The tax code was not designed to be simple and for an individual, there may be nothing more daunting than trying to understand how your financial actions are affected by the tax code. We believe that part of a well-balanced personal financial strategy is having the right team to help you understand how to minimize your tax burden. Making strategic decisions based on their tax implications is a strategy that is well-known to the wealthy. Our tax solutions are designed to help you make the best choices when it comes to preparing and planning for your taxes.

Patriot

$499/month
  • Provides access to:
  • Advisor
  • Agent

  • Services:
  • Tax
  • -Tax Education
  • -Tax Mitigation
  • -Tax Planning
  • -Tax Preparation
  • (Up to 2 Hours Total)
  • A $675 Value!

Tax Preparation

_____/one time
  • Provides access to:
  • Advisor
  • Agent

  • Services:
  • Tax
  • -Tax Preparation

Personal Patriot

The Personal Patriot service level is designed for the person who wants more in-depth assistance on his or her tax related matters. This service provides up to 3 hours per month of time for you to consult with our experts regarding tax education, tax mitigation, tax planning, and tax preparation. This service is ideal for someone who needs complex consulting or asisstance with personal tax related matters.

Personal Tax Preparation

The Personal Tax Preparation service level is designed for the person who wants access to general assistance on his or her tax preparation related matters. This service provides the time required to assist you with preparing your tax return. This service is ideal for someone who needs general asisstance with tax preparation.

Request more information about personal taxes help

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