Tax Suite Packages
Elite
(Custom Quoted) Starts At:
Tax Strategies / Projections Monthly
Annual Federal/State Income Tax Returns
24-7 Cloud Access to Gather, Organizer, Sign and Store Tax Docs
Video and Screencast Communication
Prioritized Communication and Support
IRS Transcript Monitoring & Annual IRS Report
IRS Notice Response (Up to 3 Per Year)
Planning Meetings with Your Financial and Estate Team
IRS Audit Representation (Up to 10 Hours Per Year)
Prepay Discount (5%)
Each package has a one-time onboarding fee. Pricing Varies.
Pro
(Custom Quoted) Starts At:
Tax Strategies / Projections Quarterly
Annual Federal/State Income Tax Returns
24-7 Cloud Access to Gather, Organizer, Sign and Store Tax Docs
Video and Screencast Communication
Prioritized Communication and Support
IRS Transcript Monitoring & Annual IRS Report
IRS Notice Response (Up to 3 Per Year)
Planning Meetings with Your Financial and Estate Team
IRS Audit Representation (Up to 10 Hours Per Year)
Prepay Discount (5%)
Each package has a one-time onboarding fee. Pricing Varies.
Basic
(Custom Quoted) Starts At:
Tax Strategies / Projections Annually
Annual Federal/State Income Tax Returns
24-7 Cloud Access to Gather, Organizer, Sign and Store Tax Docs
Video and Screencast Communication
Prioritized Communication and Support
IRS Transcript Monitoring & Annual IRS Report
IRS Notice Response (Up to 3 Per Year)
Planning Meetings with Your Financial and Estate Team
IRS Audit Representation (Up to 10 Hours Per Year)
Prepay Discount (5%)
Each package has a one-time onboarding fee. Pricing Varies.
Additional Add-On Services
In addition to our packages above we also have several additionals services that you can add on based on your individual needs. Pricing varies and these services are billed as a seperate flat fee.
+ Bookkeeping
+ Payroll Services
Start Your Tax Relief Journey with Bob Jablonsky, EA and CTRS
Follow the prompts below to schedule a free case evaluation! During the evaluation we'll discuss your specific situation and create an action plan to end your tax problem!