Our Holistic Package is the ultimate package for anyone with complex financial needs. This package includes everything in our Advanced package and adds long-term tax strategizing and intensive collaboration with financial advisor to integrate tax planning into financial planning.

• Tax Preparation Services

• Estimated Quarterly Tax Payments

• Year End Planning

• IRS Notice Correspondence

• Tax Projections

• financial advising meetings

• Long-term tax strategizing

• intensive collaboration with Financial advisor to integrate tax planning into financial planning