Concierge Tax Program

We are pleased to offer a premium service to our clients whose tax and financial needs require more frequent attention throughout the year.

Our Concierge Tax Program is designed to help you be proactive in your tax and financial planning strategies. The Program offers you additional meetings to discuss your tax, wealth, and financial management on an ongoing basis.

In addition to your annual tax return prep, we also include a menu of additional services in the Concierge Program to comprehensively address your needs. Whether you receive an IRS tax notice, have questions about a family inheritance, or sell stock for a significant capital gain, we’re here to help you.

Please see below for an overview of services included in the Concierge Tax Program:

Proactive Meetings to Strategize

• Annual tax preparation meeting
• Mid-year or year-end tax projection meeting
• Intro meeting with financial planner
• Intro meeting with estate/trust planner
• Meeting with mortgage broker

Proficient Preparations for Accuracy:

• Personal tax return, including an extension and amended return if needed
• Customized Tax Planner Report
• Estimated tax payment vouchers with revisions throughout the year if needed
• Mortgage refinance letters
• P&L required by banks for refinancing

Support Services to assist you:

• IRS or State tax notice resolution (excluding IRS or state audits)
• Electronic payment of US and State estimated tax payments
• Tax research as needed
• Priority Help Desk responses
• Federal and State Powers of Attorney on file for quick resolution of IRS and state discrepancies