Tax Strategy & Thriving Finances
YEAR-ROUND
Tax Advisory Packages
Tax Essentials
$210/mo
Get ready for an annual tax advisory meeting that'll have you feeling
like a financial superstar!
We'll handle your state and federal returns like the pros we are, and we
won't stop there. After the magic is done, we'll have a return review
meeting to make sure everything's on point.
- Annual Tax Advisory Meeting
- Return Preparation & E-File
- Review Meeting
- Tax Planning Resources
Tax Pro Plus
$750/mo
Tax Pro Plus is tailor-made for dynamic small business owners and those
who crave consistent, year-round tax mastery. We're all about keeping
you ahead of the tax game with quarterly meetings.
Together, we'll dive into changes and find every opportunity to maximize
your returns, ensuring you're on top of your financial game, all year
long!
- Includes All Essentials Features
- Quarterly Tax Advisory Meetings
- Business Entity Review
Tax Elite
$1500/mo
The Tax Elite package is your ticket to elite tax mastery! It's designed
for forward-thinkers who want it all when it comes to tax strategy.
You're getting more than just advice; you're getting a financial
transformation.
Our monthly meetings are your chance to dive deep into cutting-edge
strategies and tax optimization. We're here to guide you through every
financial twist and turn, so you can not only ace tax season but also
build lasting wealth.
- Includes all Essentials & Pro Plus Features
- Monthly Tax Advisory Meetings
- Comprehensive Account Review
- Priority Email & Phone Support
All Prism Tax Packages are billed Monthly.
Tax Preparation Services
Individual
Starting at $200
- State & Federal Returns
- E-Filing
- Pay By Refund Option
Business
Starting at $750
- 1120
- 1120S
- 1065
- K-1 Preparation
Other Taxes
Rates Vary
- Sales Tax Preparation
- Excise Tax Preparation
- Litter Tax Preparation
- Prior Year Tax Preparation