Bronze
$900/year

Coverage:

• Basic IRS 1040 and California 540 preparation (W-2 income, dividends, basic Schedule C/E/F with reconciled books, standard deductions or simple itemized deductions)

• Basic tax planning (withholding and estimated payments review)

• Includes e-filing and one 30-minute consultation
  
  Best for: Individuals or sole proprietors with simple tax situations (e.g., single W-2 income, basic Schedule C, or minimal dividends).
  
  When to Move to Silver:

• You have multiple income sources requiring additional schedules (e.g., multiple Schedule C’s or rental income up to 2 properties).

• You need moderate tax planning, such as optimizing deductions, credits, or retirement contributions.

• You require two consultations per year for additional guidance.

Silver

$1,100/year

Coverage:

• IRS 1040 preparation with additional schedules (e.g., multiple Schedule C’s, rental income up to 2 properties)

• Moderate tax planning (deductions, credits, retirement contributions)

• Includes e-filing, state return, and two 30-minute consultations
  
  Best for: Small business owners or sole proprietors with moderately complex taxes (e.g., freelancers with multiple clients or rental property owners).

• 
  When to Move to Gold:

• Your tax situation involves complex schedules (e.g., Schedule D, multi-state filings, or multiple business ventures).

• You need comprehensive tax planning, such as year-round strategies, investment planning, or high-net-worth tax optimization.

• You require unlimited consultations or IRS/state audit support.

Gold

$1,750/year

Coverage:

• Complex IRS 1040 with multiple schedules (Schedule C, Schedule D, multi-state filings)

• Comprehensive tax planning (year-round planning, investment strategies, high-net-worth strategies)

• Includes e-filing, state returns, unlimited consultations, and IRS/state audit support
  
  Best for: High-income individuals, complex small businesses, or sole proprietors with multi-state operations or significant investments.