Does the monthly price include my tax return?+
Annual income-tax return preparation is separately priced in every tier. These memberships cover the reviews, form assistance, and defined support listed here. Existing work already included in your tax-preparation agreement is not charged again.
Are these monthly or annual memberships?+
Each plan has a 12-month service term, paid in 12 monthly installments: Essentials $29 per month, Plus $59 per month, or Premier $99 per month. Benefits run from your agreed enrollment date through your membership anniversary. Unused allowances expire at the end of that membership year.
Who does a personal membership cover?+
One individual or a married couple filing jointly, federal tax matters and one state, and up to two jobs or recurring pension sources. Planning uses complete information you provide. Additional states, separate tax households, and complex situations receive a separate quote.
How do the annual service allowances work?+
Essentials includes up to 2.5 total professional service hours, Plus 5 hours, and Premier 8 hours per membership year. Every listed count is a maximum within that allowance, including onboarding, preparation, calculations, meetings, written summaries, and substantive follow-up. Each tax review allows up to 45 minutes total, including a discussion of up to 20 minutes. Essentials also has one check-in of up to 20 minutes total. We explain and quote additional work before starting it. Routine status questions and corrections of our own work do not use your allowance.
Which plan includes estimated-tax calculations?+
Essentials includes one withholding review; separate estimated-tax calculations are quoted as additional work. Plus includes two combined tax reviews and Premier includes four, scheduled quarterly. Each combined review can address withholding and estimated payments from the same household projection. Four payment vouchers from one calculation are one review. Questions addressed in a review do not also use a separate brief-question allowance.
Can you help me complete a W-9?+
Yes. Essentials includes up to two preparations or material updates, Plus three, and Premier four. We use supported identity and existing tax-classification information, then return the form securely for your review and any required signature. You give it to the requester. Sending another copy of an unchanged form does not use another allowance. EIN applications, entity elections, and Forms 1099 are separate services.
What counts as a brief tax question?+
A defined personal tax question generally requiring no more than 10 minutes of professional work. Related clarification stays with the original request. A question that needs a new calculation, substantial research, or a separate project will be scoped with you before additional work begins.
Does one payment-plan project cover both the IRS and my state?+
One project covers one taxpayer and one agency, with one brief follow-up within its 60-minute allowance. An IRS application and a state application are separate projects. Government fees, taxes, penalties, and interest are additional. Agency approval is not guaranteed. Plus includes one project annually, Premier two; Essentials projects are separately quoted.
Can I ask about a retirement withdrawal before taking it?+
Yes. With Plus or Premier, choose a retirement-withdrawal tax estimate as a focused project. We compare up to two proposed withdrawal amounts from one account type for the same tax year, using your current information. Investment selection, account management, and executing the withdrawal are outside the membership. Essentials clients can request a separate project quote.
Which membership fits a business owner?+
For ongoing reviews of business profit, business estimated taxes, and owner tax planning tied to a business, explore Business Tax Care. Personal Tax Care does not include bookkeeping or entity-level business tax work. We review any existing engagement so you are not charged twice for the same calculation or service.
What happens after I request enrollment?+
Our office reviews your selected tier, needs, and deadlines, confirms the scope, and provides the written membership agreement and payment instructions. You review cancellation, refund, renewal, and any remaining-payment terms before accepting. Requesting enrollment does not enroll you or authorize a charge.
How quickly will I hear from you?+
Our target for every tier is an initial response within three business days. This means acknowledgment and next steps. We agree on a delivery date after reviewing the request and receiving complete records; it is not a promise of agency processing or approval within three days.
Is FAFSA assistance part of a paid membership?+
FAFSA preparation is not a paid membership benefit. Free FAFSA resources and referrals are available separately, without a membership purchase requirement.
