You are unique and so are your tax needs! To fit your unique needs, we offer three different packages so you can select the tax solution that makes the most sense for you.
Plans
For new clients, we will provide a custom quote for each of the three service packages. Basic packages start at $1,000 for individuals and $2,000 for businesses.
Want to work with us but have just a W-2? Ask us about our W-2 only special!
Basic
✓ Tax Preparation
✓ Tax Planning
✓ Safe Harbor Estimate
Essentials
✓ Tax Preparation
✓ Tax Planning
✓ Mid-Year Projection
Professional
✓ Tax Preparation
✓ Tax Planning (includes sale or purchase of business)
✓ Quarterly Projections for estimated payments
Regardless of which package you select, each package includes:
- Tax Preparation
- Tax Planning (except sale or purchase of a business)
- Response to IRS Notices on tax returns prepared by us
- Contact with your CPA – You don’t have to upgrade packages just to ask us questions!
Shepherd Peak Tax Solutions, PLLC 