Individual Services
We are proud to announce the launch of TaxCounsel, a first-of-its-kind year-round tax service that is mainly designed to bring affordable tax planning and filing services to families and individuals to help them plan and take advantage of the federal and state tax codes and plan their finances in tax efficient ways.
What is it?
- A low-cost subscription package for families and individuals that provides year-round tax planning, guidance and filing services
- We forecast your taxes every month based on your financial data and recommend options to lower them through tactical and strategic planning
- Unlimited email support
- 30-minute consultations every quarter
- Federal and state filing
How Much?
- Monthly subscription fee of only $10 ($120 annually)*
- $10 discount for every new referral who becomes a member**
- No contract or other hidden fees
* Initial catch-up fee may apply depending on when subscription is started
** Max discount capped at $20 per year. Unused discount will be carried forward to future years. If membership is terminated, any unused discount will be forfeited.
How Will it Help me?
- Accessibility of tax planning services throughout the year
- Tailored guidance to manage and potentially reduce your taxes
- Always know what to expect so you can plan accordingly
Enroll Now
Still Have Questions? We are more than happy to answer them.