Cuthbert brain - Lightening the Load

Individual - Build your tax package

	Essentials	Advanced	Self-Employed	Legacy (Advisory)
1040 Tax Return Prep	X	X	X	X*
Tax liability projection & estimate		X	X	X
1120-S prep			X
1120-S Set-up			X
Tax Planning Meeting		X*	X	X
Tax Advisory				X
Price	$700	$1,200	$1,800	$1,500+

Build your business service package

	Essentials	Premium	Legacy
Tax	x	x	x
Accounting	x	x	x
Payroll	x	x	x
Tax Planning		x	x
Quarterly Meetings		x	x
Advanced payroll		x	x
Advanced Accounting		x	x
Advanced tax compliance		x	x
Fractional CFO			x
Advanced accounting systems			x
Custom advisory solutions			x
Price	$4,000 – 6,000	$6,000 – 12,000	$12,000+

Essential Package - Simplicity Meets Efficiency

Ideal For: Clients with W2 income and minimal complications. Some Schedule C businesses and Schedule E landlords may qualify.

1. - - Price: $450/year
    - Services Included:
    - 30-minute Tax Planning Session (August – October)
    - 30-minute Tax Review Session (March – April)
    - Special Offer: EPG clients inquire for special offers.

Advanced Package - Comprehensive Tax Solutions

Ideal For: Clients with rental properties, real estate services, or Schedule C businesses. Perfect for those needing more detailed tax advice and multiple income sources management.

1. - - Price: $1,000/year
    - Services Included:
    - All Essential Package services
    - 30-minute Data Gathering Session (February)
    - Two additional Tax Consulting Services sessions
    - Special Offer: EPG clients inquire for special offers.