I’m interested in tax services, what’s included in each package?

Premium - Best for Members who have simple taxes. Range services will include a review of your previous year’s tax return, including general recommendations on what you might adjust going forward to gain some additional tax benefits. The team can also answer general tax-related questions. This does not include any specific numerical projections (i.e. how much will I save?) or forward-looking tax modeling.

Platinum - Your tailored solution for comprehensive tax needs. This extensive offering includes a thorough historical analysis of past returns, precise withholding projections, forward-looking income and equity event planning, advanced tax scenario modeling, and actionable tax-saving recommendations. With Platinum Tax Service, you're simplifying complex tax situations and securing your financial future. Plus, enjoy the peace of mind that comes with our seamless and precise tax filing service, ensuring you confidently meet your tax obligations.

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