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

Premium - Best for those who have simple tax situations. The team will answer general tax-related questions, but will not file your taxes or do a deep dive. This does not include any specific numerical projections (i.e. how much will I save?) or forward-looking tax modeling.

Platinum - A good solution for more complex tax situations. 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. (up to 3 states, up to 5 K1's, includes FBAR).

Titanium - This is the Cadillac of tax services, for those who have seriously complicated taxes. With Titanium you receive everything in Platinum, but the team will handle over 3 states, as many K1's as you have, FACTA (or other International reporting forms) and up to three previous years of tax filing reviews.

Range does not file taxes or business taxes at this time.

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