We Recommend…
The Advisory Package
The core tax services you need for peace of mind and ongoing support throughout the year.
Tax Savvy Advisors knows…
There’s more to life than taxes.
Sure, paying your taxes is part of the gig.
But running your own business is so much more than “just” earning a paycheck and making sure your quarterly estimates are done.
You’re chasing success because you want to create a remarkable life for yourself and your family.
Working hard today means getting you one step closer to your vision of the future…whatever that looks like for you.
TSA doesn’t view managing your taxes as a list of boxes to be checked and papers to be filed.
Jessica keeps your ultimate goals in mind when creating a custom tax strategy so that you’re positioned to create the life you really want.
What We Offer
The Advisory Package
Phone and Chat Support
Twice per Year Check-ins
Tax Preparation
Tax Deadline Reminders
Tax Notice Monitoring
Secure Client Portal
Exclusive Client Resources
Optional: Advanced Strategy Add-On
Investment
Starting at:
$1,950
A portion of our fees may be tax deductible
*90 day commitment required
Package Details
Phone and Chat Support
Our team is available to support you at tax time and beyond so you can get your tax questions answered without the worry of a surprise bill. You’ll have access to our secure chat right from your smartphone, ensuring you can get instant responses to your questions. For more personalized assistance, you can also schedule phone calls via our custom calendar link. To ensure quality service, phone call bookings are limited to a manageable number per user. We’re committed to offering you prompt and efficient support every step of the way.
Twice per Year Check-ins
Twice a year, we’ll meet for a 50-minute session to review your tax outlook, address potential liabilities, and ensure you’re making the most of available opportunities. These proactive reviews help you stay on track and avoid year-end surprises.
Tax Preparation
Our team is committed to keeping up with the latest changes to tax laws. Rest assured your personal income tax return will be prepared accurately.
Tax Deadline Reminders
End the hassle of remembering all of your tax compliance due dates. Our team will send email reminders of your upcoming tax deadlines to keep you on track during the year.
Tax Notice Monitoring
Each year, millions of IRS and state tax notices are sent to taxpayers requesting additional information or reporting discrepancies on tax returns. Our team is ready to review and respond to tax notices you may receive.
Secure Client Portal
Whether you need late-night access to your tax documents or the ability to sign a tax return while vacationing with your family, our secure portals available at your fingertips right from your smartphone.
Exclusive Client Resources
Our client resources include access to our monthly newsletter covering topics such as tax deductions you might be overlooking and upcoming changes to the tax code, our Deduction Guide for Freelancers filled with expenses you can and can’t deduct in your business, and video tutorials with step-by-step instructions for things like how to make payments to the IRS.
Optional: Advanced Strategy Add-On
Interested in advanced ways to reduce your tax liability? You may be eligible for a one-time Advanced Tax Strategy Add-On.
These powerful strategies are ideal for clients in a position to implement a high-impact move, such as:
- Roth Conversions
- Real Estate Investment
- Leveraging a Charitable Deduction Strategy
- Or other advanced, IRS-approved options
Because these strategies are highly customized, they’re only available to clients who meet specific criteria. If you’re a good fit, we’ll walk you through the process and handle the implementation—start to finish.
Please note: Advanced strategies are billed separately, starting at $2,550 per strategy.
Interested in learning more?
Let us know during your discovery call, and we’ll determine whether you’re a good fit for an advanced strategy.
How it Works
Enroll
Complete our client application form, confirm your package selection, sign your contract, and remit your payment.
Meet
At onboarding, we’ll meet for 20 minutes to review the steps needed to kick-start your tax saving plan.
Collaborate
Our team will communicate with you throughout our engagement of the actions needed on your part.
Check-in
At check-ins, we’ll meet for 50 minutes to confirm your plan is on track.
Tax Time
At tax time, our team prepare your tax returns and present your tax savings.
Ready to work with Tax Savvy Advisors?
Here's how.
Book a Discovery Call
Schedule a 20 minute discovery call where we'll review your information and assess your specific needs.
Accept Proposal
After your discovery call, we'll send you a proposal with your customized package.
Get Started
After your initial payment, we'll take it from there and kick-off your tax savings plan!
Ready to get started?
Let’s do this!