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Tax Planning & Preparation

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Tax Preparation and Planning

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Keeping more of your hard-earned money can be achieved through proactive tax planning. Whether you’re an individual or corporation, we can help.

“Proactive” does not mean simply looking back on what happened in the prior year and trying to claim an additional deduction or two prior to filing your return. Rather, it’s taking a multi-year approach to first understand where you are today and where you want to go. Then careful planning is done to mitigate taxes and maximize your after-tax wealth as we help get you there—while remaining in full compliance with IRS statutes.

At True Wealth, we can handle your tax preparation needs whether you are an individual or a small business. We have highly qualified tax professionals and straight-forward pricing to take the tax worry away.

There's no need to go to the high-priced CPA firm and overpay or go to the cheap tax service with less-than-qualified staffers. At True Wealth, we strike the right balance to deliver great service and advice at a reasonable price.

Individual tax return pricing levels are shown below. For new clients, pricing levels will be specified up front. Businesses will receive a customized engagement letter. Schedule your consultation today.

Expert tax preparation at a reasonable price

Level I

  • Accuracy Guarantee: Always
  • Audit Protection: Optional
  • Complexity: Lower
  • # of Tax Documents/Forms to Process: Few
  • Itemized Deductions (Schedule A): None
  • Interest & Dividends (Schedule B): None/Limited
  • Investment Transactions (Schedule D): None
  • Business or Rental Income (Schedule C, E): None
  • State: None or simple
  • City: None or simple
  • Estimated Tax Vouchers/Underpayment Penalty: None

Level 2

  • Accuracy Guarantee: Always
  • Audit Protection: Optional
  • Complexity: Moderate
  • # of Tax Documents/Forms to Process: Moderate
  • Itemized Deductions (Schedule A): Maybe
  • Interest & Dividends (Schedule B): Maybe
  • Investment Transactions (Schedule D): Maybe
  • Business or Rental Income (Schedule C, E): May have simple business or a rental property
  • State: None or moderate complexity
  • City: None or moderate complexity
  • Estimated Tax Vouchers/Underpayment Penalty: Maybe

Level 3

  • Accuracy Guarantee: Always
  • Audit Protection: Optional
  • Complexity: Higher
  • # of Tax Documents/Forms to Process: Many
  • Itemized Deductions (Schedule A): Yes
  • Interest & Dividends (Schedule B): Yes
  • Investment Transactions (Schedule D): Yes
  • Business or Rental Income (Schedule C, E): May have business or rental properties
  • State: None or increasing complexity; multiple states possible
  • City: None or increasing complexity; multiple cities possible
  • Estimated Tax Vouchers/Underpayment Penalty: Maybe

Please note:

  • Well organized and responsive taxpayers require less time, which results in lower fees.

  • Returns will be provided digitally in a secure client vault. A paper copy of returns can be mailed for an additional $25.

  • Details on our Accuracy Guarantee, Audit Protection, and engagement terms can be found here.