Tax Services Checklist Standard Essential
Preparation and filing of US and State tax returns Yes Yes
Access to quarterly tax saving newsletter and videos Yes Yes
Tax return review Virtual Meeting via Zoom Virtual Meeting via Zoom
Custom quarterly tax estimates Safe Harbor Actual income
Filing Extensions Included Included
Tax strategy calls Annually Quarterly
Quarterly tax estimate email reminders Yes
Review all IRS/State letters received Yes
Addressing lRS and State Letters *(additional fee applies) Yes* Yes*