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Advisory › Ongoing advisory › Two Advisory Meetings

Two Advisory Meetings

A round table with two chairs and an open document, and a calendar with two dates circled

Everything in a maintenance engagement, with two planning sessions built into the year: one in early summer and one in the autumn. The summer session catches the year while it can still be changed; the autumn one settles the position before year-end. Includes the returns, a review before filing, and one IRS or state notice handled if it arrives.

Tax Related Maintenance Fees

  • Business tax return (per year)
  • Personal tax return (per year)
  • Tax return review (per year)
  • IRS or state notice — review and response
  • Ongoing advisory meeting - May to July
  • Ongoing advisory meeting - October to December
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