NEW TAX ADVISORY SERVICES

Level 1: Preparation

Basic tax preparation ensures that you and/or your business are in compliance with all tax obligations when Myrick CPA prepares and files your taxes. Fees start at $1100.00.

Level 2: Projection

Based on your previous year’s taxes and all other information you provide [including life changes such as marriage, divorce, inheritance, etc.], Myrick CPA will make tax projections to estimate your future tax liability and projected payments or refunds for longer-term peace of mind in knowing what to expect the following year. Additional fees start at $250.00.

Level 3: Planning

Myrick CPA will identify customized savings strategies over the long term based on your individual situation or business entity and several other factors, which will ensure you will never overpay. You will be provided with a detailed proposal, including the estimated savings you can expect when implementing the recommended strategies. Fees to be quoted.

Level 4: Implementation

This inclusive service includes everything outlined in Level 3, plus our ongoing assistance with long-term planning and implementation of the recommended strategies to guarantee that you and/or your business will receive the maximum tax savings based on your unique situation. Fees to be quoted.

Introductory Offer for Existing Clients

When you decide to sign on early for our new tax advisory services and select either Level 3 or Level 4, we will offer you an incentive of 20% off the total estimated fees. Clients who select Levels 1 and 2, can expect fees to remain approximately similar with adjustments only for COLA and unique life changes.

Learn more with no obligation. Please complete the form so we can provide you with more details about our new services. We look forward to offering you a proposal* based on your chosen service level.

*No fees will be assessed until a proposal is accepted and a letter of engagement is signed.