Taylor Proactive Team
Pricing Calculator
Find Your Perfect Plan
What Would You Do With
$100K More Every Year?
1
Choose Your Package
Basic
$350
/mo
Annual pre-pay:
5% off
Advanced Tax Planning
Tax Projection Mtgs
Annual
Strategy Implementation
Quoted
External Meetings
Priority Response
IRS Audit Representation
IRS Notice Response
Add'l Businesses/Returns
Quoted
Select Basic
Most Popular
Pro
$650
/mo
Annual pre-pay:
5% off
Advanced Tax Planning
Tax Projection Mtgs
Quarterly
Strategy Implementation
Quoted
External Meetings
Priority Response
IRS Audit Representation
IRS Notice Response
Add'l Businesses/Returns
Quoted
Select Pro
Elite
$1,350
/mo
Annual pre-pay:
10% off
Advanced Tax Planning
Tax Projection Mtgs
Anytime
Strategy Implementation
Quoted
External Meetings
Priority Response
IRS Audit Representation
IRS Notice Response
Add'l Businesses/Returns
Quoted
Select Elite
2
Add Tax Return Services
Select any additional services. Quantities can be adjusted where applicable.
1040 – Individual Tax Return
Federal individual income tax return filing
$1,000
/ return
≈ $83/mo
Quantity
−
+
$1,000
1120C & 1120S – Corporate Tax Return
C-Corp and S-Corp federal tax return filing
$1,200
/ return
≈ $100/mo
Quantity
−
+
$1,200
1065 – Partnership Tax Return
Federal partnership income tax return filing
$1,200
/ return
≈ $100/mo
Quantity
−
+
$1,200
Multi State Filing
Per entity / per state (up to limit)
$250
/ state
≈ $21/mo
States
−
+
$250
Schedule C – Self-Employment
Profit or loss from business / sole proprietorship
$500
/ return
≈ $42/mo
Quantity
−
+
$500
Rental Properties
Schedule E rental income and expense reporting
$500
/ property
≈ $42/mo
Properties
−
+
$500
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Taylor Proactive Team
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