TAX PACKAGES

FINDING THE BEST SOLUTION FOR YOU!

Tax Package Options…Freedom to Choose!

Packages provide flexibility and cost savings to choose exactly what you need! Think back to the last time you ate at a fast food restaurant and the different ways you could order your meal—did you order a combo meal (burger, fries and a drink) or choose to pick your items a la carte? While it might seem like an odd analogy when we’re talking about taxes, the concept is the same.

We offer three different levels of support: Essential, Full, and Premium.

We offer all our services a la carte as well, so if you don't want to be locked into a specific one you will always have the ability to add a service at any time to best fit your needs!

How do you know which package fits your needs best?

Premium Package Full Package Essentials Package

Best option for clients who have a more complex financial situation or significant changes from their prior year tax return.

Offers everything included in our Full Package (tax strategy meeting, "real-time" projection meeting, review of tax letters) PLUS unlimited email support and 3 check-in consultations during the year to make sure you are on track!

Best option for clients who want to meet with their tax preparer to review their completed tax return.

This package bundles many of our services at a discount and includes a tax strategy meeting, a "real-time" projection so there are no surpises to you, and review tax letters you have received during the year.

Best option for straightforward tax returns that do not change from year to year.

Pricing for this package is based upon the forms and schedules you are required to file on your tax return. Complete our new client intake for to get started today and receive a free estimate for AdminBooks to prepare your tax return.

We prepare your return, send you a draft copy to review and sign, then e-file and upload the final copy to your secure client portal.

AdminBooks support packages comparison chart

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Here are what clients are saying about AdminBooks’ Tax Packages:

“Quarterly meetings are crucial in learning about our business growth and working ahead avoiding surprises with taxes. We are grateful for the guidance that Renee and her team give us and the sense of security we feel that they're always there when we need them.”
- Margaret

“I am very happy with the AdminBooks tax package! It gives me the opportunity to get a competent tax advice by email if I have some questions during the year.”- Vadim

“Working with AdminBooks throughout the year on my tax planning has been very helpful. The check-in meetings gave me the confidence to know the tax impact of purchasing a second property. The modeling also ensured my tax withholdings were correct resulting in no surprises at tax time and easier prep work at tax filing. I highly recommend using the tax package offering.”- Amy

“The best part of the projection meeting was hearing the ideas you shared with me on the call. My expectations were exceeded!”- Gordon

“I found the real-time projection extremely helpful to my situation. It was a great collaboration process with AdminBooks. I cannot think of anything that could have made my experience better!”- Michael

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