Essential
Perfect for W2 Employees and Self-Employed Individuals with One Business (SMLLC) or Rental Property
This plan is designed for those with simpler tax situations who need reliable, year-round support to ensure their taxes are filed accurately and on time.
$129/month
Unlimited Consultations
Yearly Personalized Video Review
Yearly E-File Form 1040 Federal + 1 State Individual Tax Return
Why Choose This Plan?
With the Essential Tax Plan, you'll get everything you need to handle the preparation of your taxes without stress.
From unlimited consultations to personalized video reviews, we ensure you'll be able to receive our expert guidance when you need it, and that your taxes are done right the first time—no surprises, no missed deadlines.
Pro
Perfect for those seeking more peace of mind, and insurance against potential IRS Issues
This plan is perfect for individuals and businesses seeking added security and personalized guidance.
$229/month
EVERYTHING IN OUR ESSENTIAL PLAN, PLUS UNLOCK :
Audit Guard
Tax Extensions (Federal & State)
Federal & State Notice Review and Response
Why Choose This Plan?
The Pro Tax Plan offers more than just tax preparation—it provides ongoing protection and proactive monitoring to safeguard your financial future.
With Audit Guard, we can continuously monitor your IRS account up to 20 years in the past, and 3 years into the future, giving you peace of mind that any issues will be detected early.
Elite
Perfect for High-Net-Worth Individuals, Business Owners (LLC/S-Corp) , and Real Estate Investors
This plan is designed for clients with multiple investments or complex tax resolution issues who want comprehensive, year-round support, and tax planning.
$329/month
EVERYTHING IN OUR ESSENTIAL, & PRO PLAN, PLUS UNLOCK :
Tax Planning & Strategy
Unlimited Tax Projections
Why Choose This Plan?
With the Elite Tax Plan, you’ll have an entire team by your side throughout the year, guiding you through tax preparation, protection and strategy.
We’ll ensure those tricky tax grey areas become planning opportunities.
Take the first step towards optimizing your finances with a personalized consultation that delivers immediate value.
As a nationwide CPA firm based in Iowa, we offer unparalleled expertise in navigating the complex financial landscapes across all 50 states. Our role as your personal Chief Financial Officer goes beyond traditional accounting, providing comprehensive financial stewardship tailored to your unique needs and aspirations.
Comprehensive review of your current financial situation
Identify and mitigate potential tax issues and uncover opportunities
Develop your personalized Roadmap to Wealth
We begin by understanding your goals, priorities, and addressing any financial concerns you may have.
We conduct a thorough tax analysis, providing strategies to address unfiled returns, manage tax debt, and minimize liabilities.
We discuss potential tax savings and create your personalized "Roadmap to Wealth," highlighting legal "loopholes" backed by citations to ensure compliance and protect you during audits.
We plan next steps to implement your Roadmap to Wealth and discuss ongoing strategic services tailored to your needs.
You'll receive a comprehensive financial analysis, tax risk assessment, and a personalized strategy session with James C. Yochum, CPA - an expert with over a decade of experience in corporate accounting, audits, and tax consulting.