Essential
Perfect for W2 Employees and Self-Employed Individuals with One Business 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
Your Tax Questions Answered Anytime- Get unlimited access to our expert team for advice and support whenever you need it.
Yearly Personalized Video Review
Clear, Personalized Insights- We break down your tax return in a personalized video, making your tax situation easy to understand and act on.
Yearly E-File Form 1040 Federal + 1 State Individual Tax Return
Stress-Free Tax Filing – We handle your yearly federal and state tax filings so you can focus on what matters most.
Quarterly Estimated Tax Payments
Reduce IRS & State Underpayment & Late Filing Penalties – We calculate and remind you of your quarterly estimated tax payments to ensure you're always on time and compliant with tax laws. No more guessing or last-minute rushes to meet deadlines.
Tracking for Business Assets and Rental Property Expenses
Keep Your Finances Accurate – We track depreciation and expenses for your business assets or rental properties, ensuring precise tax reporting.
Why Would We Recommend This Plan?
With the Essential Tax Plan, you'll get everything you need to handle your taxes without stress.
From unlimited consultations to personalized video reviews, we ensure your taxes are done right the first time—no surprises, no missed deadlines.
Pro
Perfect for Full-Time Business Owners, Partners, Shareholders, or Real Estate Investors with Multiple Properties
This plan is designed for clients who want more in-depth tax support and proactive guidance, making it ideal for business owners and investors with complex financial needs.
$229/month
EVERYTHING IN OUR ESSENTIAL PLAN, PLUS UNLOCK :
Unlimited Tax Projections
Tax Extensions (Federal & State)
Federal & State Notice Review and Response
Why Choose This Plan?
With the Pro Tax Plan, you get more than just tax preparation. You receive personalized consultations, tax projections, and expert guidance tailored to your business or investment needs.
This plan is built to help you stay ahead of potential tax challenges and optimize your financial strategy throughout the year.
Elite
Perfect for High-Net-Worth Individuals, Business Owners, 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
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, projections, and strategy.
We’ll ensure those tricky tax grey areas become opportunities and keep you fully prepared for anything the IRS sends your way.
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.