Individual Services Plans
Service Plan Summary
Silver
Includes:
- Up to 10 income forms (W2, 1099R, Composite 1099, Div, Int, etc)
- Schedule A (itemized deductions)
- One state return
- Estimated tax vouchers
See PDF for more details.
Gold
Includes:
- Up to 12 income forms (W2, 1099R, Composite 1099, Div, Int, etc)
- Schedule A (itemized deductions)
- Schedule E (up to one rental property)
- Up to two state returns.
- Estimated tax vouchers
Premium Reporting included:
- Schedule H (nanny tax)
- Up to one K-1 forms
- ISO AMT adjustments and credit tracking
See PDF for more details.
Platinum
Includes:
- Up to 15 income forms (W2, 1099R, Composite 1099 Div, Int, etc) Also includes K-1 forms as a standard form
- Schedule A (itemized deductions)
- Schedule E (up to two rental properties)
- Up to three state returns.
- Real-time estimated tax calculated quarterly (requires access to pay stubs each quarter)
Premium Reporting included:
- Schedule H (nanny tax)
- RSU/ESPP basis adjustments
- ISO AMT adjustments and credit tracking
- Up to two K-1 forms
- 1031 exchange
- FBAR & FATCA (up to 6 banks/accounts)
See PDF for more details.
Individual Tax Returns
Individual Tax Planning
Reach Out Today
Navigating the complexities of individual taxation requires a trusted partner who understands your unique financial landscape. At Tax Advisors of Cary, we offer tailored Individual Service Plans designed to meet diverse income levels and tax situations, ensuring precision and personalized care in every aspect of tax preparation and planning.
Silver Plan
Ideal for individuals with gross incomes up to $400,000, our Silver Plan starts at $675 and includes:
- Preparation of up to 10 income forms (e.g., W2, 1099R, Composite 1099, Dividends, Interest)
- Schedule A for itemized deductions
- One state tax return
- Estimated tax vouchers
This plan ensures comprehensive coverage for standard tax situations, providing peace of mind and accuracy in your filings.
Gold Plan
For those with gross incomes between $400,000 and $1,000,000, the Gold Plan starts at $1,100 and offers:
- Preparation of up to 12 income forms
- Schedule A for itemized deductions
- Schedule E for up to one rental property
- Up to two state tax returns
- Estimated tax vouchers
- Premium reporting, including Schedule H (nanny tax), one K-1 form, and ISO AMT adjustments with credit tracking
This plan addresses more intricate tax scenarios, ensuring all aspects of your financial situation are meticulously managed.
Platinum Plan
Tailored for individuals with gross incomes over $1,000,000, our Platinum Plan starts at $1,800 and encompasses:
- Preparation of up to 15 income forms, including K-1 forms
- Schedule A for itemized deductions
- Schedule E for up to two rental properties
- Up to three state tax returns
- Real-time quarterly estimated tax calculations (requiring access to quarterly pay stubs)
- Premium reporting features such as RSU/ESPP basis adjustments, ISO AMT adjustments with credit tracking, up to two K-1 forms, 1031 exchange, and FBAR & FATCA reporting for up to six bank accounts
This comprehensive plan is designed to manage the complexities associated with higher income levels and diverse financial interests.
Why Choose Tax Advisors of Cary?
Our commitment to personalized service means we adapt our expertise to your unique financial situation, ensuring compliance and optimization of your tax liabilities. Beyond tax preparation, we offer year-round consulting on matters such as real estate transactions, employee stock plans, loss harvesting, and retirement distribution planning. Our proactive approach aims to reduce your tax burden and enhance your financial well-being.
Get Started Today
Embarking on a journey toward financial clarity and tax efficiency is just a conversation away. Contact us to schedule a consultation, and let’s explore how our Individual Service Plans can be tailored to meet your specific needs. At Tax Advisors of Cary, we are dedicated to building lasting relationships grounded in trust, expertise, and personalized attention.
