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J.D. Frost and Company Tax Packages

 

Basic Individual

Individual - $297

• Preparation of federal and state income tax return (each additional state return is $250)

• Including 2 W-2s, Schedules A, B, D, K-1 (each additional K-1 - $100)

• Access to portal for document storage

• Access to weekly newsletters

• Year end tax planning in November/December to project taxable income

• Phone calls and emails throughout the year included

• Includes all compliance and tax planning with the new 20% deduction and tax bill

 
 

Exclusive Individual

Exclusive Individual -$997

• Preparation of federal and state income tax return (each additional state return is $250)

• Including 2 W-2s, Schedules A, B, D, K-1 (each additional K-1 - $100), E (up to 5 rental properties on

schedule E, $100 for each additional over 5)

• Schedule C, F (additional schedules will be additional $250 per schedule)

• 2 meetings with partner per year

• Access to portal for document storage

• Access to weekly newsletters

• Year end tax planning in November/December to project taxable income

• Phone calls and emails throughout the year included

• Includes all compliance and tax planning with the new 20% deduction and tax bill