Business Tax Services
Client Service Tiers
Bronze Tier
Most Clients Pay
$1,100 - $2,000
Simply File
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What's Included ✅
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Convenient, virtual, and professional income tax preparation service
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Tax Return review call upon completion
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Electronic delivery & e-signatures
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24/7 Access to your tax returns via our secure self-service portal​​​​​
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Silver Tier
Most Clients Pay
$2,000 - $3,500
Planning Plus
What's Included ✅
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Everything included in the bronze tier and...
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Bookkeeping clean-up for "Tax Ready" Financials
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Year-round access via phone and email for tax questions and advice.
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Mid-year check-in discussion
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Year-end tax strategy session
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Year-end tax projection based on actual results
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Assessment & explanation of any tax notices received (all tax years)
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Gold Tier
Most Clients Pay
$3,000 - $5,000
Strategy Elite
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What's Included ✅
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Everything included in the bronze and silver tiers and...
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A Q3 check-in discussion
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Mid-year and year-end tax strategy sessions
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Mid-year and year-end tax projections based on actual results
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Tax notice response & resolution (for years of engagement)
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Individual + Business Discount
Clients who engage WealthPath for both individual and business tax services receive added strategic value through fully integrated tax planning. Because business income flows directly into your personal return, this coordinated approach allows us to optimize your entire financial picture. To encourage clients to take full advantage of this enhanced level of service and value, Silver Business Tax clients receive a 5% discount on individual tax services, and Gold Business Tax clients receive a 10% discount.
Discover the Value of Proactive Tax Planning
Hesitant about moving forward? It may help to step back and evaluate your current approach. Our Tax Strategy Checkup is a short, guided assessment designed to highlight gaps, missed opportunities, and areas where proactive planning could make a meaningful difference. This tool is designed to help you gain clarity on whether your current provider is truly supporting your long-term goals, or simply filing a return.