Bundled Services

Individual Bundled Packages

Fine Print

• August 31st deadline sign-up date.
• We need a 30 day notice before cancelling.
• 1 year contract required. Renews annually.

Gold Protection Package

• One Year Personal Income Tax Return Prepared

• Get your tax return done right. Our knowledgeable team of CPA’s, EA’s, and accountants will make it our priority to prepare your return accurately and on a timely basis.

• Tax Letter Assurance
  • With tax letter assurance, we will respond to any letters you may receive from the Internal Revenue Service or from states for the tax return year being prepared. Most of the letters from the tax jurisdictions are more “fishing expeditions” than anything else, but with tax letter assurance, responding to any letters costs you nothing. If we must represent you in person in front of tax agencies, however, any time charges would be additional at our customary hourly rates.
• Single Tax Planning Meeting
  • Do you hate getting blindsided by a large tax bill on April 15^th? Problem solved. Come meet with us one on one. We will look at your individual situation, prepare a tax projection, and go over the best tax strategies to avoid that dreaded bill and minimize what you pay to Uncle Sam.
• Estimated Tax Monitoring
  • Forgetting to make estimated tax payments is now a thing of the past! We will personally remind you every quarter to make your estimated tax payments. No more underpayment penalties at the end of the year.
• Life Insurance Review / Financial Planning Second Opinion
  • Let us take a look at your current insurance and financial plan. Get peace of mind that you’re on the right track.

Platinum Protection Package

• All the perks of the Gold Protection Package
• Unlimited Consulting
  • Do you want to ask that question, but are afraid you’ll receive a bill? Those days are behind us here at S&K with this new unlimited consulting feature. Feel free to pick up the phone and give us a call whenever you would like. Better yet, come by and see us with any questions you have!
• Unlimited Tax Planning
  • One meeting a year might not be enough. You may have a situation arise unexpectedly that will cause a change to your tax planning strategy. This option allows unlimited tax planning throughout the year. Call ahead and schedule an appointment as many times a year as you would like.
• Personal Budgeting
  • Do you ever ask yourself, “Where the heck did my money go this month”? Budget your financials to see where your money is going with our personal budgeting package! This personalized budget will help you stay on top of your spending and give you a great overall picture of your personal cash flow.