Tax Packages

Packages provide flexibility and cost savings to choose exactly what you need! Think back to the last time you ate at a fast food restaurant and the different ways you could order your meal—did you order a combo meal (burger, fries and a drink) or choose to pick your items a la carte?

Tax Package Options…Freedom to Choose!

We offer three different levels of support: Essential, Full, and Premium.

We offer all our services a la carte as well, so if you don’t want to be locked into a specific one you will always have the ability to add a service at any time to best fit your needs!

How do you know which package fits your needs best?

Premium Package

Best option for clients who want to meet with their tax preparer four times a year. These clients will have a more complex financial situation or significant changes from their prior year tax return.

Offers everything included in our Full Package PLUS unlimited email support during the year to make sure you are on track!

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Full Package

Best option for clients who want to meet with their tax preparer twice a year.

This package combines several of our services at a discounted rate. The first meeting is to review your completed return, and the second meeting is for tax planning.

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Essentials Package

Best option for straightforward tax returns that do not change from year to year.

Pricing for this package is based upon the forms and schedules you are required to file on your tax return.

We prepare your return, send you a draft copy to review and sign, then e-file and upload the final copy to your secure client portal.

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Our Support Packages	Premium	Full Support	Essentials
Monthly articles to educate on IRS rules that are explained in a simple, easy way!
24/7 access to all tax returns and supporting documents in a secure online vault!
Estimated tax vouchers to eliminate tax penalties!
Preparation and electronic filing of your current tax return to get your refund faster!
25 minute strategy web meeting to gain a better understanding of your tax return!
A review of any tax letter received from IRS/FTB so you can be confident you are receiving knowledgeable, targeted advice!
Real time tax projection—a mid-year 25 minute web meeting with TWO tax pros designed to give you answers of your tax liability so you can plan ahead!
Unlimited email support—Tax questions? We’re here when you need us!
Updated tax projection with recommendations so there are no surprises for the upcoming tax season = peace of mind!
Three-25 minute consultations (June, Sept & Dec) to reduce tax liability, understand your options, increase profits, meet goals, etc.!

Are we the best tax pro for you?

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Here are what clients are saying about AdminBooks’ Tax Packages:

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“Thank you so much Renee and the AdminBooks staff for all the professionalism that you have showed my wife and I over the last several years. You truly do encompass all the parameters of a successful business-client relationship and beyond. In knowing that you and your staff have educated us with updated information, simplified tax situations and most importantly, you have given us ‘peace of mind’ with your warm integrity – it’s been a true blessing! So, press on and let others benefit with ‘solid business’ that you provide like we have enjoyed! Thank you all once again!”

Doug and Sylvia

“In 2008, I retained AdminBooks to prepare and send monthly invoices to my clients. Not only does the AdminBooks staff do a better job of producing the invoices than I did, but, by delegating that task, I have freed up a substantial amount of time that I have been able to devote to income-producing activities. I would not hesitate to recommend AdminBooks to any other professional looking to maximize his or her income-producing potential.”

Marlis McAllister

McAllister Law Group

“I chose AdminBooks because I saw Renee Daggett (the President) present at an event. She is by far one of the best presenters I’ve ever seen! She makes complex material simple to digest and helps you feel secure and confident about managing your books. Renee is always there to answer questions and provide user-friendly tips and tools to make accounting a breeze! I’m so glad I met her.”

Melissa Lamson

Lamson Consulting

“We were using a friend to do the books for our business. Mistake! At the end of the year, we had a binder full of junk and tax time was looming. We took the entire convoluted pile to AdminBooks and they fixed it – like magic! They also did our personal return, and fast! We wound up getting back more from the IRS than ever before. Now we’ve been using AdminBooks for several years now. Renee always provides us with friendly, personalized service and useful advice. Her effervescent staff is cheerful and knowledgeable; good folks all around. We would gladly recommend AdminBooks to anyone! In fact, we just referred somebody last week!!”

Scott Cofer and Gini Wallace

Dog Duty

“It is truly a pleasure working with AdminBooks. The entire process of completing my tax return was exceptionally thorough and professional. Once my taxes were complete, Renee reviewed all the details with me online — my husband and I could be anywhere and call in. I am confident that my taxes and bookkeeping are in excellent hands with AdminBooks.“

Wendy Wood

Wendy Wood Graphic Design

“Renee’ has been extremely helpful in our business. She found the problems with our chart of accounts and invoicing and fixed them so I was ready for the new tax year. She had a good sense of tax accounting that complimented my CPA. I plan on contracting Renee each month to have her look over my accounting and will definitely recommend her to my business associates.”

Mike Fiato

Fiato & Associates

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