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Service Packages
Tax Return Preparation (1040)
Quarterly Estimated Payments Assistance
Four Tax Planning Sessions
IRS Communications (up to 2 hours)
State Tax Return Filing
Secure Document Storage
(Smart Vault Access)
$395 value
$250 value
$1,000 value
$500 value
$75 value
$240 value
One-Time Setup Fee (Includes First Month): $269
Monthly Rate: $119
Total Annual Cost: $1,428
Standard Cost of Individual Services: $2,460
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