Build a Personalized Tax Strategy & Maximize Savings with Tax360 Individual
Welcome to Tax360 Individual
360°, year-round tax & financial services designed to meet your unique, individual needs. Whether you're looking to optimize your tax situation, build your retirement tax strategy, or secure your financial future, Tax360 has you covered.
Choose the right plan for you below:
Standard
For individuals in need of general tax support + proactive strategies & advice
from $109 per month
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Annual personal tax prep & filing
Annual tax strategy / planning session
Periodic, proactive tax advice
Audit Aid included across all service tiers.
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These additional services can be added on to any package for an additional fee:
Investment & retirement tax planning
Estate tax planning
Trust planning & tax filing
Premium
For individuals with more complex tax situations + proactive strategies & advice
from $409 per month
-
Everything in Standard
+ Comprehensive, quarterly tax strategy / planning session
+ Regular, proactive tax advice
Audit Aid included across all service tiers.
-
These additional services can be added on to any package for an additional fee:
Investment & retirement tax planning
Estate tax planning
Trust planning & tax filing
Need something specific? We offer fully customized packages to individuals with unique & specific financial situations.
1,000+
Individuals served each year
$1,000,000+
Lifetime tax savings
1,300+
Returns prepared annually
Our Process
1.
Onboarding
Our onboarding process ensures we understand your unique needs and goals from the start.
2.
Personalized Plan
We develop a customized plan tailored to your specific financial situation, taking into account your unique goals & objectives.
3.
Proactive Communication
Regular updates, proactive communication, and a responsive staff keep you informed and in control.
4.
Ongoing Support
Throughout the year, your dedicated Account Manager will provide continuous support, acting as your primary contact for all membership benefits. They will address any questions you have and manage any changes in your financial situation as needed.