Tier 1

Financial Accounts only.

  • Has 1-2 1099-Bs and 15 or fewer 1099-INT or 1099-DIV or 1099-R
  • Does not own rental real estate or a sole proprietorship
  • Receives 2 or fewer simple K-1s

$1,300 / Year

Tier 2

Small Rental and/or sole proprietorship.

  • Tier 1 features plus
  • Owns 1 – 3 duplexes/fourplexes/triple-net-lease properties
  • Receives some income from board of director fees or small “side job”
  • Accounting services NOT provided

$1,850 / Year

Tier 3

Multi-state and multi-asset class.

  • Tier 2 features plus
  • 3 or more 1099-Bs, 15+ 1099-INT or 1099-DIV or 1099-R
  • Owns 3+ duplexes/fourplexes/triple-net-lease
  • Must file in 2+ states

$2,700 / Year

As of January 1, 2024, we’re no longer accepting tax preparation clients. However, we would be happy to connect you with a vetted list of tax pros to help you accomplish what you need.

We’re built to serve you virtually through Microsoft Teams. However, if you’re in the Madison, WI area you can meet at our office or a local coffee shop.

Tax preparation services include filing your Federal and State tax return, if applicable. We also will calculate your estimated tax payments and make adjustments to those payments throughout the year, if necessary.

Each family has year-round access to us without concern of a separate bill. If you have a question… ask it. If we feel that the service requires substantial work, we will talk to you before engaging in any billable activities.

You’re not sure which category you fit in? Complete this form and we’ll reach out to you to discuss:

Why are we focused on families near retirement or already retired?

  • Because most CPAs focus on active business owners or real estate investors and leave retirees behind. This leaves retirees stranded without smart, efficient services.

Who is a fit for retirement tax preparation services?

  • Families within 5 years of retirement or already retired.
  • Families who want better communication from their CPA, all year long.
  • Families who are comfortable with a virtual tax-preparation experience.
  • Families looking to partner with a CPA who loves retirement tax planning.

How will you work with us?

  • Each family will upload PDF copies of their source tax documents to their secure digital vault.
  • We will complete your tax return within 14 days of receiving your last documents.
  • Upon completion, you will receive a PDF of your tax return plus a video review of your tax return that walks you through what happened and any potential planning items.
  • Throughout the year, we’ll respond to your questions within 36 hours. Yes, we’re serious… a CPA who prioritizes communication!

What if we need tax planning services?

  • Great! We love tax planning. Click here to learn about tax planning services.

Are you interested in partnering with us?

  • Please complete our Retirement Tax Services Application (click here) to learn if we’re a fit.
  • Once you complete this, we will email you to schedule a 20-minute phone call.
  • During the phone call, we will get to know each other and establish the framework for partnering together.
  • We take our partnerships seriously. If we’re not a fit, we will provide you with the names of other smart CPAs and part as friends.