Mesa Premium
This is the best option for clients seeking all-inclusive tax support, advice, and planning to help minimize your tax burden.

Monument Full
This is our most popular option because it
includes tax inquiry support and reminders
of tax payments due. This is the best
option if you want complete peace of mind.

Bookcliff Essential
This option is for those who are on a tight
budget and are happy to miss out on some
of the more valuable input from us, and
instead only receive the essential elements.

​	MESA	MONUMENT	BOOKCLIFF
​Professional preparation of current year tax returns	⦿	⦿	⦿
​Securely e-file Federal and State tax returns	⦿	⦿	⦿
Paper copy of current year’s return	⦿	⦿	​​⦿
Electronic copy of current year’s return	​⦿	Upon Request	Upon Request
Correspondence Inquiry Protection	⦿	​⦿	⦿
Weekly tax newsletter	​⦿	⦿	​⦿
​Discount for extended returns	⦿	⦿	⦿
Tax interview meeting	⦿	⦿	⦾​
In person, phone or email consultation	1 hour	1/2 hour	Available
Advice and consultations for your family	⦿	⦿	⦾
Checking your prior returns (new clients only)	⦿	⦿	⦾
Reevaluate your IRS and State estimated tax payments quarterly	⦿	⦿	⦾
Payment reminder emails	⦿	⦿	⦾
​Family member discounts	⦿	⦿	⦾
Comprehensive year-end tax planning	⦿	⦾	⦾
Filing Status Analysis (joint or separate)	⦿	⦾	⦾
Tax return review meeting	⦿	⦾	⦾
Monthly subscription fee making it easier for you to budget	⦿	⦿	⦿
Starting at...	$515	$465	$305

Note: if you are a business, The price of this service is fully deductible for tax purposes, which means, in effect, the taxing authorities will refund you a portion of the cost (subject to the rate of tax you pay).

Refer to engagement letter for full details.