Whether you have a simple return, or a more complex one, whether business or personal —
You can access the Wealth Geek year round for tax planning questions and we’ll have scheduled check-ins during the year: adjust your withholding, make an additional payment due to anticipated gains, or fine tune your quarterly estimate.
Never pay a large invoice for tax preparation again!
Let the Wealth Geek monitor your IRS tax transcript, to protect against tax identity theft while frequently anticipating IRS action.
Don’t worry about any communication from the IRS; you are covered for as many as 2 hours of representation service during each year. Plus, you’ll receive a 10% discount on additional representation work.
All for one monthly investment of $50 – $115 per month for most individuals, $115 – $450 per month for most businesses. Your engagement will offer you this full service option automatically. It is the Wealth Geek’s best value.
Book your tax conversation here now.
You are not a client of the Wealth Geek until you’ve signed your engagement.
Wealth Geek Tax 