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 + compliance
starting at $1,250 per year
-
Annual personal tax prep & filing
End-to-end tax compliance w/maximum refund
Periodic, proactive tax advice
Audit Aid included across all service tiers.
Premium
For individuals with more complex tax situations + proactive strategies & advice
starting at $3,250 per year
-
Everything in Standard
+ Comprehensive tax strategy advisory services tailored to your unique situation
+ Regular, proactive tax advice
Audit Aid included across all service tiers.
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.