Personal Plan Details
Designed to meet the needs of individuals, and married couples who file joint returns, who are not business or rental property owners.
Tea with Taxley Workshops: Get your questions answered about tax, finance and business in our exclusive, member-only Tea with Taxley virtual workshops – held monthly.
Annual Tax Preparation: One Standard Tax Preparation service and up to two hours of remote tax audit assistance related to tax returns prepared by Taxley – included per membership year.
IRS Monitoring: With your authorization and using our proprietary software, we will monitor your personal tax account, staying on top of collection activity and tax notices, and gaining access to your tax transcripts as needed to keep you informed and protected.
Tax Return Review: Get up to 3 prior year personal income tax returns reviewed to ensure you didn’t miss any opportunities to maximize your tax savings and refunds.
Secure Taxley App: Collaborating with our tax professionals is quick and easy with our App. Safely upload documents, send confidential emails, get updates and schedule appointments 24/7/365.
20% off Savings: Enjoy the benefit of up to 20% off personal tax preparation and resolution services not covered under membership.