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03 / TAX ADVISORY

Advice that continues beyond filing day.

Explore year-round memberships or a focused tax-planning engagement.

FOR INDIVIDUALS

1040 Concierge

Keep your tax planning moving throughout the year.

Published example
$175
per month · published example
  • Annual individual tax filing
  • Yearly personalized tax-planning report
  • Estimated payment calculations
  • What-if scenario discussions
  • Tax-saving strategies

July 1–June 30 contract. Enrollment through November 1. One-time initiation fee: $200.

Discuss this plan
FOR BUSINESS OWNERS

Biz Concierge

Coordinate your business and personal tax picture.

Published example
$475
per month · published example
  • Annual business & individual tax filing
  • Yearly personalized tax-planning report
  • Estimated payment calculations
  • Business-planning discussions
  • Deduction & entity-structure strategies

August 1–July 31 contract. Enrollment through November 1. One-time initiation fee: $400.

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A FOCUSED ENGAGEMENT

One-time planning

Get a focused plan for an upcoming tax decision.

Starting at
$1,200
one-time engagement
  • Estimated tax-payment calculations
  • Personalized tax-planning report
  • 1-hour CPA discussion
  • Tax-saving strategies

For S corporation owners, partnerships, and self-employed individuals. Recommended in Q3 or Q4; unavailable in Q1.

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How concierge pricing is structured

1040 Concierge

Advisory fee: $1,000
Example tax-filing fee: $1,000
One-time initiation: $200

Biz Concierge

Advisory fee: $2,600
Example tax-filing fee: $3,100
One-time initiation: $400

Monthly figures are the examples published on our website. Your tax-filing fee and agreed terms determine your quote. Our team will confirm the payment schedule and total before enrollment.

LET’S FIND YOUR FIT

Not sure which plan is right?

Tell us about your business, your tax needs, and the decisions ahead.

Talk with Cha Group ↗(703) 678-8848