Concierge tax service, all year
Above the big-box premium tiers there is a simpler idea: one named preparer who knows your situation, answers when you call, and handles the IRS so you never have to.
One preparer, all year
The person who prepares your return is the person who answers in July. No re-explaining, no queue.
Proactive, not reactive
Quarterly estimated tax reminders with real numbers, deadline tracking, and a heads-up when a law change touches you.
Priority handling
Your documents move to the front. Need it done before a closing or a loan application? Say so.
IRS letters handled
Forward the envelope. Someone from our office takes it from there and keeps you informed.
Bookkeeping bundle
Add monthly bookkeeping so tax season becomes a review, not an archaeology dig.
Limited seats
Concierge only works if the roster stays small. We cap it, on purpose.
Who is concierge service for?
Filers with real complexity or zero spare time: business owners, multi-state households, landlords, high-income W-2 plus equity comp, and anyone tired of repeating their story to a new person every year.
What does it cost?
Concierge engagements are quoted individually after a short conversation, and the quote is in writing before any work begins. Most concierge clients invest four figures and consider the hours back worth more.
Is this just faster email replies?
No. It is the same named preparer all year, proactive deadline tracking, quarterly estimated tax reminders with real numbers, bookkeeping support if you want it, and IRS letters handled without you chasing anyone.