Approved tax plan / 01
03RRF / advisory desk
Basic Individual Tax Plan
Individual / 01
01Basic Individual Tax Plan
A planning-focused package for individuals who want organized, year-round tax preparation support.
Indicative package pricing
$97/month
Setup fee $149
Includes a one-time setup fee of $149 + $97/month
Incluye cuota de configuración única de $149 + $97/mes
One-time setup fee of $149 + $97/month. Your subscription renews automatically each month and may be cancelled at any time before your next billing cycle. The setup fee is non-refundable once work begins. By paying, you authorize Rodery Rosario Florimón LLC to charge you in accordance with these terms until you cancel. See our Privacy Policy and Terms & Conditions.
Cuota de configuración única de $149 + $97/mes. Su suscripción se renueva automáticamente cada mes y puede cancelarse en cualquier momento antes de su próximo ciclo de facturación. La cuota de configuración no es reembolsable una vez iniciado el trabajo. Al pagar, autoriza a Rodery Rosario Florimón LLC a cobrarle de acuerdo con estos términos hasta que cancele. Consulte nuestra Política de Privacidad y Términos y Condiciones.
Indicative scope
- Quarterly tax planning
- Personal tax return (1040) preparation support
- W-2 / 1099 review
- Support with organizing information and preparing for IRS communications
- Estimated-tax calculation

