Clients in the TriStar Gold Club benefit from:
- Priority status for year-end tax preparation, ensuring your return is scheduled and completed ahead of non-plan clients
- One scheduled phone consultation per year to address tax questions, planning considerations, or changes in your financial situation
- One quarterly estimated tax payment calculation, performed in the 2nd, 3rd, or 4th quarter, at your discretion
- A 10% discount on tax services, including tax preparation, tax planning, and advisory work
