Stay Ahead of Tax Season — All Year Long
We’re excited to offer our TriStar Gold Club, a proactive solution for clients who want priority access to expert guidance, excellent service, and year-round tax support.
Who is the Gold Club Designed for?
- Clients with a W2 looking for a quick turnaround on their tax return
- Clients looking to exercise stock options
- Clients looking to buy/sell investment properties
- Clients looking to discuss business growth
What is Included in the Gold Club?
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 preparation services
Ready to Get Started?
If you’d like to enroll or explore whether this plan is right for you, please contact our office, send us an email or use the “Book Now” button below. We’re happy to walk you through the details. Thank you for the opportunity to serve as your trusted tax advisor.
Pricing
TriStar Gold Club
Stay ahead of tax season with year-round support
$
49
Monthly
-
Pay monthly for year round service
TriStar Gold Club
Stay ahead of tax season with year-round support
$588
$
530
Yearly
-
Pay annually and receive a 10% discount
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