Through our Pre-Paid Tax Planning services, our clients have access to professional advising as needed for a comprehensive range of tax planning services, from payroll tax withholding calculations to social security analysis and life insurance coverage. With Triad Tax Service, all of our tax clients have the opportunity to ask simple, quick questions related to individual or business taxes at no charge. Also included at no additional charge is access to our secure portal for uploading and downloading sensitive information. For questions requiring calculations or further work, our team of experts can be engaged and an hourly rate will apply. As an alternative, with our Pre-Paid Tax Planning service, you can choose the level of service you need, lock-in reduced rates and receive priority scheduling for tax appointments. Within our service levels, you can customize your package based on the services you need most. To customize your Pre-Paid Tax Planning services, you may select multiples of the same type as part of your customized package. For example, your Comprehensive Package may include three (3) withholding reviews or “what if” scenarios, one (1) social security analysis and one (1)IRA RMD calculation. Please request our Pre-Paid Tax Planning Guide for detailed information.