Pre-Paid Tax Planning

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Where tax advising never stops…

While filing taxes promptly and accurately is important, Triad Tax Service has found that offering proactive expert counsel to our clients often results in better tax and financial outcomes. As a result, we now offer customized Pre-Paid Tax Planning services to make sure that you get regular financial check-ups and have personalized, expert advising when and as you need it.

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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.

Our Pre-Paid Tax Planning Service Packages

Basic
Choose one (1) selection from our Pre-Paid Tax Planning List.
Premier
Choose three (3) selections from our Pre-Paid Tax Planning List.
Comprehensive
Choose five(5)selections from our Pre-Paid Tax Planning List.



Bonus Add-On Feature - Audit Representation
For an additional minimal fee, audit representation can be added to any of our advising packages. Audit representation covers responding to Internal Revenue Service (IRS) and North Carolina Department of Revenue (NC DOR) correspondence audits as well as field audits. Our Audit Representation Plan only applies to Triad Tax Service fees for audit representation. It does not cover additional tax, penalty or interest that you or your business may be required to pay as a result of an audit. Every tax return is a candidate for audit. Typical costs for field audits can easily run between $1,500 and $3,500. This feature guarantees no additional representation charges if your return is selected for audit.
Customize Your Pre-Paid Tax Planning Package
As part of Triad Tax Service’s Prepaid-Tax Planning Services, we offer the following options:
  • Payroll tax withholding reviews
  • “What if” scenarios
  • Estimate payment calculations.
  • Personal tax review related to upcoming tax law changes.
  • Social Security analysis and recommendations.
  • Amortization schedule preparation for loans.
  • Life insurance review and recommendations.
  • One hour retirement planning session.
  • Calculate your IRA required minimum distribution.
  • Analyze lump sum pension payout option versus monthly payments.