FOUNDATION SERVICES
Tax needs aren’t one-size-fits-all. That’s why we ’ ve created clear service tiers that scale with your complexity. Inside, you’ll find a breakdown of our packages—what’s included, who they’re best for, and how we help you plan with confidence.
Includes planning sessions and advisor access
NDATION SERVICES TIERS
(FORMS 1040 OR 1041)
(SCHEDULE A)
(SCHEDULE C)
(SCHEDULE E)
FOUNDATION SERVICES TIERS
FOUNDATION SERVICES TIERS
Ideal for individuals with simple returns single state, no significant planning needs
$800
Federal 1040 or 1041 return
One state return
Email support
Best For: W-2 earners, retirees, or trust returns with minimal activity
$4,000
For those with complex tax needs or multistate filings. Includes everything in Essential plan, plus:
Multi-state filing (up to 2 states)
Two planning sessions per year
Direct phone and email access
Best For: Business owners, real estate investors, or executives with stock plans or K-1s
Great for clients who want a little extra insight without the complexity
$2,500
Includes everything in Basic plan, plus:
A dedicated annual tax planning session
Limited access to your tax advisor
Review of potential savings or exposure
Best For: Households with multiple income sources, investments, or basic planning goals
A MEETIING BOOK A MEETIING
A MEETIING
VARIES
Our most robust package built for yearround partnership. Includes everything in Advanced plan, plus: BOOK A MEETIING
Unlimited planning support
Priority response times
Ongoing collaboration with your financial advisors
Best For: High-net-worth individuals or those seeking a proactive, integrated approach
FOUNDATION SERVICES TIERS
Whatdoesthisprocesslooklike?
ScheduleacallwithaPerkinstax professionaltotalkthroughyourneeds.
We’lldiscussyourgoalsandreviewyour prioryear’sreturn
Basedonyourreturnandneeds,we’ll provideafixedfeeorrange.
ENGAGEMENT&SETUP
Signourengagementletterandgetsetup inoursecureclientportal.
TAXPREPARATION
Uploadyourtaxdocuments.Sometiers includeplanningbeforeyear-end. Ourteampreparesyourreturnand requestsanythingelsewemayneed.
REVIEW & FILING
Reviewyourreturn,askquestions,andsign forelectronicfiling