Tax Planning & Prep

Whether you are just getting started or are an established business, growing fast or changing directions DMP Management can help you with your taxes. Instead of being hit with one large tax bill at the end of tax season, our subscription service allows you to get year-round access to services for one low monthly price. 

DMP Management offers multiple options when it comes to tax planning and prep and we want to make sure you get the best possible care and advice when it comes to your finances. 

Starter
$149/mo*
  • Schedule C, E, Form 1065, K-1's, 1120S, 1120, 990 (>150K and <250K prior year gross receipts)

  • Year-round Tax Planning

  • Federal, state, and local income tax preparation

  • E-Filing and/or Extension Filing

  • Unlimited Email Support

  • Review of prior-year tax return(s) & amend if necessary (*additional fee for amended returns)

  • Form 1099 completion/e-filings: 10

  • Tax Advisor's time: 1 Hr (listed below)

    • Tax/Financial Consultation​

    • Tax Research

    • Tax Notices​​​​

Core
$199/mo*
  • Schedule C, E, Form 1065, K-1's, 1120S, 1120, 990 (>250K and <500K prior year gross receipts)

  • Year-round Tax Planning

  • Federal, state, and local income tax preparation

  • E-Filing and/or Extension Filing

  • Unlimited Email Support

  • Monthly financial plan check-in phone call (30 min)

  • Review of prior-year tax return(s) & amend if necessary (*additional fee for amended returns)

  • Form 1099 completion/e-filings: 25

  • Tax Advisor's time: 4 Hr (listed below)

    • Tax/Financial Consultation​

    • Tax Research

    • Tax Notices​​​​

Ultimate
$249/mo
  • Schedule C, E Form 1065, K-1's, 1120S, 1120, 990 (>500K prior year gross receipts)

  • Year-round Tax Planning

  • Federal, state, and local income tax preparation

  • E-Filing and/or Extension Filing

  • Unlimited Email Support

  • Monthly financial plan check-in phone call (30 min)

  • Quarterly video check-in (1 hr)

  • Review of prior-year tax return(s) & amend if necessary (*additional fee for amended returns)

  • Form 1099 completion/e-filings: unlimited

  • Tax Advisor's time: 8 Hr (listed below)

    • Tax/Financial Consultation​

    • Tax Research

    • Tax Notices​​​​

*Subscription does not include taxes, penalties, or interest owed by the taxpayer(s)

*Min. 4-month commitment, should the taxpayer cancel before 4 months a $500 cancellation fee applies