INDIVIDUAL & BUSINESS TAX PLANNING AND PREP

  • Not all individuals are equal, some can get by with simple tax software, but, most people have a more complex financial profile. If you own a business, own a home, have children, own property, or any type of investment - tax planning should be an essential piece of your life. 

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.

  • 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.

 

Choose your pricing plan

  • Individual Starter

    39$
    Every month
    Basic Return (no additional schedules)
    Valid for 4 months
    • Year-round Tax Planning
    • Federal, state, and local income tax preparation
    • E-filing and/or Extension Filing
    • Unlimited Email Support
    • Review or prior-year tax return(s)
    • Amendments (*additional fee for amended returns)
    • Budget preparation and consultation
    • Debt and Credit management consultation
    • Tax Advisor's time: 1 Hr (listed below)
    • -Tax/Financial Consultation
    • -Tax Research
    • -Tax Notices
  • Individual Core

    69$
    Every month
    Advanced Return
    Valid for 4 months
    • Schedules A, B, D & C (less than 50k gross receipts)
    • Year-round Tax Planning
    • Federal, state, and local income tax preparation
    • E-Filing and/or Extension Filing
    • Unlimited Email Support
    • Monthly check-in phone call (30 min)
    • Review of prior-year tax return(s)
    • Amendments (*additional fee for amended returns)
    • Budget preparation and consultation
    • Debt and Credit management consultation
    • Tax Advisor's time: 4 Hr (listed below)
    • -Tax/Financial Consultation
    • -Tax Research
    • -Tax Notices
  • Individual Ultimate

    99$
    Every month
    Complex Return
    Valid for 4 months
    • Schedules A, B, D, & E
    • Schedule C (>50K and <150K gross receipts)
    • Year-round Tax Planning
    • Federal, State, and local income tax preparation
    • E-Filing and/or Extension Filing
    • Unlimited Email Support
    • Monthly check-in phone call (30 min)
    • Quarterly video check-in (1 hr)
    • Review of prior-year tax return(s)
    • Amendments (*additional fee for amended returns)
    • Budget preparation and consultation
    • Debt and Credit management consultation
    • Tax Advisor's time: 8 Hr (listed below)
    • -Tax/Financial Consultation
    • -Tax Research
    • -Tax Notices
  • Business Starter

    149$
    Every month
    Valid for 4 months
    • 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)
    • Amendments (*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​​​​
  • Business Core

    199$
    Every month
    Valid for 4 months
    • 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)
    • Amendments (*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
  • Business Ultimate

    249$
    Every month
    Valid for 4 months
    • 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)
    • Amendments (*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