Tax Planning & 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 investments - 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. 

Starter
  • Basic Return (no additional schedules)

  • 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)

  • Budget preparation and consultation

  • Debt and Credit management consultation

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

    • Tax/Financial Consultation​

    • Tax Research

    • Tax Notices​​​​

Core
  • Advanced Return (schedules A, B, D, & schedule 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) & amend if necessary (*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​​​​

Ultimate
  • Complex Return (Schedules A, B, D, Schedule C (>50K and <150K gross receipts) & E)

  • 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) & amend if necessary (*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​​​​

*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 $250 cancellation fee applies