Tax Pricing

Tax support and preparation is available through our in house tax firm to SLP Wealth clients for an additional fee.

Here’s the full breakdown of tax services:

• $99/month for personal returns per household (married filing separately included, individual w-2, k-1, single member LLC or sole proprietorship, dependent returns) 
• $299/month for the first S-corp (charged separately to the business)

We charge an ongoing monthly fee because it’s full service advice, analysis, planning and tax prep, so you get a lot more than just filing the return.

Not included at this time: multi-member LLCs

Situations subject to $199/hr fee:

• >1 real property rented
• >2 state income tax returns needed
• Ownership of digital assets (such as cryptocurrencies) not reported by a qualified custodian tax reporting form supplied to us
• bookkeeping or payroll (next year will be offered at more market competitive rate)

To get started, fill out the tax agreement here: https://slpwealth.com/tax/

If you have any questions, please let us know at support@slpwealth.com