Are tax services included when I sign up for SLP Wealth?

No, tax services are an add-on to financial planning for an additional fee.

Adding tax services is an additional $99/month for personal returns (married filing separately included, individual w-2, k-1, single member LLC or sole proprietorship, dependent returns) and $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.

If you are a current financial planning client, reach out to your planner to see if you are a good fit to work with the tax team.

Be sure to be aware of our tax enrollment fee schedule:

Between November 16 and February 15, a $495 enrollment fee will apply. Between February 16 and April 1, a $995 enrollment fee will apply. Between April 2 and Tax Day, SLP Wealth will not be able to accommodate filing services for the prior tax year. Any client who signs up for tax services during this date range will be signed up for tax services for the current calendar year tax year.

You must be a financial planning client to receive tax services. We do not offer stand alone tax services at this time.

If a deadline is close, feel free to fill out the tax agreement form, but still be sure to reach out to your financial planner.