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Tax Planning and Prep Agreement - Existing SLP Wealth Clients
Our individual tax planning and preparation service is $99 a month and covers individual returns. Please fill out the following form to engage us for tax services!
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Your Address
What best represents your marital status as of the end of this calendar year?
SLP Wealth's tax service is $99 a month for individual returns for an individual, married couple, or single household. We add this amount to your existing $99 a month financial planning invoice, and will update your next invoice to reflect this $198 a month combined service.
Complex returns may incur an additional fee. We list these complex situations below

Complex Services Available for an Additional Fee

The following services are provided for an additional fee and do not fall under the scope of what's included for $99 a month:

  • S Corps
  • More than 1 rental property
  • More than 2 state filings
  • Crypto not reported on a brokerage tax form
  • Bookkeeping
  • Payroll Services
  • Shoeboxes full of paper receipts
Do any of the above apply to you?

Note: Any client who signs up between the day after Tax Day and November 15 may sign up with no enrollment fee. 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.

I agree to the above, and I understand that any enrollment fee will be billed separately from my monthly fee

Please open and read the SLP Wealth tax engagement agreement.

I acknowledge that I/we have accessed, downloaded, or otherwise received in good order the Client Tax Agreement (the "Agreement") hyperlinked above, and I/we agree to be legally bound by such Agreement by my undersigned electronic signature(s).