We’ve created scalable tax & accounting packages designed to grow with your practice.
All plans begin with a one-time $4,950 Tax Plan Design to build your personalized tax strategy and ensure ROI.
One-time investment of $4,950 for Tax Plan Design to build your personalized tax strategy and ensure ROI. Backed by the MedTax ROI guarantee.
Live strategy meetings to review current numbers, explore tax-saving opportunities, and model rough scenarios.
Annual
Semi-Annual
Year-Round
Includes polished tax projection reports following your Strategy Sessions (plus additional updates depending on your plan).
1
3 (incl. 2 semi-annual + 1 update)
Year-Round
For mid-year changes or new circumstances, additional updates to your Tax Projection are available between scheduled sessions. Most updates require 2–3 hours to complete, depending on complexity. A 2-hour minimum applies to all Essentials updates.
$400/hr (2-hour minimum)
1 included per year
Unlimited
Track your tax strategy’s performance, savings, and ROI in real time.
Advisory access is subject to fair use policy; strategic tax planning and scenario modeling are conducted during Tax Planning Meetings or scheduled meetings
Email + Portal Chat
Video Conferencing Link
Phone, Texting, Video
Within 5 business days
Within 72 hours
Within 24 hours
Essential service for Active Entities (businesses with 1099 income, high transaction volume, or their own tax return). Ensures your books are properly categorized, reconciled, and reviewed by a CPA (every 4 months) to support tax strategy—whether we manage them directly or review your bookkeeper’s work.
✅ Includes QuickBooks Online subscription.
+ $245/mo
Owner W-2 included
$85/form
5 forms
10 forms
Essentials and Pro clients must maintain their own Gusto subscription (we manage payroll on your platform). Elite includes an owner-level Gusto subscription.
Bookkeeping, Payroll, etc.
Basic protection: up to 2 notice responses + 2 hours audit representation.
Enhanced coverage: IRS monitoring, up to 4 notice responses, and 4 hours of audit representation.
Full protection: IRS monitoring, up to 6 notice responses, and 6 hours of audit representation for maximum peace of mind.
(one-time investment)
(one-time investment)
(one-time investment)
90-minute strategy deep dive with live scenario modeling (income levels, deductions, tax liability).
60-minute review & delivery
45-minute post-plan implementation review
To identify missed opportunities
Retirement plan strategy + compensation benchmarking
Guaranteed 2x Return On Investment
+ $1,250
+ $1,250
+ $1,250
+ $1,950
+ $1,950
+ $1,950
+ $1,850
+ $1,850
+ $1,850
+ $1,750
+ $1,750
+ $1,750
+ $1,150
+ $1,150
+ $1,150
Annual Pre-Pay Discount
We offer three tiers of tax support to meet you exactly where you are – whether you’re managing simple rental properties, running a full–fledged practice, or somewhere in between.
For Simpler Setups
For Growing or More Complex Business
For High-Touch, Year-Round Strategy
Essentials is designed for high-earning individuals who need strategic tax planning and preparation without complex business needs. It’s ideal if you:
✔️ Example clients: High-income W-2 earners with side (1099) income, investors
Elite is our concierge service, limited to 25 clients. It’s perfect if you:
✔️ Example clients: CEOs, high-net-worth entrepreneurs, multi-entity owners who want a white-glove experience.
We recommend starting with a Discovery Call. We’ll review your income sources, business activity, and goals to recommend the tier that best fits your situation.
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MedTax™ is a service of Mizzen Tax and Accounting LLC. All rights reserved.
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