At Jerry Withers & Associates, we believe in building strong and lasting relationships with our valued clients. That’s why we offer a variety of subscription plans designed to cater to different relationship needs. Whether you’re looking for an annual engagement or year-round support, we have a pricing plan that’s perfect for you.

À la carte pricing for tax compliance and advisory is also available starting at $185 and is determined solely by the level of complexity of the work involved.

Subscription Plans

  1. Bronze
    • Price: $175/month
    • Features:
        • Annual 1040 Tax Preparation & Electronic Filing
        • Current Year Personalized Tax Plan
        • $1M Tax Audit Defense™
        • Identity Theft Restoration
        • Tax Preparation Accuracy Guarantee
    • Price: $200/month
    • Features:
      • All Bronze features plus…
      • Annual Schedule C Business Returns
      • Business Entity Review and Optimization
      • Advanced Tax Strategies
      • Quarterly Performance Review
  3. Gold
    • Price: $275/month
    • Features:
      • All Silver features plus…
      • Retirement Plan Review
      • Annual 1120 Business Returns
      • Unlimited Tax Scenarios and Strategies
      • Unlimited E-mail & Chat Support

Subscription Terms and Conditions

  1. Billing Cycle: All subscriptions are billed on a monthly basis. A deposit may be required for certain periods of the year. An additional $175/month will be added for every $500,000 in assets.
  2. Payment Method: We accept major credit cards and online payment platforms.
  3. Automatic Renewal: Your subscription will automatically renew at the end of each billing cycle unless canceled.
  4. Cancellation: You can cancel your subscription at any time. However, no refunds will be provided for the remaining subscription period.
  5. Upgrades and Downgrades: You can upgrade or downgrade your subscription plan at any time.
  6. Non-Transferable: Subscriptions are non-transferable to other clients.
  7. Pricing Changes: We reserve the right to modify the pricing of our subscription plans. However, any changes will be communicated in advance.

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