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.
- Price: $175/month
- Annual 1040 Tax Preparation & Electronic Filing
- Current Year Personalized Tax Plan
- $1M Tax Audit Defense™
- Identity Theft Restoration
- Tax Preparation Accuracy Guarantee
- Silver RECOMMENDED
- Price: $200/month
- All Bronze features plus…
- Annual Schedule C Business Returns
- Business Entity Review and Optimization
- Advanced Tax Strategies
- Quarterly Performance Review
- Price: $275/month
- 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
- 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.
- Payment Method: We accept major credit cards and online payment platforms.
- Automatic Renewal: Your subscription will automatically renew at the end of each billing cycle unless canceled.
- Cancellation: You can cancel your subscription at any time. However, no refunds will be provided for the remaining subscription period.
- Upgrades and Downgrades: You can upgrade or downgrade your subscription plan at any time.
- Non-Transferable: Subscriptions are non-transferable to other clients.
- 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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