Individual Tax Services
Professional Support Beyond Tax Season
At Paladines Advisory Group, we provide accurate tax preparation, proactive planning, and year-round guidance to help individuals stay organized, informed, and confident in their financial decisions.
Whether you have a straightforward return or a more complex financial picture involving investments, rental properties, multiple states, trusts, or estates, our team is here to provide the personalized support you need.
Our Services Are For You If...
You want a tax professional who understands your financial history and long-term goals.
Your tax situation includes investments, rental properties, multiple states, business income, trusts, estates, or other complexities.
You are looking for more than a once-a-year tax filing experience and want ongoing guidance throughout the year.
Choose Your Service Tier
Find the Level of Support That Fits Your Needs
Every client’s situation is different. Our service tiers are designed to provide flexible options based on the complexity of your return, planning needs, and level of support.
Pricing may vary depending on your financial situation, required filings, and additional services needed.
Bronze
Starting at $1,500/year
Designed for individuals looking for professional preparation and clear communication during tax season.
Includes:
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Tax Roadmap designed to help guide your year with greater clarity
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Annual federal and state tax return preparation and filing
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Estimated tax calculations and payment vouchers prepared with your tax return
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Live meeting to review and discuss your tax return results
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W-4 withholding review with personalized recommendations
Best for:
Individuals who need reliable tax preparation with professional support.
Silver
Starting at $2,000/year
Designed for individuals with additional tax considerations who want proactive support beyond filing.
Includes everything in Bronze, plus:
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Notice Management — Power of Attorney on file with the IRS to help monitor potential notices
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Mid-year update to your estimated tax calculations
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Two formal consultations per year for additional tax guidance
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Streamlined installment agreement setup, if needed
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Informal check-ins throughout the year
Best for:
Individuals who want a more proactive approach to managing their tax situation.
Gold
Starting at $3,000/year
Designed for individuals with more complex financial situations who benefit from ongoing communication and strategic guidance.
Includes everything in Silver, plus:
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Up to two tax plans per year
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Quarterly updates to estimated tax calculations
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Assistance submitting estimated tax payments
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We can submit payments on your behalf with your approval
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Up to six consultations per year for ongoing tax guidance
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Two-business-day response time to emails
Best for:
Individuals looking for a long-term tax advisor and year-round financial guidance.
Working With Us
A Relationship-Based Approach to Tax Support
At Paladines Advisory Group, our goal is to be a trusted resource you can turn to, not just someone you hear from once a year.
We take the time to understand your situation, answer your questions, and provide practical guidance designed around your needs.
Support for More Complex Tax Situations
Guidance When Your Financial Life Becomes More Detailed
As your life changes, your taxes often become more complicated. Our team provides knowledgeable support for situations involving:
Rental Properties
Business Ownership
Investment Income
Trust Tax Returns
Multiple State Filings
Estate Tax Returns
Self-Employment Income
IRS and State Notices
For Individuals