Tax solutions tailored for you
Your dedicated tax team
Join individuals and businesses who trust GRIFFIN Tax to get their taxes right.
We’ll work with you to find the solution and price that fits you and your business.
CORE
ESSENTIAL SUPPORT FOR TAX PREPARATION
STARTS AT $35/MO
- Dedicated GRIFFIN Tax Expert
- E-filing & extension filings
- Itemized vs. standard deduction review
- Covers up to 25 stock/ESPPs/cryptocurrency transactions
- Covers W2/Retirement/EIC/CTC/Student loan interest filings
- Covers up to 2 K-1 filings
- MFJ vs. MFS comparison
- Prior year return(s) review
- Secure client portal, electronic signatures, and document scan/storage
- Tax savings review
- Up to 1 Schedule C business
- Email tax advisory support
SELECT
ADDITIONAL SUPPORT FOR HIGH NET WORTH
STARTS AT $75/MO
EVERYTHING IN CORE +
- Covers up to 50 stock/ESPPs/Cryptocurrency transactions
- Additional state/local filings
- Up to 2 Schedule C businesses
- Up to 1 Schedule E rental property
- Tax strategy review +
- Covers up to 4 K-1 filings
- Email & phone tax advisory support
Plus
ADDITIONAL SUPPORT FOR HIGH TOUCH PLANNING
STARTS AT $300/MO
EVERYTHING IN SELECT +
- Unlimited stock/ESPPs/cryptocurrency transactions
- Annual tax plan ($3,000 value)
- Up to 2 Schedule C businesses
- Up to 3 Schedule E rental properties
- Transaction advisory support
- Covers up to 10 K-1 filings
- Unlimited email & phone tax advisory support
- Dedicated GRIFFIN Tax advisor
CORE
Select
Plus
GRIFFIN Tax services
- Dedicated GRIFFIN Tax expert
- Prior year return(s) review
- Secure client portal
- Electronic signatures
- Document scan/storage
Tax services
- Federal personal income tax filing
- State personal income tax filing
- K-1 reporting
- 2
- 4
- 10
- E-filing & extension filing
- Schedule C business
- 1
- 2
- 3
- Schedule E rentals
- 1
- 3
Advisory Services
- Tax savings review
- Tax strategy review
- Tax planning strategies
- Advisory support
- Email & Phone
- Email & Phone & Dedicated Advisor
- Scenario planning & analysis
- Tax plan
Core
GRIFFIN Tax services
- Dedicated GRIFFIN Tax expert
- Prior year return(s) review
- Secure client portal
- Electronic signatures
- Document scan/storage
Tax services
- Federal personal income tax filing
- State personal income tax filing
- K-1 reporting
- 2
- E-filing & extension filing
- Schedule C business
- 1
- Schedule E rentals
Advisory Services
- Tax savings review
- Tax strategy review
- Tax planning strategies
- Advisory support
- Scenario planning & analysis
- Tax plan
Select
GRIFFIN Tax services
- Dedicated GRIFFIN Tax expert
- Prior year return(s) review
- Secure client portal
- Electronic signatures
- Document scan/storage
Tax services
- Federal personal income tax filing
- State personal income tax filing
- K-1 reporting
- 4
- E-filing & extension filing
- Schedule C business
- 2
- Schedule E rentals
- 1
Advisory Services
- Tax savings review
- Tax strategy review
- Tax planning strategies
- Advisory support
- Email & Phone
- Scenario planning & analysis
- Tax plan
Plus
GRIFFIN Tax services
- Dedicated GRIFFIN Tax expert
- Prior year return(s) review
- Secure client portal
- Electronic signatures
- Document scan/storage
Tax services
- Federal personal income tax filing
- State personal income tax filing
- K-1 reporting
- 10
- E-filing & extension filing
- Schedule C business
- 3
- Schedule E rentals
- 3
Advisory Services
- Tax savings review
- Tax strategy review
- Tax planning strategies
- Advisory support
- Email & Phone & Dedicated Advisor
- Scenario planning & analysis
- Tax plan
Your dedicated tax team
Join individuals and businesses who trust GRIFFIN Tax to get their taxes right.
We’ll work with you to find the solution and price that fits you and your business.
CORE
ESSENTIAL SUPPORT FOR TAX PREPARATION
STARTS AT $75/MO
- Federal, state, and local income tax preparation for 1120S/1065/1041/990
- Tax savings review
- K1 preparation for 2 members/partners
- Preparation/filing for up to 2 1099s
- Gross income up to $2M
- Secure client portal, electronic signatures, & original document scan/storage
- Basis support
- Prior year(s) tax return review
- Provide adjusting entries for accountant
- Dedicated GRIFFIN Tax expert
- Email advisory support
SELECT
ADDITIONAL SUPPORT FOR GROWING BUSINESSES
STARTS AT $200/MO
EVERYTHING IN CORE +
- Federal, state, and local income tax preparation for 1120S/1065/1041/990
- Tax strategy review
- K1 preparation for 4 members/partners
- Preparation/filing for up to 5 1099s
- Gross income up to $5M
- Email & phone advisory support
Plus
ADDITIONAL SUPPORT FOR HIGH TOUCH PLANNING
STARTS AT $400/MO
EVERYTHING IN SELECT +
- Federal, state, and local income tax preparation for 1120S/1065/1041/990/1120C
- Business to personal tax planning stategy
- K1 preparation up to 10 members/partners
- Preparation/filing for up to 10 1099s
- Gross income $5M+
- Annual tax plan ($3,000 value)
- Audit support
- Unlimited email & phone advisory support
- Dedicated GRIFFIN Tax advisor
CORE
Select
Plus
GRIFFIN Tax services
- Dedicated GRIFFIN Tax expert
- Prior year return(s) review
- Secure client portal
- Electronic signatures
- Document scan/storage
Tax services
- Federal business income tax filing
- State business income tax filing
- Adjusting journal entries
- K-1 reporting
- 2
- 4
- 10
- K-1 preparation & filings
- 2
- 4
- 10
- E-filing & extension filing
Advisory Services
- Tax savings review
- Tax strategy review
- Tax planning strategies
- Advisory support
- Email & Phone
- Email & Phone & Dedicated Advisor
- Scenario planning & analysis
- Tax plan
Core
GRIFFIN Tax services
- Dedicated GRIFFIN Tax expert
- Prior year return(s) review
- Secure client portal
- Electronic signatures
- Document scan/storage
Tax services
- Federal business income tax filing
- State business income tax filing
- Adjusting journal entries
- K-1 reporting
- 2
- K-1 preparation & filings
- 2
- E-filing & extension filing
Advisory Services
- Tax savings review
- Tax strategy review
- Tax planning strategies
- Advisory support
- Scenario planning & analysis
- Tax plan
Select
GRIFFIN Tax services
- Dedicated GRIFFIN Tax expert
- Prior year return(s) review
- Secure client portal
- Electronic signatures
- Document scan/storage
Tax services
- Federal business income tax filing
- State business income tax filing
- Adjusting journal entries
- K-1 reporting
- 4
- K-1 preparation & filings
- 4
- E-filing & extension filing
Advisory Services
- Tax savings review
- Tax strategy review
- Tax planning strategies
- Advisory support
- Email & Phone
- Scenario planning & analysis
- Tax plan
Plus
GRIFFIN Tax services
- Dedicated GRIFFIN Tax expert
- Prior year return(s) review
- Secure client portal
- Electronic signatures
- Document scan/storage
Tax services
- Federal business income tax filing
- State business income tax filing
- Adjusting journal entries
- K-1 reporting
- 10
- K-1 preparation & filings
- 10
- E-filing & extension filing
Advisory Services
- Tax savings review
- Tax strategy review
- Tax planning strategies
- Advisory support
- Email & Phone & Dedicated Advisor
- Scenario planning & analysis
- Tax plan
Full strategic tax advisory support
Our advisory services include:
For ongoing advisory services
Monthly
Engagement
Ongoing advisory support, dedicated to you and your business. Based on your needs, each month your advisor can:
- Review your financial health and processes
- Maintain and enhance your tax planning strategies
- Transaction advisory
- Review state and local compliance exposures
- Provide recommendations to minimize tax exposures
Annual tax planning & strategies
Comprehensive tax plan tailored to you and your business. Our advisors will analyze your personal and business situation to build a custom tax plan to include multiple tax saving strategies
- Tax plan
- Expert review call
- Implementation support
- Creative strategies
- Support packages included
For annual tax planning
Annual tax plan & advisory support
A tax plan from experts to set the path for the following year. Our advisors will prepare the following:
- Annual tax plan
- Tailored strategies
- Expert review call
- Implementation support
- Support packages included