Tax & Financial Strategy Pricing – NextGen
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<h1>đź’° Tax & Financial Strategy Pricing for NextGen</h1>
<p>Choose the level of support that maximizes your savings and simplifies your compliance.</p>
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<h2>Tax Preparation</h2>
<p style="min-height: 40px; font-weight: 600;">Compliance Only</p>
<div class="price">Flat Fee</div>
<p style="margin-top: -10px; font-size: 1.1em; color: #333;">Starts at **$150**</p>
<ul class="features-list">
<li>**$150 Flat Fee:** Simple 1040 Personal Returns (lesser complexity)</li>
<li>**$350 Flat Fee:** Simple Business Returns (lesser complexity)</li>
<li>Preparation of various forms and schedules</li>
<li>Secure Digital Document Submission & E-Filing</li>
<li>**No** Ongoing Consultation or Monthly Bookkeeping</li>
</ul>
<a href="[Your Quote Page URL]" class="cta-button">Start My Tax Quote</a>
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<div class="pricing-card highlight">
<h2>Standard</h2>
<p style="min-height: 40px; font-weight: 600;">Filing & Strategy Implementation</p>
<div class="price">$250<small>/mo</small></div>
<p>Billed Monthly or Annually</p>
<ul class="features-list">
<li>Includes everything in Tax Preparation</li>
<li>**Proactive Tax Planning** Session (Quarterly)</li>
<li>Implementing Tax Saving Strategies (Deductions, Credits)</li>
<li>Year-Round Consultation Support</li>
<li>Access to Secure Client Portal</li>
</ul>
<a href="[Your Standard Enrollment URL]" class="cta-button" style="background-color: #1a7e44;">Launch Tax Strategy</a>
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<h2>Pro (Best Value)</h2>
<p style="min-height: 40px; font-weight: 600;">Bookkeeping & Advanced Tax Strategy</p>
<div class="price">$399<small>/mo</small></div>
<p>Billed Monthly or Annually</p>
<ul class="features-list">
<li>Includes everything in the Standard Plan</li>
<li>**Complete Monthly Bookkeeping**</li>
<li>Financial Statements (P&L, Balance Sheet)</li>
<li>Advanced Business Entity Structuring Advice</li>
<li>Budgeting and Cash Flow Analysis</li>
</ul>
<a href="[Your Pro Setup URL]" class="cta-button">Schedule Pro Consultation</a>
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<section id="faq" class="faq-section">
<h2 style="text-align: center; color: #333; margin-bottom: 30px;">âť“ Frequently Asked Questions</h2>
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<strong>Q: What is considered 'lesser complexity' for the flat fees?</strong>
<p style="padding-left: 15px;">A: Lesser complexity typically excludes rental properties, foreign income, or multiple complex investment schedules. We provide a **guaranteed quote** after reviewing your documents to ensure total transparency before any work begins.</p>
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<div class="faq-item" style="margin-bottom: 20px;">
<strong>Q: How often do you handle bookkeeping in the Pro plan?</strong>
<p style="padding-left: 15px;">A: The Pro plan includes comprehensive **monthly bookkeeping**. This ensures your records are always up-to-date, making strategic planning and year-end tax filing seamless and efficient.</p>
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<strong>Q: Do the Standard and Pro plans include the actual tax filing fee?</strong>
<p style="padding-left: 15px;">A: Yes. The monthly retainer fee for both the Standard and Pro plans **includes** all tax preparation and e-filing services (Federal and State) for the current tax year.</p>
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<p>All prices are listed in **USD**. Bookkeeping services are billed on a monthly retainer.</p>
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