We provide streamlined, simple compliance services for professionals at every level.
Choose the package best suited to you.
Compliance
I need basic tax preparation services.
Advisor
I need the support of a dedicated advisor.
Advisory+
I need concierge tax services and planning to keep me on track.
Your taxes don’t need to be stressful.
At Encurio, we believe in giving every client the support they need. Whether you need basic tax preparation or you need higher level strategy, we are here to help.
Choose the service level that keeps you in compliance and helps you thrive.
How We Help
It’s Simple
- Step 1: Meet with your advisor to discuss changes in your life, business, and any upcoming plans that may impact your taxes.
- Step 2: Move forward knowing that there are no surprises waiting for you at tax time.
Compliance
The “no frills” choice. If you don’t expect to need email, phone support, or planning, this option is for you! Stay in compliance and save the time of a traditional tax appointment with a video recap of your return to keep you in the loop.
This Includes:
Tax Return Preparation
E-File (IRS & all applicable states)
Video Recap of Return
Best for: Those with consistent income and expenses year to year.
Advisory
The Gold Standard. We recommend Advisory for most clients. At this level, expect a higher level of support including a dedicated advisor, phone and email support, and a traditional tax appointment to answer all your question.
At this level, you will receive everything included in the Compliance package as well as:
Dedicated Tax Advisor
Live Tax Appointment
Written Agency Correspondence for that tax year
Email Support
Phone Support
Advisory+
Our premium package. This level is ideal for those looking for the highest-touch service Encurio provides. With tax planning included, clients who choose this package can expect assistance beyond compliance filings, including a tax-centric review of equity contracts, mergers and acquisitions, and beyond.
Advisory+ includes everything from our Advisory package PLUS concierge services including:
Handling tax return payments with the filing of your return, taking the burden off of your plate
Extension voucher calculation
Audit coverage - eight hours of representation for the tax years prepared at this service level
A Tax Strategy & Planning Session to prepare you for the year ahead
Escape the stress of tax season
Get in touch with us to get the support you deserve.”
