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.
Advisory
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
Compliance
“Best for: Those with consistent income and expenses year to year.”
“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
Advisory
“Best for: Business owners, real estate investors, and employees with complex pay.”
“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:”
This Includes:
Dedicated Tax Advisor
Live Tax Appointment
Written Agency Correspondence for that tax year
Email Support
Phone Support
Advisory+
“Best for: Business owners, real estate investors, and employees with complex pay that move fast and frequently want our advisory to aid in decision making.”
“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:”
This Includes:
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.
