Service Packages Built for You

Whether you are an individual or small business, Sherwood Tax offers service levels and pricing to match your unique needs.

Bronze Package

Annual Fee Starting at $1,995

  • Federal & State Tax Return

  • Current Year Estimates prepared with return

  • Use of new, easier to use Sherwood Tax "SafeSend" portal

  • Electronic signatures via DocuSign for paperless delivery (no need to come into the office if you don't want to!)

  • Standard email response time (up to 3 business days)

  • Return delivery explanation done via Loom (recorded)

  • Mid Year Update

Silver Package

Annual Fee Starting at $2,695

Everything in the Bronze Package, plus:

  • Power of Attorney on file for responding to IRS correspondence

  • Mid-year update to estimated taxes

  • Faster email response times

  • In-person meeting at return delivery for questions & overview (if desired—not required)

  • 2 Planning Meetings

Gold Package

Annual Fee Starting at $4,195

Everything in the Bronze & Silver Packages, plus:

  • Concierge document-gathering assistance

  • Update to estimated taxes quarterly

  • Year-end coordination with financial planner for tax-saving strategies

  • Top-tier customer service responses within one business day

 

Business Packages

Quoted Individually

 

Each business client will be provided with a custom quote

  • Bi-annual, quarterly, or monthly tax planning; systems help; or other tax and business advisory services

  • An annual customized “tax road map” outlining all your tax obligations and timing for the year so there are no surprises or deadlines that sneak up on you

  • A dedicated client service manager and ad-hoc support when questions come up throughout the year

  • Concierge service to assist with document gathering