From Tax Savings to Legacy Building
Helping Families Plan for the Future
Amanda Luke, CPA PLLC specializes in proactive planning to help minimize risk, maximize savings, and achieve your long-term goals with offerings designed to meet your needs. Explore offerings below to find the package that best suits you!
NEW CLIENT PROCESS
Frequently Asked Questions
The Basic Package is designed for those who are just looking for annual compliance work and do not need any ongoing assistance or planning.
The Premium Package is designed for those who need annual compliance and need additional ongoing tax planning support. You most likely already have a tax plan in place but as things change, your plan may need to change as well. You also anticipate having questions that arise throughout the year that need to be addressed promptly.
The Elite Package is designed for those who need hands-on support. Your situation may be constantly evolving or you just recently had a significant change and need advanced tax support. You have regular questions and a regular need to meet either with me or your whole team to make ongoing decisions. You also need annual compliance work completed.
Note that there is limited capacity at each level. If capacity is met, you can join a waitlist.The cost of each package varies based on your unique situation. We will discuss the fees of each package in our proposal meeting. The price structure will be transparent to you and you will not get any surprise bills. There is an initial onboarding fee which includes initial planning, document gathering and review, tax research, a welcome packet, and an onboarding meeting.
Basic Package: Payment is due upfront at the start of the annual engagement.
Premium Package: Billed monthly through automatic billing. A 5% discount is available if paid upfront.
Elite Package: Billed monthly through automatic billing. A 5% discount is available if paid upfront.
Form 1040, Form 1041, Form 5227, Form 709, Form 1065, Form 1120S, Form 1120, Form 990-PF, Form 990, and Form 990-T.
TAX PACKAGES
Annual tax compliance and ongoing tax advisory is provided through an annual maintenance package described below. For any new clients, there is a one-time onboarding fee that is a custom quote. This would include a welcome package, review of prior year tax returns, review of entity/family structure, review of organizational documents, and an onboarding meeting. For new clients, the Premium and Elite packages will also include an initial planning meeting and a customized tax plan with implementation support. There will be an additional fee for the details and implementation of the plan.
PACKAGES | BASIC | PREMIUM | ELITE |
|---|---|---|---|
One-Time Onboarding Fee | ✓ | ✓ | ✓ |
Preparation of Federal and State Tax Returns | ✓ | ✓ | ✓ |
Tax Document Delivery Format | Portal Only | Portal or Mail | Portal, Mail, or Pick Up Service (In New Hanover County) |
Tax Return Guarantee by Initial Filing Deadline | Firm's Discretion | If all information received by communicated deadline | If all information received by communicated deadline |
Video Review of Tax Return | ✓ | ✓ | ✓ |
Meeting Review of Tax Return | ✓ | ||
Paper Copy of Tax Return, If Requested | ✓ | ||
Handling IRS and State Notices (Up to 3 Years – Statute of Limitations) | ✓ | ✓ | |
Tax Estimates | Annual (Prior Year Safe Harbor Only) | Quarterly | Unlimited |
Tax Estimate Reminders Via Email | ✓ | ✓ | |
Tax Strategy Meetings | Bi-Annually | Unlimited | |
Planning Meetings with Your Financial and Estate Team | Unlimited | ||
Use of the Secure Online Cloud Portal for Uploading and Downloading Documents and E-Signature | ✓ | ✓ | ✓ |
Access to My Monthly Newsletter | ✓ | ✓ | ✓ |
News Alerts for Updates to Federal Tax Changes | ✓ | ✓ | |
Ongoing Email / Phone Communication Support | Response Time of 3 Business Days | Response Time of 1 Business Day | |
Amended Returns and Back Work | Quoted Separately | Quoted Separately | Quoted Separately |
Bookkeeping Clean Up | Quoted Separately | Quoted Separately | Quoted Separately |
PACKAGES | BASIC | PREMIUM | ELITE |
|---|---|---|---|
One-Time Onboarding Fee | ✓ | ✓ | ✓ |
Preparation of Federal and State Tax Returns | ✓ | ✓ | ✓ |
Tax Document Delivery Format | Portal Only | Portal or Mail | Portal, Mail, or Pick Up Service (In New Hanover County) |
Tax Return Guarantee by Initial Filing Deadline | Firm's Discretion | If all information received by communicated deadline | If all information received by communicated deadline |
Video Review of Tax Return | ✓ | ✓ | ✓ |
Meeting Review of Tax Return | ✓ | ||
Paper Copy of Tax Return, If Requested | ✓ | ||
Handling IRS and State Notices (Up to 3 Years – Statute of Limitations) | ✓ | ✓ | |
Tax Estimates | Annual (Prior Year Safe Harbor Only) | Quarterly | Unlimited |
Tax Estimate Reminders Via Email | ✓ | ✓ | |
Tax Strategy Meetings | Bi-Annually | Unlimited | |
Planning Meetings with Your Financial and Estate Team | Unlimited | ||
Use of the Secure Online Cloud Portal for Uploading and Downloading Documents and E-Signature | ✓ | ✓ | ✓ |
Access to My Monthly Newsletter | ✓ | ✓ | ✓ |
News Alerts for Updates to Federal Tax Changes | ✓ | ✓ | |
Ongoing Email / Phone Communication Support | Response Time of 3 Business Days | Response Time of 1 Business Day | |
Amended Returns and Back Work | Quoted Separately | Quoted Separately | Quoted Separately |
Bookkeeping Clean Up | Quoted Separately | Quoted Separately | Quoted Separately |
Basic Package
-
One Time Onboarding Fee
-
Preparation of Federal and State Tax Returns
-
Tax document Delivery in Portal Only
-
Tax Return Guarantee by Filing Deadline at the Firm’s Discretion
-
Video Review of Tax Return
-
Annual Tax Estimates (Prior Year Safe Harbor Only)
-
Use of the Secure Online Cloud Portal for Uploading and Downloading Documents and E-Signature
-
Access to My Monthly Newsletter
-
Amended Returns and Back Work Quoted Separately
-
Bookkeeping Clean Up Quoted Separately
Premium Package
-
Everything Included in Basic Package, Plus…
-
Tax document Delivery in Portal OR Mail
-
Tax Return Guarantee by Filing Deadline If All Information Received by Communicated Deadline
-
Handling IRS and State Notices (Up to 3 Years – Statute of Limitations)
-
Quarterly Tax Estimates
-
Tax Estimate Reminders via Email
-
Bi-Annual Tax Strategy Meetings
-
News Alerts for Updates to Federal Tax Changes
-
Ongoing Email / Phone Communication Support with a 3 Business Day Response Time
Elite Package
-
Everything Included in Premium Package, Plus…
-
Tax document Delivery in Portal, Mail OR Pick Up Service if in New Hanover County
-
Meeting Review of Tax Return
-
Paper Copy of Tax Return, if Requested
-
Unlimited Tax Strategy Meetings
-
Unlimited Tax Estimates
-
Unlimited Planning Meetings with Your Financial and Estate Team
-
Ongoing Email / Phone Communication Support with a 1 Business Day Response Time
Basic Package
-
One Time Onboarding Fee
-
Preparation of Federal and State Tax Returns
-
Tax document Delivery in Portal Only
-
Tax Return Guarantee by Filing Deadline at the Firm’s Discretion
-
Video Review of Tax Return
-
Annual Tax Estimates (Prior Year Safe Harbor Only)
-
Use of the Secure Online Cloud Portal for Uploading and Downloading Documents and E-Signature
-
Access to My Monthly Newsletter
-
Amended Returns and Back Work Quoted Separately
-
Bookkeeping Clean Up Quoted Separately
Premium Package
-
Everything Included in Basic Package, Plus…
-
Tax document Delivery in Portal OR Mail
-
Tax Return Guarantee by Filing Deadline If All Information Received by Communicated Deadline
-
Handling IRS and State Notices (Up to 3 Years – Statute of Limitations)
-
Quarterly Tax Estimates
-
Tax Estimate Reminders via Email
-
Bi-Annual Tax Strategy Meetings
-
News Alerts for Updates to Federal Tax Changes
-
Ongoing Email / Phone Communication Support with a 3 Business Day Response Time
Elite Package
-
Everything Included in Premium Package, Plus…
-
Tax document Delivery in Portal, Mail OR Pick Up Service if in New Hanover County
-
Meeting Review of Tax Return
-
Paper Copy of Tax Return, if Requested
-
Unlimited Tax Estimates
-
Unlimited Planning Meetings with Your Financial and Estate Team
-
Ongoing Email / Phone Communication Support with a 1 Business Day Response Time
PACKAGES | BASIC | PREMIUM | ELITE |
|---|---|---|---|
One-Time Onboarding Fee | ✓ | ✓ | ✓ |
Preparation of Federal and State Tax Returns | ✓ | ✓ | ✓ |
Tax Document Delivery Format | Portal Only | Portal or Mail | Portal, Mail, or Pick Up Service (In New Hanover County) |
Tax Return Guarantee by Initial Filing Deadline | Firm's Discretion | If all information received by communicated deadline | If all information received by communicated deadline |
Video Review of Tax Return | ✓ | ✓ | ✓ |
Meeting Review of Tax Return | ✓ | ||
Paper Copy of Tax Return, If Requested | ✓ | ||
Handling IRS and State Notices (Up to 3 Years – Statute of Limitations) | ✓ | ✓ | |
Tax Estimates | Annual (Prior Year Safe Harbor Only) | Quarterly | Unlimited |
Tax Estimate Reminders Via Email | ✓ | ✓ | |
Tax Strategy Meetings | Bi-Annually | Unlimited | |
Planning Meetings with Your Financial and Estate Team | Unlimited | ||
Use of the Secure Online Cloud Portal for Uploading and Downloading Documents and E-Signature | ✓ | ✓ | ✓ |
Access to My Monthly Newsletter | ✓ | ✓ | ✓ |
News Alerts for Updates to Federal Tax Changes | ✓ | ✓ | |
Ongoing Email / Phone Communication Support | Response Time of 3 Business Days | Response Time of 1 Business Day | |
Amended Returns and Back Work | Quoted Separately | Quoted Separately | Quoted Separately |
Bookkeeping Clean Up | Quoted Separately | Quoted Separately | Quoted Separately |
TAX PACKAGES
Annual tax compliance and ongoing tax advisory is provided through an annual maintenance package described below. For any new clients, there is a one-time onboarding fee that is a custom quote. This would include a welcome package, review of prior year tax returns, review of entity/family structure, review of organizational documents, and an onboarding meeting. For new clients, the Premium and Elite packages will also include an initial planning meeting and a customized tax plan with implementation support. There will be an additional fee for the details and implementation of the plan.
PACKAGES | BASIC | PREMIUM | ELITE |
|---|---|---|---|
One-Time Onboarding Fee | ✓ | ✓ | ✓ |
Preparation of Federal and State Tax Returns | ✓ | ✓ | ✓ |
Tax Document Delivery Format | Portal Only | Portal or Mail | Portal, Mail, or Pick Up Service (In New Hanover County) |
Tax Return Guarantee by Initial Filing Deadline | Firm's Discretion | If all information received by communicated deadline | If all information received by communicated deadline |
Video Review of Tax Return | ✓ | ✓ | ✓ |
Meeting Review of Tax Return | ✓ | ||
Paper Copy of Tax Return, If Requested | ✓ | ||
Handling IRS and State Notices (Up to 3 Years – Statute of Limitations) | ✓ | ✓ | |
Tax Estimates | Annual (Prior Year Safe Harbor Only) | Quarterly | Unlimited |
Tax Estimate Reminders Via Email | ✓ | ✓ | |
Tax Strategy Meetings | Bi-Annually | Unlimited | |
Planning Meetings with Your Financial and Estate Team | Unlimited | ||
Use of the Secure Online Cloud Portal for Uploading and Downloading Documents and E-Signature | ✓ | ✓ | ✓ |
Access to My Monthly Newsletter | ✓ | ✓ | ✓ |
News Alerts for Updates to Federal Tax Changes | ✓ | ✓ | |
Ongoing Email / Phone Communication Support | Response Time of 3 Business Days | Response Time of 1 Business Day | |
Amended Returns and Back Work | Quoted Separately | Quoted Separately | Quoted Separately |
Bookkeeping Clean Up | Quoted Separately | Quoted Separately | Quoted Separately |