Beyond Tax Filing:
Year-Round Strategic Support
Membership Advantages
Whether you are looking for a one-time solution or ongoing support, we offer options that can fit your personal or business tax needs. Our A la Carte services are individually priced tax filings or projects billed on an hourly or per incident basis. Dragon Tax's Membership Program is a flat fee turnkey service that includes tax filings, compliance, planning, and consultations. By becoming a member, you will gain access to continuous support throughout the year. This can help you stay organized and proactive with your taxes and finances.
| A La Carte | Membership |
|---|---|
| Client pays for a specific tax service | Client pays for ongoing strategic support |
| Focused on tax preparation and compliance | Tax preparation compliance, planning, and strategy |
| On-demand | Proactive |
| Comply with reporting requirements | Plans for future financial decisions, compliance, and strategy planning |
| Transactional approach | Comprehensive holistic approach |
| Need-based engagement | Continuous year round engagement |
| Compliance focused | Compliance and strategy focused |
| Periodic communication | Proactive customized communication |
| Service upon request | Year-round support |
| Primary goal: accurate filing | Primary goal: long-term financial and tax outcomes |
Benefits
(Additional consultation hours will be billed separately)
Example of a membership package: