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 $1,695
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)
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)
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