Year-round tax support,
built around your situation.
Tax strategy isn't a once-a-year conversation. Every client at Wipperling Tax Advisory works with me on a monthly retainer — so instead of scrambling at tax time, we're planning ahead, catching things early, and making sure you're never caught off guard. All engagements are custom quoted based on your specific situation. I work virtually with clients across all 50 states.
Essentials
Starting at $200/month
For freelancers and early-stage business owners who need organized, year-round tax support without the complexity of a full strategy engagement.
Federal + one state tax return
Quarterly estimated tax calculations
Annual virtual planning meeting
Unlimited questions within scope
24–48 business hour response time
Proactive tax law notifications
IRS/state notice response (up to 1/yr)
Secure client portal access
No onboarding fee.
Advisory
Starting at $350/month
For established business owners who are ready to stop reacting to their tax bill and start planning around it. This is where the relationship shifts from compliance to strategy — with a Tax Strategy Plan at onboarding, regular planning meetings, and a partner who knows your situation year-round.
Federal + one state tax return
Quarterly estimated tax calculations
3 virtual planning meetings/yr
Tax Strategy Plan at onboarding
Unlimited questions within scope
24–48 business hour response time
Proactive tax law notifications + personalized impact summary
IRS/state notice response (up to 3/yr)
Audit representation (up to 3 hrs/yr)
Secure client portal access
Onboarding fee: custom quoted, starting at $750.
Strategic
Starting at $500/month
For high-income professionals and business owners with complexity who need more than a return and a quarterly check-in. This engagement is built for clients with moving parts — entity structure, investment income, coordination with a financial advisor or estate team — who want a tax advisor who's actively thinking about their situation, not just responding to it.
Federal + one state tax return
Quarterly estimated tax calculations
3 virtual planning meetings/yr
Year-end deep-dive planning session
Tax Strategy Plan at onboarding
Unlimited questions within scope
24–48 business hour response time
Proactive tax law notifications + personalized impact summary
IRS/state notice response (up to 3/yr)
Audit representation (up to 5 hrs/yr)
Financial advisor/estate team coordination
Secure client portal access
Onboarding fee: custom quoted, starting at $750.
Bookkeeping, payroll, additional state returns, amended returns, and other projects available as add-ons, quoted separately. All add-on work is discussed before it begins.