Independent Insurance Agent Academy, LLC
Where you truly are independent.

Tax Packages

Work directly with a licensed and experienced accountant throughout the year.

Stay up-to-date and avoid surprises with your tax returns. The following packages offer tax planning, advice, and management ALL year, opposed to filing returns after the fact. Businesses can rest assured that they are compliant with payroll taxes and estimated tax payments. And the best part? Monthly payments are applied toward the tax return filing fees. For example, if you pay monthly throughout the entire year, the cost of your tax return will be covered.

Get immediate help with situations such as:

  • Big financial decisions
  • IRA withdrawals to pay off home loans
  • Hardship withdrawals
  • Changes in filing status (divorce, spousal death, etc)
  • Quarterly payment adjustments based on real time business income
  • Special circumstances (grants, loans, government assistance programs)
  • Non USA citizen assistance (tax payer identification number)

One low monthly fee, applied to tax return filing fees!


Basic Tax Plan: $18 per month
Federal and state tax preparation, 2 W-2's, 2 1099 (excludes C,E,F), 15 minutes of consulting time with CPA throughout the year. Monthly fees applied to tax return filing fee.


Deluxe Tax Plan: $27 per month
Basic Tax Plan, schedule C, earned income credit, child tax credit, and 60 minutes of consulting time with CPA throughout the year. Monthly fees applied to tax return filing fee.


Small Business Plan: $36 per month
Basic and Deluxe plans, 120 minutes of consulting time with CPA throughout the year (includes hobby farms, business advice, strategic planning, tax savings recommendations, money savings options). Monthly fees applied to tax return filing fee.


Corporate Business Solutions Plan: $46 per month
Basic, Deluxe, and Business Owners plans, multiple business partners, S-Corps, C-Corps, and large farming operations, 30 minutes of consulting time with CPA each quarter, in person or via computer share. Monthly fees applied to tax return filing fee.


- Plans may be initiated at any point during the year.
- There is no contract; plan participants must provide 30-day written notice required prior to cancelling.

Contact us to get started:

Get Started Today!

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