TaxIQ Select
Tax Services, Your Way.
TaxIQ Select is a flexible, Ã la carte approach to professional tax services. Instead of purchasing a comprehensive package, clients select individual services based on their needs. Some clients may only need tax return preparation; others may want an additional review, targeted tax research, or advice on specific situations. TaxIQ Select lets them customize their experience without paying for services they don't need.
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TaxIQ Select is built around flexibility, transparency, and personalized service. It represents a fundamental shift from traditional tax engagement models by placing you in full control of your professional tax needs.
What Is TaxIQ Select?
Instead of enrolling in an ongoing or comprehensive planning engagement, you can select individual tax services as you need them. You get access to professional tax expertise while maintaining transparency over your costs and the services you receive.
Who Is TaxIQ Select For?
Straightforward Tax Filers
Individuals and families who primarily need reliable, professional income tax return preparation.
Clients Looking for Additional Insight
People who want their previous tax returns reviewed, want to identify overlooked opportunities, or have questions about their tax situation.
Those With Specific Tax Questions
Individuals who need focused tax research, guidance, or assistance with a particular tax concern without purchasing a comprehensive planning package.
How TaxIQ Select Works
1
Explore Your Options
Browse our available tax preparation, review, and advisory services.
2
Build Your Package
Select the services you want and add them to your service cart. Review your selections and estimated total.
3
Receive Your Invoice
Submit your request. Our team reviews your selections, confirms services, and sends you an invoice.
4
Get Started
Sign your engagement agreement and pay your invoice in our secure client portal, then upload your tax documents.