Individual
At Blossom Wealth Co., we offer a range of personalized financial services designed to help you navigate your financial journey with confidence and ease. Whether you're preparing for tax season, seeking advice on personal finance strategies, or starting that side hustle, Blossom Wealth Co. is here to provide you with the expert guidance and support you need. Let us help you cultivate a thriving financial future, one step at a time.
Basic
“Show me the Money!”
Ideal for individuals looking for straightforward tax preparation and filing services who receive a w2
What We Offer:
1. Tax Preparation: We help you fill out and submit your federal and state tax returns.
2. Faster Refunds: We file your taxes electronically so you can get your refund quicker.
3. Tax Compliance: We make sure your taxes follow the current rules and regulations, which can change often.
4. Audit Support: If the IRS or state tax agency checks your taxes, we help you prepare the necessary documents and respond to their questions.
5. Consultation and Support:
- Annual Tax Consultation: You get up to 1 hour of help each year to discuss your taxes.
- Email Support: You can email us with basic tax questions anytime.
Inclusive
“This is All That!”
This package offers more detailed planning and personalized support for your personal or family taxes.
What’s Included:
1. All Basic Tax Services +
2. Additional Features:
- Advanced Preparation: We handle taxes for multiple states and complex situations (like investments or stock options).
- Tax Planning: We help you plan ahead to reduce your tax bill, including a mid-year review and adjustments.
- Deductions and Credits: We find and maximize all the deductions and credits you’re eligible for.
- Extended Consultation and Support:
- You get up to 2 hours of tax advice each year.
- Priority email and phone support for quicker help.
Basic
“Show me the Money!”
This package offers more detailed planning and personalized support for your personal or family taxes.
What’s Included:
1. All Basic Tax Services:
+
2. Additional Features:
- Advanced Preparation: We handle taxes for multiple states and complex situations (like investments or stock options).
- Tax Planning: We help you plan ahead to reduce your tax bill, including a mid-year review and adjustments.
- Deductions and Credits: We find and maximize all the deductions and credits you’re eligible for.
- Extended Consultation and Support:
- You get up to 2 hours of tax advice each year.
- Priority email and phone support for quicker help.
