Tax Services
Prepared. Proactive. Confident.
At Red Letter, we take the stress and uncertainty out of tax season with personalized support and strategic guidance.
From tax preparation to year-round planning, we help you understand your obligations, make informed decisions, and approach your taxes with confidence.
Tax Packages
Compliant
Perfect for simple returns and families who need accurate filing and dependable support.
Includes:
Federal + State tax preparation
We help you organize your documents so your return is accurate and stress-free.
Review meeting
Digital document storage
IRS notice support (initial review + guidance on next steps)
Proactive
Ideal for households with multiple income streams, rentals, or side businesses.
Includes everything in Compliant, plus:
Year-round tax advice
Tax impact estimates
Detailed tax overview report
Strategic
Designed for high-earning families, S-Corp owners, and multi-entity households.
Includes:
Unlimited accounts
Full monthly close
Cash flow forecasting
Monthly review call
Priority support