our services

Whether you need services only one time a year or consultations and planning year-round, Assist is here to help!

Full Service Client

$34 monthly service fee, includes:

  • $300 Federal tax return base fee waived (state return fee not included)
  • Tax planning
    • Structure salary to minimize taxes
    • Tax estimates
  • Budgeting & filing quarterly estimates to IRS
  • Housing allowance set-up
  • Full-time resource for tax questions
Learn More

Once a Year Client

  • Discounts for new clients
  • Ministers Federal Tax Return base fee- $300
  • State Returns- $40

Other Services

  • Social Security Exemption (Form 4361)- $100
  • Life & Disability Insurance

Ready to get started? Request our Fact Finder Form!

Type your message here.