Tax Services. Simplified.
Whether you’re navigating a complex return, managing a trust, or planning around major life changes, Jefferson Tax provides the clarity and structure you need. We focus on individuals, families, and fiduciaries with layered financial lives—offering preparation, planning, and guidance without unnecessary complexity. The result: accurate filings, forward-looking strategies, and peace of mind.
Service Tiers Built to Match Your Life
Choose the level of support that fits your return, your goals, and your year.
1
Foundations
Core tax preparation for straightforward returns.
Designed for individuals, families, and fiduciaries with uncomplicated filings—W-2 income, minimal deductions, or simple trust activity. Includes accurate preparation of Form 1040 or 1041 and a year-end check-in to confirm filing position.
Best for: Professionals, retirees, or fiduciaries with basic trust or estate returns.
2
Foundations
Plus
Tax preparation with forward-looking projections
Ideal for clients and fiduciaries facing moderate complexity—such as multiple income sources, dependents, trusts with recurring distributions, or early-stage business or rental activity. Includes both mid-year and year-end projections to improve planning and reduce surprises.
Best for: Families, trustees, or early-stage entrepreneurs balancing multiple obligations.
3
Strategic Advisory
Integrated filing and personalized planning.
Built for high earners, multistate filers, business owners, and fiduciaries managing evolving tax matters. Includes comprehensive return preparation (Form 1040 or 1041), plus up to 3 hours of strategic tax planning and advisory support.
Best for: Clients or fiduciaries needing precise, proactive guidance throughout the year.
4
Private
Client
Full-service tax management for complex lives.
Designed for individuals, fiduciaries, and family offices who require full oversight and hands-on collaboration. Includes filing, notice response, advisory access, and ongoing strategy across all entities and trusts.
Best for: Trustees, family office managers, or high-net-worth individuals seeking continuous expert support.
What's Included in Each Tier
Foundations | Foundations Plus | Strategic Advisory | Private Client | |
|---|---|---|---|---|
Form 1040 or 1041 Filing | ✔️ | ✔️
| ✔️ | ✔️ |
Mid-Year Projection | ✔️ | ✔️ | ||
Year-End Projection | ✔️ | ✔️ | ✔️ | |
Tax Advisory Time | 30 minutes | Up to 1 hour | Up to 3 hrs | Up to 10 hrs |
IRS Notice Monitoring | ✔️ | |||
Priority Support | ✔️ |
Focused Tax Solutions for Real-Life Complexity
Individuals & Families
Common Challenges
As income increases and life evolves, tax obligations get more complicated. From equity compensation and rental income to multi-state residency and growing investment portfolios, the traditional once-a-year tax appointment often leaves gaps—and surprises.
How We Help
We help individuals and families simplify complexity with thoughtful, year-round tax support. Whether you’re planning for the future, navigating a major life change, or just want to stop guessing on estimated taxes, we deliver structure, strategy, and peace of mind. Our process emphasizes clarity, communication, and proactive planning—so you can stay on top of your tax life without it becoming a second job.
Recommended Tiers
Most clients in this category benefit from our return preparation and projections, which are provided under the Foundations Plus or Strategic Advisory tiers, depending on the complexity of their income and planning needs. These services include mid-year and year-end projections, integrated advisory time, and clear flat-fee pricing.
Fiduciaries & Family Offices
Common Challenges
Trustees, executors, and family office professionals are often tasked with tax responsibilities they didn’t expect—and that many CPAs don’t fully address. Filing Form 1041, reporting distributions, managing K-1s, and staying compliant with fiduciary duties can feel unclear or overwhelming without the right support.
How We Help
We work closely with fiduciaries and family offices to provide clear, accurate, and compliant tax reporting for estates and trusts. Our team understands the nuances of fiduciary accounting, and we approach each engagement with a focus on stewardship, long-term planning, and technical precision. Whether you’re navigating a complex estate or administering a multigenerational trust, we help you meet your responsibilities confidently.
Recommended Tiers
Most fiduciary clients engage us through our Strategic Advisory or Private Client tiers, which provide structured filing services, responsive support, and integrated tax strategy over time.
Business Owners & Entrepreneurs
Common Challenges
Business ownership often complicates your personal tax return. When income is distributed through S corporations, partnerships, or LLCs, and you’re managing K-1s, quarterly estimates, and shifting cash flow, it’s easy for the individual side to get overlooked—especially by firms focused solely on the business.
How We Help
At Jefferson Tax, we prioritize the personal tax experience for business owners. We ensure that your Form 1040 reflects the full financial picture, and we coordinate with your business CPA to make sure everything aligns. Our planning-first approach helps you make informed decisions, manage cash flow, and avoid costly tax surprises—all with a steady advisor in your corner.
Recommended Tiers
Owners and entrepreneurs typically benefit from our Foundations Plus or Strategic Advisory tiers, which combine hands-on preparation with integrated advisory time and forward-looking strategy.
How It Works
Clear steps. Personalized guidance.
Our integrated process is designed to give you clarity, control, and confidence from the start.
Step 1: Schedule a Call
Start with a conversation.
We start with a brief, no-pressure consultation to understand your tax situation and goals. Whether you’re an individual, business owner, or fiduciary, we’ll help you determine if we are the right fit—and offer actionable next steps, even if we’re not.
Step 2: Receive a Custom Proposal
Clear expectations form day one.
After the consultation, we outline a tailored scope of work—whether it’s a single return, a fiduciary engagement, or ongoing tax strategy. You’ll receive a transparent flat-fee or advisory proposal with no surprises.
Step 3: We Handle the Work
We get to work, so you don't have to.
We collect the right documentation, prepare accurate returns, and deliver proactive tax guidance tailored to your needs. You’ll receive timely updates and clear communication every step of the way.
Step 4: Ongoing Support (If You Need It)
Staying aligned as life evolves.
Our work doesn't stop at filing with our Essentials Plus, Strategic Advisory, or Private Client tiers. We offer ongoing planning, multi-year tax strategy, and annual review packages to keep your tax life aligned with your evolving goals.
Your Questions, Answered.
How is your pricing structured? We offer flat-fee service tiers with clearly defined scope—so you know what you’re paying for and why. No surprise invoices or hidden hourly charges.
Do you work with clients outside of Florida? Yes. Although we are only licensed as a CPA firm in Florida, we can serve clients nationwide, including individuals, fiduciaries, and business owners. Our process is fully remote and secure.
Do you prepare business taxes? Yes. We typically handle returns for small, family-owned entities and have deep experience with partnerships, S corps, and C corps. While our primary focus is on individuals and trusts, we’re happy to coordinate with your existing CPA to ensure everything aligns.
Can I switch to Jefferson Tax mid-year? Absolutely. Many clients join us after the April deadline. We’ll review your filings and help you prepare for what’s ahead.
What’s included in advisory time? Strategy sessions, document review, tax research, communication with other advisors, or general Q&A—it’s your time, used how you need it.
I’m not sure which tier I need. Can you help? Yes. That’s the purpose of our consultation. You’ll leave with clarity, next steps, and a recommendation—no pressure.