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The Milton Tax Membership Plans
The Milton Tax Membership Plans
Our membership program is designed to provide clients with the highest level of value and support in preparing for tax filing. Each plan has been carefully developed to address the diverse needs of both individual and business clients, ensuring that every member receives solutions tailored to their specific circumstances.
By enrolling in one of our membership plans, clients gain access to a structured framework of services that remain valid for the full duration selected. This approach allows for consistency, reliability, and peace of mind throughout the tax preparation process. Our team has invested significant effort into designing memberships that not only simplify compliance but also enhance financial efficiency.
We place great importance on listening to our clients. The feedback we have received over time has been instrumental in refining our offerings, enabling us to deliver programs that truly maximize the value of each client’s investment. Our commitment is to provide a seamless experience that empowers members to approach tax season with confidence, knowing that they are supported by a program built on expertise, trust, and dedication to their success.
3 Year Membership Deluxe!
3 Year Membership Deluxe!
3 Year Plan Whole Household Plan - (Regular Price $1099) Now Available
We will help you file your income tax for 3 years including any tax form needed to file correctly and timely.
Service Plan will cover anyone living in the same billing address and must register at the time of purchase. (Yourself, Spouse, Brother, Sister, The Ex, and more, As long as they live in the same address that the purchaser is living. Subject to address verification)
Service plan includes tax audit assistance and tax amended return assistance.
Complex Situations like Mortgage Tax Forms, or Health Savings Accounts solutions.
Dedicated Client Premier Support, 24 hour client service over the phone, e-mail and chat.
Unlimited Income Tax 1040 reprints
(Optional $50 Monthly) Unlimited storage on our Client Portal, including your own tax information at your fingertips by downloading the client portal app. Unlimited Access to our Client Portal System with Unlimited Storage to our servers for your receipts and expenses that need to be storage
Service includes assisting the client with any tax questions, like filling out a W-4, or assisting with questions regarding the latest tax laws and more.
Personal Receipt Portal to help assist with storing your medical bills, household expenses, or childcare expenses
Only Pay $ 25 processing fee when e-filing at the time of tax completion.
Worry-Free Audit Support
Get your maximum refund!
Final Expert Review before your file is submitted to the IRS!
Option to choose between Live Assisted or Live Assisted Full Service, Either Virtual or in-office assistance.
Limited membership plans are now available. Please give office a call for more information at 714-313-5933
**You can also add business add-on features with our deluxe membership for only $799 more! Contact the billing department to get this add on.
3 Year Plus Membership
3 Year Plus Membership
3 Year Plan - (Regular Price $899.99) RENEWALS ONLY
We will help you file your income tax for 3 years including any form needed to file correctly and timely
Service Plan will only cover purchaser of service plan (Includes Married Filed Jointly) and 1 Extra Person of your Choice
Unlimited Tax Document Reprints
Service includes assisting the client with any tax questions, like filling out a W-4, or assisting with questions regarding the latest tax laws and more.
Only Pay $ 30 processing fee when e-filing at the time of tax completion.
Unlimited Access to Client Portal and Receipt Storage.
Get your maximum refund!
Final Expert Review before your file is submitted to the IRS!
All Live Assisted Service, Virtual Meetings
3 Year Membership (Basic)
3 Year Membership (Basic)
3 Year Plan - (Regular Price $499.99) Now Avaliable
We will help you file your income tax for 3 years including any form needed to file correctly and timely
Service Plan will only cover purchaser of service plan (Includes Married Filed Jointly)
2 Income Tax 1040 reprints
Only Pay $ 35 processing fee when e-filing at the time of tax completion.
Final Expert Review before your file is submitted to the IRS!
All Live Assisted Service 2 Service Calls per year!
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