-A Better Way To Do Taxes
The IRS is changing the way they do business. Along with constant tax code changes, they will also be outsourcing some of their operations to private companies. This means that they will be taking a more pro-active approach to auditing returns, collecting money and communicating with tax filers year round. The old system of managing your taxes from January to April 15th is becoming obsolete.
We are adapting our tax practice to address current conditions set forth by the IRS and technology. We have implemented our practice to service our clients on a year round basis. For example, employers, government agencies, banks, investment firms, individuals and tax firms make mistakes on their forms and when they do, your tax file needs to be corrected and amended. Tax filers in today’s ever rapid changing environment require year round tax planning and consultations.
Our innovative and modern approach to this change is to offer tax services on a year round basis with a goal of making it affordable for everyone and beating our competitors in services and price
Our basic plan starts at $29*/month or around $360*/annually. The plan not only prepares and files your taxes but also includes:
Identity Theft Protection & Restoration – According to an article in USA Today in 2015 over 700,000 taxpayer’s information was hacked and stolen directly from the IRS system. Every minute, 20 people fall victim to identity theft and your taxes are a target for criminals. The average loss is around $7,700 per individual. This benefit not only protects your identity but also utilizes a network of professionals to restore your identity and this is included as part of our basic plan.
$2500 Towards Any Audit Expense/Fee- Should you be audited, you will receive $2,500 to help pay for any expenses or fees incurred from the audit. This benefit is also part of our basic plan.
Unlimited Free Consultations- during the course of the year, you may find that you need some consultations in regards to your taxes, whether it’s a questions to adjust your W-4 or you received a notice from the IRS. Most tax firms charge between $150-$250/hour for additional consultations, but we offer unlimited free consultations throughout the year as part of our basic plan.
Year-Round Servicing- As the IRS takes a more proactive approach to tax returns, you may find that you could receive notifications, correspondence, or calls from the IRS after April 15th. Most firms again will charge around $150-$250/hour to service your file after April 15th. We will handle all communications from the IRS on your behalf year round. This benefit is included in our basic plan.
A-la Carte Pricing- We do recommend that our customers at least sign-up for our basic subscription plan of $29*/month because of the added benefits and substantial savings, but it is not required. We do offer pay as you go pricing which starts at $150 to prepare and file your basic tax returns but with no added benefits mentioned above.
DACA Financial Group has been in business since 2004 and has been A+ rated business with the BBB for over a decade!
Working with an advisor who is a Better Business Bureau member cannot guarantee investment success or that financial goals will be achieved. Advisors who participate in this program pay a fee for accreditation review/ monitoring. The Better Business Bureau is not affiliated with or endorsed by SagePoint Financial.
Securities and investment advisory services are offered through SagePoint Financial Inc, member FINRA/SIPC https://www.finra.org, https://www.sipc.org , SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SagePoint Financial does not offer tax, mortgage, real estate or legal services
Documents are prepared by DACA Trust Services a subsidiary of DACA Financial Group, a legal document assistant registered in the County of San Diego, Registration #131, expires 4/8/2020 DACA Trust Services is not an attorney or law firm but provides self-help at your direction. Tax Rates is based on basic individual or joint returns, A fee may be assessed for more complicated returns. Fees are subject to change without notice. 12 month contract commitment required. Income Tax Preparation for Single and Joint Filers includes: schedule A, schedule B, schedule 10, 1040ES, 4868, 8283, 8453, 8812, 8867, & applications for automatic extension
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