Your Personal Tax Expert
Year-round support for all your Tax needs. Whether you're self-employed, a business owner, or an investor, Tax Pro+ is the perfect solution.
Discover the Benefits of IOOGO Tax Pro+:
- Personalized Expertise: Get dedicated support from a tax pro who understands your situation and stays updated on tax laws.
- Year-Round Assistance: Enjoy continuous guidance and help with tax questions and planning from your dedicated tax pro.
- Maximized Deductions and Credits: Identify opportunities to reduce taxes by optimizing tax savings with expert advice.
- Stress Reduction: No more last-minute tax rush. You can trust that your taxes are being handled by an experienced professional.
- Audit Protection: Receive expert support in case of an audit, navigating the process confidently.
- Time Savings: Free up valuable time by letting your tax pro handle the complexities of your tax filing.
IOOGO Tax Pro+ is perfect for:
- Self-employed, gig workers, partnerships, and small business owners.
- Investors and digital asset traders seeking expert solutions.
- Any taxpayer valuing personalized support from a tax professional.
We Will Create the Perfect Solution for Your Tax Needs.
Basic Tier
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Ideal for self-employed individuals, freelancers, and contractors with straightforward tax situations
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Monthly tax support and planning
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Assistance with deductions and credits for self-employment income
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Federal and state tax return preparation for one individual
Standard
For individuals with non-basic income *Excluding investments and cryptocurrency
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Suitable for small business owners, partnerships, and investors with moderate tax complexity
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Monthly tax support and planning
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Assistance with deductions and credits for business operations and investments
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Federal and state tax return preparation for one individual and one business entity
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Limited support for multi-state filings
Advanced
For individuals with non-basic income including investments and cryptocurrency
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Designed for taxpayers with complex tax situations, such as multiple income streams, rental properties, or high-value investments
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Monthly tax support and planning
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Comprehensive assistance with deductions, credits, and tax planning strategies
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Federal and state tax return preparation for one individual and up to two business entities
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Support for multi-state filings and additional schedules/forms as needed
Packages starting at
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Monthly tax planning, including tax-saving optimization
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Monthly tax meeting with tax pro
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Monthly tax report
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Tax support
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Individual federal return
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1 state return
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Audit protection
Other available services
Additional Charge:
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Self-employment return and tax planning
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Business entity return and tax planning
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Rental real estate
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Crypto / Stock reporting
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Pass-through income reporting
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Additional state reporting
Entrepreneur
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Ideal for self-employed individuals, freelancers, and contractors with straightforward tax situations
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Monthly tax support and planning
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Assistance with deductions and credits for self-employment income
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Federal and state tax return preparation for one individual
Business
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Suitable for small business owners, partnerships, and investors with moderate tax complexity
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Monthly tax support and planning
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Assistance with deductions and credits for business operations and investments
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Federal and state tax return preparation for one individual and one business entity
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Limited support for multi-state filings
Enterprise
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Designed for taxpayers with complex tax situations, such as multiple income streams, rental properties, or high-value investments
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Monthly tax support and planning
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Comprehensive assistance with deductions, credits, and tax planning strategies
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Federal and state tax return preparation for one individual and up to two business entities
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Support for multi-state filings and additional schedules/forms as needed
Get started with Tax Pro+ and unlock the value of professional tax support.
Basic
For individuals with basic income less than $25,750.
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State Tax
($29.99 per state) -
Add Audit Insurance
(See Below) -
Basic income includes: Wages (W-2), Interest Income (1099-INT), Govt Payments (1099-G), SS Benefits (SSA-1099), Alimony Income, State or Local Tax Refund
IOOGO Tax Pro+ Offer details and disclosures
IOOGO Tax Pro+ is designed to provide personalized tax support for taxpayers with complex tax situations. However, it is important to note that this service is not intended to replace comprehensive accounting services for businesses. To ensure the integrity of our services and prevent misuse, we have established the following terms and limitations:
Scope of Services: IOOGO Tax Pro+ is intended for income tax planning and preparation purposes only. It does not include comprehensive bookkeeping, financial reporting, payroll, or other accounting services. Clients requiring these services should seek a dedicated accountant or bookkeeping service.
Revenue Limitations: IOOGO Tax Pro+ is designed for small businesses, self-employed individuals, and investors with an annual gross income of up to $500,000. Businesses with higher revenues should seek professional tax and accounting services tailored to their specific needs.
Transaction Volume: IOOGO Tax Pro+ clients are limited to a maximum of up to 60 transactions per month for tax-related support. Transaction volume limits are based on service level. Clients with a higher volume of transactions should seek additional accounting support to manage their financial records.
Number of Entities: IOOGO Tax Pro+ Basic service covers tax planning and preparation for a single business entity or self-employed individual. Clients with multiple business entities or complex tax structures will require a higher-tiered service, which will be determined during the free IOOGO Tax Pro+ consultation.
Support: IOOGO Tax Pro+ clients are entitled to a monthly tax consultation and support based on their service level. Additional support may be available for purchase on an as-needed basis. Additional support will be determined before service is provided and an estimate provided to the client for approval.
Geographic Limitations: IOOGO Tax Pro+ services are limited to federal and state income tax planning and preparation within the United States. Clients with international tax obligations or cross-border transactions should seek specialized tax support.
Not a Substitute for Legal Advice: IOOGO Tax Pro+ tax professionals are not licensed attorneys and cannot provide legal advice. Clients requiring legal advice or assistance should consult with a qualified attorney.
By establishing these terms and limitations, we aim to ensure that IOOGO Tax Pro+ remains focused on providing high-quality tax support for eligible clients while preventing misuse of the service. We are committed to delivering exceptional value and support for taxpayers with complex tax situations, helping them navigate tax season with confidence and ease.
IOOGO Tax Pro+ is designed to provide personalized tax support for taxpayers with complex tax situations. However, it is important to note that this service is not intended to replace comprehensive accounting services for businesses. To ensure the integrity of our services and prevent misuse, we have established the following terms and limitations:
Scope of Services: IOOGO Tax Pro+ is intended for income tax planning and preparation purposes only. It does not include comprehensive bookkeeping, financial reporting, payroll, or other accounting services. Clients requiring these services should seek a dedicated accountant or bookkeeping service.
Revenue Limitations: IOOGO Tax Pro+ is designed for small businesses, self-employed individuals, and investors with an annual gross income of up to $500,000. Businesses with higher revenues should seek professional tax and accounting services tailored to their specific needs.
Transaction Volume: IOOGO Tax Pro+ clients are limited to a maximum of up to 60 transactions per month for tax-related support. Transaction volume limits are based on service level. Clients with a higher volume of transactions should seek additional accounting support to manage their financial records.
Number of Entities: IOOGO Tax Pro+ Basic service covers tax planning and preparation for a single business entity or self-employed individual. Clients with multiple business entities or complex tax structures will require a higher-tiered service, which will be determined during the free IOOGO Tax Pro+ consultation.
Support: IOOGO Tax Pro+ clients are entitled to a monthly tax consultation and support based on their service level. Additional support may be available for purchase on an as-needed basis. Additional support will be determined before service is provided and an estimate provided to the client for approval.
Geographic Limitations: IOOGO Tax Pro+ services are limited to federal and state income tax planning and preparation within the United States. Clients with international tax obligations or cross-border transactions should seek specialized tax support.
Not a Substitute for Legal Advice: IOOGO Tax Pro+ tax professionals are not licensed attorneys and cannot provide legal advice. Clients requiring legal advice or assistance should consult with a qualified attorney.
By establishing these terms and limitations, we aim to ensure that IOOGO Tax Pro+ remains focused on providing high-quality tax support for eligible clients while preventing misuse of the service. We are committed to delivering exceptional value and support for taxpayers with complex tax situations, helping them navigate tax season with confidence and ease.
