Jansen & Company Services

We Make Your Taxes Our Priority

For Your Peace of Mind

Filing your taxes is just the start. Adding personalized guidance from a tax professional can help you maximize savings, minimize surprises and make informed financial decisions.

Jansen & Company CPAs provides comprehensive tax assistance for our individual tax clients.

Tiered Support

We understand everyone’s goals are unique. That’s why we offer three levels of tax support.

BRONZE

Focus On Compliance

Do you need expert help filing your tax return?

Our Bronze Package keeps it simple. Let our professional tax team prepare and file your return while you focus on gathering your documents. Add extra services anytime you need them.

  • Individual tax return preparation
  • À la carte services available on request
  • Consulting and planning services subject to availability

Investment

Every tax return is different, so our fees reflect your return’s unique complexity, the time we dedicate to it, and the time we spend with you.

Even a “straightforward” return may require extra help to organize documents, while a well-prepared return with multiple factors may reduce preparation time. We offer competitive, reasonable fees for comprehensive, valuable service.

Base Fee Structure

These ranges assume your data is complete and organized and you respond promptly to additional requests. Meetings and correspondence unrelated to tax preparation are billed separately.

  • $750 Minimum—Straightforward returns
  • $750–$1,200—Returns with 1–2 special factors (e.g., taxable brokerage accounts, rental properties, multi-state filings or multiple income sources)
  • $1,200–$2,000—Returns with 3–5 factors, self-employment activity, or multiple investments in pass-through entities (partnerships or S-corporations)
  • $2,000+—Complex returns requiring expert CPA attention

This structure provides general guidance, but every client is unique. Contact us for a custom quote if your investment or income situation is more complex.

SILVER

Peace of Mind Membership

Would you like to have greater peace of mind regarding your taxes?

  • Proven Process: Customized plans with regular reviews
  • Real Results: A guide to measurable tax savings
  • Compliance First: Stay current with federal & state laws
  • Personal Support: Plans tailored to unique needs

No one wants an unexpected bill in April. Our Silver Package–Peace of Mind Membership gives you year-round access to tax guidance, planning, and support without extra fees.

  • Ask questions and get advice anytime throughout the year
  • Stay on top of tax planning to avoid surprises
  • Expert assistance with IRS or state notices
  • Comprehensive advisory and tax planning services

Investment

Silver-Peace of Mind Membership starts at $160/month, billed automatically to your bank account or credit card. Annual membership runs from Feb. 1 to January 31 and covers services performed during those 12 months. This plan includes:

  • Income tax return preparation
  • Quick questions and guidance throughout the year
  • Support for IRS or state notices and audits
  • Coordination with your financial advisor
  • Annual tax projections
  • Amended returns

Fees increase with added complexity. Business owners, investors with multiple accounts, owners of pass-through entities (partnerships or S-corps) or multiple rental properties should expect higher fees. Contact us for a custom quote.

GOLD

Long-term Tax Plans

Do you need a strategic advisor to help analyze your finances and meet long-term objectives?

Need long-term tax planning? Let’s get strategic. Pay only the taxes you owe, and not a dollar more. Depending on your financial situation and goals, we can help you:

  • Adjust the timing of your income
  • Maximize deductions you’re entitled to
  • Optimize the tax benefits of your charitable giving
  • Reduce overall income tax over the long term

We also develop personalized strategies that can save you money over the next 15 years, including:

  • Harvesting capital gains and losses
  • Converting IRA funds to Roth IRAs
  • Planning distributions from beneficiary IRAs
  • Using Qualified Charitable Distributions from your IRA
  • Bunching itemized deductions strategically
  • Reviewing filing status (joint vs. separate)
  • Reviewing self-employed business entity structure

Investment

Initial planning fees for developing a multi-year tax and financial plan start at $3,500. Fees increase in response to additional complexities. Ongoing review and maintenance of plan begins at $275 monthly and includes all Silver and Bronze plan services.

Compare Our Fiduciary Service Options

À La Carte Services

Additional services are available beyond tax preparation for an additional fee.