
SERVICES & PACKAGES
SERVICES
& PACKAGES

SERVICES
& PACKAGES
Tax Preparation
Precise, timely filings handled with care. We make sure your returns are compliant, optimized, and stress-free with no last-minute scrambles.
Bookkeeping
Organized, up-to-date records you can trust. Gain real-time insight into your cash flow and keep your finances running smoothly.
Tax Planning
& Consulting
Year-round strategy, not just year-end paperwork. We help you plan ahead, reduce surprises, and make financial decisions that align with your goals.
Packages designed to help you soar with confidence

BASE
Personal Tax Return Preparation
Video Summary of Tax Return
72 hour response time on communication
Client portal for secure document intake & delivery
SLOPE
Tax Return Preparation
Meeting to review Tax Return
36 hour response time on communication
Assistance with IRS notices
Annual Tax Planning Meeting
SUMMIT
Personal & Business Tax Return Preparation
24 hour response time on communication
Monthly bookkeeping
Mid-year and end-of-year tax planning meetings
Pricing & Packages
Every business journey is different, some are just setting up camp, others are halfway up the climb, and a few are ready to summit. We meet you at your altitude, adapting with speed, precision, and focus to help you rise higher. Peregrine Tax offers three packages designed to help you soar with confidence.

BASE
Personal Tax Return Preparation
Video Summary of Tax Return
72 hour response time on communication
Client portal for secure document intake & delivery
SLOPE
Tax Return Preparation
Meeting to review Tax Return
36 hour response time on communication
Assistance with IRS notices
Annual Tax Planning Meeting
SUMMIT
Personal & Business Tax Return Preparation
24 hour response time on communication
Monthly bookkeeping
Mid-year and end-of-year tax planning meetings
Pricing & Packages
Every business journey is different, some are just setting up camp, others are halfway up the climb, and a few are ready to summit. We meet you at your altitude, adapting with speed, precision, and focus to help you rise higher. Peregrine Tax offers three packages designed to help you soar with confidence.

let's take flight together
BASE
Personal Tax Return Preparation
Video Summary of Tax Return
72 hour response time on communication
Client portal for secure document intake & delivery
SLOPE
Tax Return Preparation
Meeting to review Tax Return
36 hour response time on communication
Assistance with IRS notices
Annual Tax Planning Meeting
SUMMIT
Personal & Business Tax Return Preparation
24 hour response time on communication
Monthly bookkeeping
Mid-year and end-of-year tax planning meetings
Pricing & Packages
Every business journey is different, some are just setting up camp, others are halfway up the climb, and a few are ready to summit. We meet you at your altitude, adapting with speed, precision, and focus to help you rise higher. Peregrine Tax offers three packages designed to help you soar with confidence.

let's take flight together
BASE
Personal Tax Return Preparation
Video Summary of Tax Return
72 hour response time on communication
Client portal for secure document intake & delivery
SLOPE
Tax Return Preparation
Meeting to review Tax Return
36 hour response time on communication
Assistance with IRS notices
Annual Tax Planning Meeting
SUMMIT
Personal & Business Tax Return Preparation
24 hour response time on communication
Monthly bookkeeping
Mid-year and end-of-year tax planning meetings
Pricing & Packages
Every business journey is different, some are just setting up camp, others are halfway up the climb, and a few are ready to summit. We meet you at your altitude, adapting with speed, precision, and focus to help you rise higher. Peregrine Tax offers three packages designed to help you soar with confidence.


