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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.