Grounded Advisory provides proactive planning and year-round support beyond basic tax preparation. This package is designed for individuals and families who want clarity, intentional decision-making, and fewer surprises at filing time.
What’s included:
Individual tax preparation and filing
Filing status analysis, including married filing jointly vs married filing separately
FAFSA-related tax guidance
One annual tax planning meeting
One research item handled via email
Estimated tax guidance when applicable
W-4 planning and paycheck optimization
Medicare premium and IRMAA awareness
Roth review and investment tax coordination
Tax loss harvesting considerations
IRS account monitoring with power of attorney
Basic IRS notice and installment agreement support
Year-round email access for tax-related questions
And more, as your tax situation and planning needs evolve.
Best for:
Individuals and families who want proactive guidance and ongoing support throughout the year.
