Offered jointly with our tax preparation partner, TaxUSign, The CARE Concierge is a comprehensive tax, estate, and legacy support for individuals, families, fiduciaries, and business owners. 

Inside this service, you'll get: 

• Direct, one-on-one access

• Income tax preparation for individuals, trusts, and decedent estates, prepared by TaxUSign

• Estate planning, wealth transfer, and business succession guidance from Taxpayer CARE Center

• Tax-efficient legacy planning that ties your tax return and your estate plan together

• Year-round access to the team, twice-yearly planning meetings, and IRS notice support

• Priority scheduling and faster turnaround when decisions are time-sensitive 

• Ongoing coordination with your attorney and broker as your plan moves forward

👉 Best for: 

Individuals, families, fiduciaries, and business owners who want tax and legacy planning handled by one dedicated team

Investment: Flat-fee, starting at $1,500+