| Service Tiers Available | |||
|---|---|---|---|
| Bronze Package | Silver Package | Gold Package | |
| Tax Preparation | |||
| Federal Tax Return | ✔ | ✔ | ✔ |
| State Tax Return | ✔ | ✔ | ✔ |
| School District Tax Returns | ✔ | ✔ | ✔ |
| E-Filing | ✔ | ✔ | ✔ |
| Easy and secure online method to submit digital tax forms and documents (W-2s, 1099s, etc.) | ✔ | ✔ | ✔ |
| Deep dive and detail review of your return to help you pay the least tax possible | ✔ | ✔ | ✔ |
| Consultation to answer any questions you may have about your return or questions about taxes in general | ✔ | ✔ | ✔ |
| Tax Planning | |||
| Corey Selhorst, CPA as your personal contact throughout the entire year, not just during tax season | ✔ | ✔ | |
| Continuous communication and development of strategies unique to your personal situation with action plans to help reduce your taxes in future years | ✔ | ✔ | |
| Detailed discussion of your individual circumstances and goals with advice on how to reach them while minimizing the impact of taxes | ✔ | ✔ | |
| Tips and tricks for how it may be possible for you to reduce the taxes you owe | ✔ | ✔ | |
| Financial Planning | |||
| Development of a comprehensive financial plan that aligns your long-term goals with a rigorous, tax-efficient framework to ensure you are on track to reach all of your financial goals | ✔ | ||
| Synchronize your investment allocation with advanced tax-planning strategies such as Roth conversion modeling, tax-loss harvesting, and strategic account location to maximize what you keep after-tax. | ✔ | ||
| Objective, fee-only, advice-only guidance on asset allocation and location tailored to your risk profile. As a fiduciary RIA, we receive zero commissions, ensuring our recommendations are driven solely by your best interests. | ✔ | ||
| Create an actionable roadmap by integrating every facet of your financial life. Whether you are navigating retirement readiness, structuring educational savings for children, or coordinating family wealth and estate strategies, by providing the technical framework to reach milestones that once seemed out of reach. | ✔ | ||
| Cost — (Discounts Available!) | $175 Additional $25 for city return if necessary |
$200 | $350 for Annual Review and Maintenance, $1,950 set up fee |
| Pay with Cash, Check, or Money Order | Payments made out to “Selhorst Services” | ||
| Pay with Cryptocurrency (Monero, Ethereum, or Bitcoin) | Monero Address: 8Ayqj446LazgjPpMWXfsxbYdB94rct6KhhSE 334iDfLzYmZTcxcnoeXB83pi4Gv9wMJkD4xxVrcGBY fwaNXLx7XNJJuBkGg Ethereum Address: 0xfA11757891b6921f8D1245a96C61309BfE0D9F1b Bitcoin Address: bc1qmxv2zx40llthazq7rw5ej7wn0lclahnrh3l6se |
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| Pay with Credit Card, Debit Card, or Bank Account ACH processed with Helcim (CC fee may apply, no fee for bank account ACH) | ![]() |
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| Additional Services Available | |||
| Estate Taxes and Guidance | |||
| We can help you through the difficult time of settling your loved one’s estate. We can prepare estate income tax returns (1041) as well as estate tax returns (706). Ensuring estates are handled properly tax wise can save a tremendous amount of money. While you may already be partnered with a law firm, a separate tax expert to handle that portion is essential. We are happy to provide that experience and guidance whether you reach out early in the process or during the process. | |||
| Investment Check Up – $200 | |||
| Selhorst Services will comb through your investments to determine an approximation of your current risks and historical returns of a similar asset allocations. We will also recommend alternatives to your current investments that could help save thousands of dollars on investment management fees annually. Most investments and advisors charge a percentage of the amount invested, but this simple checkup can provide tremendous value and savings for your long term financial health. | |||
| Past Years Tax Return Double Check – No Fee Unless Amended Return Submitted | |||
| We will look through past tax returns that were either prepared by yourself or another tax preparer to ensure that you are paying the least possible. There is absolutely no cost to you unless we find additional tax savings for you and you decide to amend your return, at which point fees for amending the return will be discussed. Simply send us an email at info@selhorstservices.com and submit your prior year tax return(s) with any accompanying supporting documents you may have using our secure document upload portal. | |||
| Available Discounts | |||
| Referral Bonus – Let your friends and family know about Selhorst Services and have them tell us that you sent them. You are eligible for this bonus the first year your referee purchases any package. | 30% Discount on any package ($60 max) | ||
| Have us file the tax return(s) for your dependent(s) and we can offer a discount on their return. Call or email us to learn more. Discount varies based on a per situation basis.. | Varies | ||
| *Additional fees may apply to those filing a Schedule C, E, F, H and/or J and vary on a case by case basis. Typically fees per form range between $25-$50 each. These schedules only apply to those who have businesses or household employees. You will never be charged additional fees without us first discussing your options with you. | |||

