TAX PREPARATION DISCOUNTS

 
 
At Halo Wealth Management, we take pride in our "no-gimmick, no gotcha" approach to the tax preparation fees we charge our clients.  Our pricing is fair, competitive and based solely upon the complexity of each individual return we prepare and/or the time it takes us to prepare the return.  In addition to our great regular rates, we proudly offer the following extra discount offers to you:
 
EARLY-BIRD DISCOUNT
 
Taxpayers that file their returns in the month of January will receive a 10% discount on their tax preparation fee. 
 
 
RETIREE / SENIOR DISCOUNT
 
All of our retired/senior clients will receive 10% discount on their tax preparation fee.
 
 
VETERAN'S DISCOUNT
 
We appreciate the hard work and sacrifice that our nation's veterans have made in order to help keep the rest of us free.  We're happy to award a 10% discount to all past & present members of our country's armed forces.  In cases where both husband & wife are veterans, the discount doubles to 20%!   (Be sure to mention your service when dropping your taxes off so we can apply the proper discount to your fee!)
 
 
COUPLE'S DISCOUNT
 
Boyfriend, girlfriend with 2 separate tax returns to file?  Married couple that saves money by filing separately?  No problem!  Simply bring your information in to us at the same time and we'll give you a 25% discount on the least expensive of the two returns we prepare.
 
 
FINANCIAL CLIENT DISCOUNT
 
Every client that has at least $50,000 invested with us receives a discount on their tax preparation fee.  The discount is based on total household account balances and is deducted from our regular fee.  Current discount levels for 2021 are: 
  • $50,000 total household account balance (10% discount)
  • $100,000 total household account balance (25% discount)
  • $250,000 total household account balance (50% discount)
  • $500,000+ total household account balance - tax return preparation is provided as a courtesy to you at no charge!

CLICK HERE for downloadable TAX ORGANIZERS and other TAX RESOURCES!

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