When it comes to making money, it's not just about what you make—it's what you keep! That's why strategic tax preparation is so crucial. When you maximize your tax savings, you maximize your bottom line.
Who is Incite?
PRIME’s tax preparation services are provided by Incite Tax & Accounting, our preferred tax service provider. PRIME charges the initial setup fee for your Tax Strategy Package—all future billing, fulfillment, and support is handled directly through Incite.
Click here to learn more about your initial setup fee and monthly billing.
What do I get with my tax prep package?
PRIME offers three tax preparation packages through Incite. The features and benefits of each package compound on each other as outlined below. If you’re not sure which package is right for you, don’t worry—one of our expert tax consultants will help you!
| Single | Starter | Base |
Personal tax return (1) | ✅ | ✅ | ✅ |
Business tax return (1)* | ✅ | ✅ | ✅ |
Expedited return processing | ✅ | ✅ | ✅ |
“Grow Your Wealth” Facebook community and support access | ✅ | ✅ | ✅ |
“Tax Vault” video series | ✅ | ✅ | ✅ |
Tax return extensions | ✅ | ✅ | ✅ |
E-File services | ✅ | ✅ | ✅ |
Tax organizers | ✅ | ✅ | ✅ |
Digital file storage account | ✅ | ✅ | ✅ |
Ongoing client newsletter | ✅ | ✅ | ✅ |
Year-end tax planning meeting | ✅ | ✅ | ✅ |
Welcome webinar | ✅ | ✅ | ✅ |
Welcome call with Tax Pro | ✖️ | ✖️ | ✅ |
Audit letter review | ✅ | ✅ | ✅ |
Audit support | ✖️ | ✖️ | ✅ |
Unlimited email support | ✖️ | ✖️
| ✅ |
Quarterly payroll | ✖️ | ✖️ | ✅ |
*Single package business tax return covers single-member LLC filing; Starter package business tax return covers multi-member LLC/partnership or C-Corp filing; Base package business tax return covers S-Corp filing.
For help with setting up your tax preparation services, click here.
How can I sign up for tax preparation services through Incite and PRIME?
Click here to schedule a Tax Consultation with one of our expert tax consultants!