Your clients want you to handle their taxes.

Add tax prep, planning and advisory to your practice with Jalada’s integrated co-branded tax services.

A Tax Gap Exists in Financial Advisory

Your practice can fill that gap, without hiring more staff.

A stack of paper and a cup filled with pens.

Tax Planning

  • Retirement Account Contributions

  • HSA Contributions

  • Entity Structuring

  • Real Estate Tax Calculations

  • Scenario Planning

  • Yearly Tax Meeting

  • Client Specific Needs

  • Tax Plan Overviews

  • Roth Conversion Explanations

  • Tax Q&A

A chess piece and a compass

Tax Meetings

Roth Conversions

A stack of dollar bills.

  • Calculate Optimal Balance

  • Bracket Analysis

  • IRMAA

  • RMD

  • Multi Year Projections

A 1040 tax return.

  • 1040 State and Federal Filings

  • Notice Support

  • Audit Defense

  • Identity Theft Support

Tax Preparation

What does a year with Jalada look like?

A clock.
Tax Plus Timeline
Jan 1
Tax Documents
Tax return documents are collected from clients and organized for efficient processing during tax season.
Feb-Mar
Returns Prepared
Professional tax return preparation and filing with expert CPA review for accuracy and compliance.
April 15
Filing Deadline
Tax filing deadline. All returns are filed and clients receive comprehensive summaries of their tax situation.
May
Planning Starts
Tax planning questionnaires are sent to advisors to begin the comprehensive tax strategy planning process.
May-Sept
Tax Plans & Meetings
Detailed tax plans are developed and delivered to advisors. Strategic tax planning meetings are available for advisors and clients to discuss implementation strategies.
Sept-Nov
Roth Conversions
Roth conversion analysis helps clients implement strategies before year-end.
Dec
Year-End
Final tax planning adjustments and year-end strategies are implemented to optimize the upcoming tax season.

Fixed pricing built for your profit.

Student Tax*

$300

  • 1040 Tax Return

  • State Tax Return

  • Only W2 - No Schedule E or C

  • Audit Defense

* Must be a child of Tax or Tax Plus Client

Tax

$600

  • 1040 Tax Return

  • State Tax Return

  • Schedule E and Schedule C Included

  • IRS notice support

  • Audit Defense

  • Identity Theft Protection

  • Video Walkthrough of Tax Return

Tax Plus

$950

  • 1040 Tax Return

  • State Tax Return

  • Schedule E and Schedule C Included

  • IRS Notice Support

  • Audit Defense

  • Identity Theft Protection

  • Tax Plan

  • Tax Planning Meeting

  • Optimal Roth Conversion Report

Frequently Asked Questions

  • You have two payment options: either you can pay for the service directly, or your client can handle payment themselves.

    We strongly recommend that you pay for the service and incorporate tax services and planning into your existing fee structure. This approach allows you to add significant expertise and value for your clients year-round, extending well beyond the reports and returns we prepare. When structured properly, this becomes an additional revenue stream for your practice while enhancing your service offering.

  • See our blog post here.

  • We can work with most financial advisor firms and independent RIA. A key importance is if your compliance allows you to offer tax services to your clients. We are not a referral network. We prepare the taxes, reports, and meet with you and your clients, as if you had hired an internal CPA or EA.

Ready to get started or have more questions?


Add Tax Preparation, Planning, and Tax services to your toolkit.
Send us a message and we will get back to you quickly.

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