What Service Level Does your Client Need?
Mix and match per client to best serve them.
Lite
$600 billed annually
$60 billed monthly
1040 Tax Return
State Tax Return
Schedule E and or C
Audit Assistance
Most Popular
Standard
$750 billed annually
$75 billed monthly
1040 Tax Return
State Tax Return
Schedule E and or C
Audit Assistance
1 Advisory Service Included
Plus
$1200 billed annually
$120 billed monthly
1040 Tax Return
State Tax Return
Schedule E and or C
Audit Assistance
3 Advisory Service Included
What Advisory Services Can You Use for Your Clients?
Roth Conversion Optimization
Tax Planning
Business Structure Advice
Joint Tax Expert/ Financial Advisor Meetings
Tax Scenario Analysis
Cyber Security Analysis
Your Questions Answered.
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Of course! You select whichever plan works best for that client.
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Of course! We provide the service, you determine how to offer it to your clients.
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Yes, however with Jalada, you pay for what you need and not more. You also get a whole team on your side, meaning no worrying about when your CPA or Tax guy wants a vacation.
We also are the signers of the tax return and act as tax advisors, making sure liability doesn't fall on your firm. -
A La Carte pricing is $300 per advisory service.
Audit assistance is billed hourly. -
Yes, but without priority support. You can purchase any and all services a la carte, however our best pricing is reserved for our advisors on recurring plans. By offering these packages we can plan for capacity and best support your clients.description
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Yes! Although the pricing can vary depending on complexity. Pricing starts at $1,000.
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Yes, although we offer it as a limited availability.
Monthly Plans start at $600.
We do not perform audit or assurance services.