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.
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
Tax Meetings
Roth Conversions
Calculate Optimal Balance
Bracket Analysis
IRMAA
RMD
Multi Year Projections
1040 State and Federal Filings
Notice Support
Audit Defense
Identity Theft Support
Tax Preparation
What does a year with Jalada look like?
Fixed pricing built so you can profit too.
Tax Return Standard
Standard Package
$600
annually
First year 15-30 min introduction meeting
Professionally prepared individual tax return
Schedule C and/or E included
State tax return included
Dual tax preparer review
Tax professional 88 point quality check on each return
Video explanation of clients return
Audit and notice support
Most Popular!
Tax Return Plus
Enhanced Package
$950
annually
Everything in standard
Tax planning report. Issued to you to use for conversations with your client.
Tax planning meeting to address clients questions.
Roth conversion analysis report.
*Additional tax planning meetings can be purchased for $300 a meeting.
Business Owner Plus
Enhanced Package for Business Owners
annually
$2500
Everything in plus
Business tax return
Up to 4 tax planning meetings a year
*Businesses must be evaluated before qualifying..
Frequently Asked Questions
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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.
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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.
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With advisors we communicate via a dedicated slack channel for your firm. You can invite any team members to that channel.
Currently serving high wealth advisor clients from organizations and occupations including:
Real Estate Professionals
Construction Companies
Central Intelligence Agency
Deloitte
Marketing Agencies
Northrop Gunman
Meta
Adobe
Financial Advisors
Ancestry.com
Internal Revenue Service
Vivint
Uber
Engineers
Law Offices
And many more.
Benefits for you, Benefits for your clients.
Whether or not you sign up with us, here are some freebies for you and your clients!
Freebies for you
Free Advisor Community
Weekly group discussions on changes to taxes that will affect your clients
Open hours with one of our team members to ask tax questions.
Free courses on taxes to increase your knowledge.
Calendar of important events in the tax world to make sure your clients are hitting deadlines.
Checklists and documents that can help you evaluate and support your clients with their tax.
Explanations of tax strategies and when they are best used.
And more!
Freebies for your clients
Checklists and Documents
Free document to explain when to consider a Roth conversion:
Why do a Roth conversion?
Free document to explain how to read a tax return:
How to read a 1040
Free document to explain how to identify bad tax advice online:
What is bad tax advice?
What are business expenses and what are personal?
What can I expense as a business?
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.