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 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

  • 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.

  • 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.

  • 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.

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