Compare Services
Pricing
Who pays OFO Tax Group?
Who gathers tax documents?
Who reviews the return with the client?
Who receives the completed return?
Ad hoc tax-planning questions
Multi-year tax projections
OFO tax group filing timeline
Video review of tax return
Full-Service Tax Preparation Consulting
Your Firm
Your Firm or OFO
Your Firm or OFO
Your Firm and Your Client
Included
Included
Included
Included
Quarterly Tax Planning Retainer
Starting at $750/Qtr
Your Firm
N/A
Your Firm or OFO
N/A
Included
Included
Included
Included
Tax Preparation Referral
Your Client
Your Firm or OFO
OFO
Your Firm and Your Client
Separate Engagement
Separate Engagement
Included
Included
Which service is your best fit?
Full-Service Tax Preparation Consulting
Choose this option if you want a year-round tax partner who can extend your firm’s expertise, support planning conversations, prepare returns, and help your firm remain at the center of the client relationship.
Quarterly Tax Planning Retainer
Choose this option if you want ongoing tax consulting and multi-year planning support, but do not want to include tax return preparation in the engagement.
Full-Service Tax Preparation Consulting
Choose this option if you want to connect clients with a trusted CPA firm that communicates with both your firm and the client, while the client engages OFO Tax Group directly for return preparation.