TPG Tax Program

TPG Tax Program provides our clients with a proactive approach to tax planning, identifying opportunities to increase cash flow and lower taxes. Instead of reacting to a tax due date that may result in missed opportunities and higher taxes, Tax Preparation Group is now offering our clients on their tax strategy and planning throughout the year.

Our TPG Tax Program encourages clients to have ongoing, proactive dialogue with us. As decisions are made, we want to be there to help you anticipate the cost or benefit.

What is the TPG Tax Program? The TPG Tax Program is a hands on approach to tax preparation and planning. It is a commitment to maintaining consistent communication us throughout the year, by allowing us to help you plan proactively and make timely adjustments to any life changing events as they occur.

The annual tax appointment is usually too late to discuss many tax strategies that could have benefited our clients in that tax year, and conversations about future planning should be given more time than what’s available during this meeting.

How will TPG Tax Program benefit me?

  • Save Money. TPG Tax Program enables us to help you clients save money by putting less emphasis on once a year tax preparation and more emphasis on year-round tax planning.
  • Service Value. TPG Tax Program offers tax preparation, year-round tax planning meetings, paycheck withholding calculations, audit and tax authority support and unlimited email and phone access to our Enrolled Agents. These bundled services are provided for a fraction of the price of having them performed for you on a pay per service basis.
  • Spread out Payments. Instead of paying for our services one time a year in a lump sum, TPG Tax Program monthly payment structure helps you spread the cost of tax planning and preparation throughout the year.
  • No Surprises. You never have to wonder how much your tax return preparation is going to cost. With our TPG Tax Program Fixed Price Agreement, you agree to your fee up front based on your specific situation. There is no need to worry about unexpected bills from our office. Click here to view the TPG TAX PLAN AGREEMENT.
  • Serenity. TPG Tax Program provides you with peace of mind knowing that if your returns need to be amended we’ll take care of it at no additional cost. We’ll also take care of any government notices regarding your tax returns and in case of an audit, provide you with up to 2 hours of audit support.

How much does TPG Tax Program cost?
The fee for the TPG Tax Program bundled services is determined individually based on your specific situation.

Can I decide not to enroll in TPG Tax Program and still have my taxes prepared?

  • It is not mandatory that you join TPG Tax Program to remain or become our client, however, TPG Tax Program is structured to reduce your overall fees, including those for tax preparation and we recommend this service to all of our clients.
  • If you are not interested in proactive tax planning, and only need our tax preparation services, we caution you that unexpected events do happen, requiring the expertise of our professionals. Clients not enrolled in TPG Tax Program will be billed separately for additional services unrelated to the preparation of individual tax filings.

How do I pay for the TPG Tax Program?
We encourage our clients to pay monthly for the bundled TPG Tax Program services via automatic checking account withdrawal (ACH) or Visa/MasterCard debit or credit. However, if it is more convenient, we can accept a lump-sum payment at the beginning of the subscription period.

How do I get started?
You can get started by calling our office today for more information or to schedule your first appointment by giving us a call 305.615.1080 or e-mail us at