ProPlan

ProPlan provides our clients with a proactive approach to tax and financial 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, Michael S. Sarabjit, CPA, P.A. is now partnering with our clients on their tax strategy throughout the year.

ProPlan encourages clients to have ongoing, proactive dialogue with our team of professionals. As decisions are made, we want to be there to help you anticipate the cost or benefit.

FREQUENTLY ASKED QUESTIONS

What is ProPlan? 

• ProPlan is a proactive approach to tax preparation and planning. It is a commitment to maintaining consistent communication throughout the year, allowing us to help our clients 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 ProPlan benefit me?

• Save Money. ProPlan enables us to help our clients save money by putting less emphasis on once a year tax preparation and more emphasis on year-round tax planning.

• Service Value. ProPlan offers tax preparation, year-round tax planning meetings, paycheck withholding calculations, audit and tax authority support and unlimited email and phone access to Angel and Michael. 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, ProPlan?s 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 ProPlan 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.

• Serenity. ProPlan 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 ProPlan cost?

The fee for ProPlan's bundled services is determined individually based on your specific situation.    

Can I decide not to enroll in ProPlan and still have my taxes prepared?

• It is not mandatory that you join ProPlan to remain or become our client, however, ProPlan 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 ProPlan will be billed separately for additional services unrelated to the preparation of individual tax filings.

How do I pay for ProPlan?

We encourage our clients to pay monthly for the bundled ProPlan services via automatic checking account withdrawl (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 ProPlan tax planning appointment.