Every individual tax return is unique. Some simply need an accurate filing, while others have additional forms, multiple states, rentals, or unexpected notices that create complexity. When something changes or the IRS sends a letter, it helps to have a professional who already knows your situation and can step in right away. Our tiered packages let you choose the level of support and protection you’re comfortable with. No matter which option you choose, we keep the process clear, organized, and stress-free
Select a Package That Suits Your Needs
Bronze
Core Support
Accurate filing, essential CPA access
- Accurate and complete individual tax return filing
- Email access to a CPA for questions
- Digital delivery of your tax return and copies of filings
- Access to secure portal for documents for 3 years
Silver
Representation
We handle the agencies, so you don’t have to
- Everything listed in Bronze
- Power of Attorney on file with IRS and state agencies
- We handle IRS and State Notice Responses on your behalf
- Video Walkthrough of your completed return
- Faster CPA response time
Gold
Insurance
Total protection and peace of mind
- Everything listed in Bronze and Silver
- Audit Insurance – we represent you at no additional cost
- CPA video meeting to review your return
- Priority CPA response time
Bronze
Core Support
Bronze is ideal if you simply need your individual return filed accurately and on time. You get access to your CPA and a secure portal for your documents, without paying for services you don’t need. If your return is simple, clean, and you don’t anticipate notices or IRS interaction, Bronze gives you everything required to stay compliant.
Silver
Representation
Silver is for individuals that value protection from hassle and want someone who can deal directly with tax agencies when issues arise. IRS and state hold times are at all-time highs; and, some notices have become more frequent and harder to resolve. By having a Power of Attorney on file, we can speak to agencies on your behalf, diagnose problems faster, and resolve issues without you getting involved. If you’d rather live your life than wait on hold with the IRS, Silver pays for itself.
Gold
Insurance
Gold is for individuals that want complete peace of mind. Audit insurance means that if your return is selected for an audit, we handle the entire process at no additional cost. Audits can take dozens of hours and cost thousands in representation fees. This tier removes that risk. You’re still responsible for any taxes legally owed, but we handle every phone call, document request, and conversation with the IRS or state agencies. Gold exists for individuals who don’t just want compliance, they want protection.
“I had a missing W2 and could not figure out how to file my return or get my refund. Jeff at Malashock Advisory pulled my IRS transcript, found all the information I needed, and handled the entire process for me. He kept me informed the whole time and made everything simple. I received all of my refunds without any stress. I am very grateful for his help and would recommend him to anyone who needs a reliable and patient tax professional.”
Advisory Services
Advisory helps you stay ahead of your taxes, not react to them. We project your tax liability, plan estimated payments, and identify deductions before the year ends. Visit our Advisory page to learn how proactive planning saves money.
Bundling Discounts
Save when we handle multiple services. Combining business and personal returns, or tax and bookkeeping, unlocks bundled pricing because we aren’t duplicating work and we already have the full picture. Use our proposal tool to see an informal quote in minutes.
All-Inclusive Flat Fee
For individuals who want comprehensive, year-round support, we offer a flat monthly, quarterly, or annual fee that includes tax filings, bookkeeping, advisory meetings, and financial review. It’s a premium option for those that want a dedicated partner. Quotes are provided after consultation and review of your current financials.