Annual Tax Retainer Program (ATRP)

Annual Tax Retainer Program (ATRP)

ATRP is a round-the-year help & support plan for tax matters available to you at a deeply discounted rate at the time of filing your taxes.
All through the year there are numerous reasons why you may need to call us to discuss tax matters. It may be a notice you received, or you are making some financial decisions and want to understand the tax implications or maybe you just want to proactively plan for your taxes. This program allows you to call your tax advisor without having to think twice about consultation fees.
It is important that you sign up for this service at the time of filing your tax returns. The program costs $200 per calendar year (Individual) and $400 per calendar year (Business). You cannot sign up for this program later. Without the retainer, our tax consultancy fee is $250/hr.
Please note this program covers free of charge queries like: Questions on filing W4 form, tax impact with change in income and expenses, tax implications with changes in your status (marriage, divorce, children, etc.,) clarifications on Federal or State Taxes, questions on your tax returns etc. Answers to simple questions on IRS notices are also included.
However, IRS/State notice or tax amendments that require us to prepare your response are not included in this plan. But as a benefit of the retainer program, you will receive a 33% discount on our hourly rate.

How Does the Program Work?
At the time of filing your taxes, we will ask you if you would like to sign up for the annual retainer. If we forget, ask us!
Once you signed up for ATRP, anytime during the year, when you have a question, email us, it is our preferred choice of communication. We will call you back or write back to you. Of course, you are free to call, but off-season, email is very effective. Our responses are relatively quick. Please remember to write Annual Retainer in the subject line.

Program Highlights

Get in touch with us when

What is not included?
The following are not covered by the ATRP: responses to the IRS by phone or written, filing an amended tax return; any calculations and written advice. Just to clarify, if we had to sit and work on any tax issues are not included in this.

You will be charged extra if –

What if WorkMyTaxes makes a mistake when filing my taxes?
If we commit an error on your tax filing, be assured we will correct it at no cost to you.