Annual Tax Retainer Program (ATRP)

Overview

ATRP is a year-round tax support plan offered at a discounted rate when you file your taxes. It provides convenient access to your tax advisor without worrying about hourly consultation fees. Our Tax Filing fees does not include all year round support for tax matters. It can be signed up only with the Tax return filing.

Program Benefits

With ATRP, you can reach out to your tax advisor throughout the year for:

• Updating your W4 form
• Understanding tax implications of life changes (e.g., marriage, divorce, new child, job changes).
• Clarifications on Federal or State tax matters.
• Simple questions about IRS notices or your tax return.
• Guidance on sending/receiving money internationally.

Cost

• Individual: $200 per calendar year.
• Business: $400 per calendar year

(Without ATRP, consultations are $250/hr.)

Additional Benefits

• 33% discount on hourly fees for tasks not covered under ATRP.
• Quick responses via email (preferred) or phone.

Exclusions

The program does not cover:

• Preparing IRS/State notice responses or amended returns.
• Complex calculations or written advice.
• Extended efforts to gather documents or solutions.

Extra Charges Apply If:

• Calculations are required.
• Extensive time or effort is needed for solutions.
• In-depth tax law education or training is requested.

How to Enroll

Sign up when filing your tax return! If we forget to ask, feel free to remind us.

Error Assurance

If WorkMyTaxes makes a mistake on your filing, we will correct it at no cost to you.