BUIlt On Relationships

We’re not just here to file your taxes; we’re here to provide clarity and confidence for you. We take the time to understand your goals and earn your trust year after year.

Educate & Empower

We take the time to help you understand your finances, make confident decisions, and build long-term success you can count on.

Personalized Service

Tailored support for individuals and business owners who value reliability, honesty, and a trusted relationship.

core plan

Best for individuals or simple business owners who just need accurate tax filing with limited support.

• Initial consultation to assess fit and needs

• Preparation and filing of your federal & state tax returns

• Annual tax summary (no proactive planning)

• Email support (3–5 business day response)

• Basic IRS notice guidance

 

$1,500

Growth plan

Most Popular

Best for business owners who want guidance throughout the year and help reduce their tax liability.

• Everything in the Core Plan

• Up to 2 structured tax planning sessions per year (As needed except between Feb-Apr)

• Ongoing tax guidance throughout the year (as needed)

• Assistance with estimated taxes and tax-saving opportunities

• Video tax return summary and planning insights

• Email support (1–2 business day response)

• IRS notice management

$1,800

Elite plan

Best Value

Best for business owners who want a proactive tax partner managing their strategy year-round.

• Everything in Growth Plan

• Up to 3 structured tax planning sessions per year (As needed except between Feb-Apr)

• Proactive tax check-ins (we reach out to you)

• Financial analysis & projected net income reviews during meetings

• Priority scheduling & response (same or next business day)

• IRS notice support included (no additional fees)

$2,300

RidgeView Tax Services

Contact:

Email: [email protected]

Phone: 707-327-2355 Ext: 100

Have Questions?

Feel free to reach out with any questions.
We look forward to hearing from you.