INCOME TAX OPTIMIZATION
Super Simple 3 Step Tax Prep Process
Gather Documents
prior year(s) tax return/docs
all source documents
identification
profile information (family/business, etc)
Schedule Interview
30-60 minute intake
question and answer
relevant next steps
estimates
Review & Submit
review outcomes
plan future strategies
payment for services
electronic filing
Ready to get started? April 15th comes quick so reserve today!
Who's This Perfect For
single persons
married persons
retirees
business owners
partnerships
1099 employees
investors
entrepreneurs
rental income
build a secure financial future
Get clear, personalized guidance to help you grow, protect, and plan your wealth at every stage of life.
Transparent, Value-Driven Pricing
No commissions. No hidden fees. Just clear pricing for exceptional financial guidance.
All plans include our fiduciary commitment and transparent, fee-only structure.
Tax Preparation Foundation
Great for yearly personal tax preparation and tax strategy planning
$1,250
/annual
Individual federal/state income tax filing
Federal form 1040 and various schedules included
Itemized deductions, investment & rental income
Develop tax strategy for future years
Review previous year tax filing accuracy
No surprises guarantee
100% Accuracy & satisfaction guarantee
Wealth Builder
Perfect for getting started with professional financial guidance
$625
/quarterly bill
Comprehensive financial assessments
Goal-setting and priority analysis
Budget and cash flow optimization
Debt reduction strategy
Tax planning
Insurance planning
Basic investment recommendations
Social Security maximization
Written financial plan
Legacy
Estate planning and document preparation platform access.
$2,500
/One-time
Will and Trust documents
Advanced healthcare directives
Limited power of attorney designation
Single, divorced or married couple documents
Electronic document vault access & storage
High quality professional printing of documents
Notary service and signing ceremony (SATX only)
Financial Advisor
Eric Drudge:
Investment Advisor Representative, Insurance Licesed and Retirement Specialist
Quick links
Support
Investment advisory services offered through Integrity Advisory Solutions, LLC, an investment adviser registered with the SEC. Integrity Wealth is a marketing name for Integrity Advisory Solutions. The Triumph Agency is not affiliated with Integrity Wealth.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. CRS.
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