Financial Clarity Group

Call Now: 513-752-0386

Tax Service Subscription

& Worry-Free Protection Package

What's Changing at Financial Clarity Group

As we look ahead to the 2028 filing season, we’d like to share a program we are initiating.

To better support increasing year-round demands, we are:

  1. Introducing an optional:
    Monthly Tax Preparation Subscription
  2. And reintroducing the:
    Worry-Free Protection Package
Financial Clarity Mountain

✅ Option 1. Subscription Option for Individual Tax Prep 

Say goodbye to large lump-sum tax prep bills.

We are offering you a subscription model for individual tax preparation services. Instead of a single payment due when your tax return is complete, your tax preparation fee will be divided into 10 equal monthly payments. This is similar to how our business clients have been setup for years. 

Benefits include:

  1. Priority in the queue with a 14 business day turnaround when you submit your documents between February 1st and March 10th. After March 10th the turnaround may extend to 21 days. 
  2. Predictable, fixed monthly payments. 
  3. Simplified budgeting (know your fee). 
  4. Improved communication during peak tax season. 

Early Opt-In Incentive:

If you enroll before July 31, 2027, you will receive:

  1. Make 10 Payments instead of 12 for your 2027 tax preparation – an automatic discount of at least 16%.
  2. Locked-in fees on your 2027 and 2028 tax preparation - Assuming similar complexity as prior year. A total of 22 monthly payments.  
  3. Priority preparation of your tax returns – Get an Express Ticket to the front of the queue. 
  4. 14 day turn-around* - See Terms and Disclaimers for details. 

To ensure we meet the expected timeline, we ask that:

• All tax documents are complete and accurate at the time of submission
• You remain responsive to any follow-up questions or requests for clarification
• Any additional documentation requested is returned within 2 business days
• If your file is incomplete or requires additional information that is not provided within the expected timeframe, your return may be delayed or moved out of the priority queue.

This process allows us to deliver fast, accurate service to clients who are ready and responsive—and ensures your return is filed as efficiently as possible.

🛡️ Worry-Free Protection Package

With IRS audits and random governmental correspondence increasing, we strongly recommend all clients participate in our Worry-Free Protection Package.

For a small monthly fee, this plan includes:

  1. Up to $1,500 in examination representation fees.
  2. Responses to government correspondence and random requests.
  3. Proactive defense by our experienced team on your behalf.
Financial Clarity Mountain

Should your situation require additional support, we’ll provide a clear estimate before proceeding.

Please note: Worry-Free Protection Package does not cover issues that result from documentation or information omitted or otherwise withheld by client.

Standard Representation Terms Without the Worry Free Protection Package

Financial Clarity Group will respond to any tax correspondence resulting from errors made by the Firm at no additional cost to you.

For all other correspondence or issues — including audits or government inquiries not caused by the Firm — additional fees will apply:

  1. Government correspondence (non-Firm error): $125 per incident
  2. Audit representation: $2,500 retainer before services commence; total fees may vary based on scope and complexity

The Firm is not responsible for tax or interest owed due to governmental adjustments. However, if a penalty results from a proven Firm error and is not abated, the Firm will cover that penalty.

Our Commitment To You

We are committed to providing you with the highest level of service and peace of mind in an increasingly complex environment.

Ready to Enroll?

To enroll in the Tax Service Subscription Program or the Worry-Free Protection Package starting with your 2027 tax return preparation, return your completed enrollment form by July 31, 2027.

How billing works:

  1. Your first payment is initiated when your bank information is received
  2. Your next payment occurs on August 15, 2027
  3. Subsequent payments are collected on approximately the 15th of each month
  4. Payments appear on your bank statement as Financial Clarity Group, Inc.
  5. This plan is available via ACH bank draft only — we'll send a secure link to enter your banking information, and we're happy to walk you through it

This agreement runs from July 2027 through April 2029, covering preparation of your 2027 returns (filed in 2028) and your 2028 returns (filed in 2029). The agreement automatically renews for an additional 12 months in May 2028 at the same monthly rate.

Contact Us To Enroll

Call us at 513-752-0386
or email
 fcg@financialclaritygroup.com