Invest With Us. Your Individual Tax Prep Could Be Free.
Existing clients with $250K or more under management, and new clients bringing $350K or more in investable assets, qualify for a complimentary individual income tax return.
SEE IF YOU QUALIFYHow It Works
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Bring your investable assets to our wealth management team.
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Provide your tax documents through our standard checklist.
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We prepare and file your return. No charge for the prep itself.
Offer Tiers
New clients
$350K+ in investable assets under management
Individual income tax return prepared at no cost
Existing clients
$250K+ in investable assets under management
Individual income tax return prepared at no cost
Wealth + Alts Bundle
$2M to $2.5M combined AUM (min. $1M in wealth management)
Individual return free, plus business tax return 50% off
401(k) Plan Tier
$5M+ in 401(k) plan assets
Business tax return 50% off
The Fine Print
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If you're already a Compound Wealth client, $250K or more in investable assets qualifies you. If you're new to the firm, the threshold is $350K.
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No. This covers preparation of your original return; responses to notices from tax authorities aren't included.
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Your financial documents in our required format, in ready to file condition. This does not include bookkeeping.
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Yes. Assets must remain under management for a minimum of 24 months, or the value of free or discounted services will be billed at our standard rates, disclosed to you in advance.
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Any portion of services not covered by this offer is due prior to release of your completed tax documents.
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All offers are extended at Compound Wealth's sole discretion and may be modified or discontinued at any time.
Your Individual Tax Prep Could Be Free.
Offer available to clients with qualifying investable assets under management with Compound Wealth. Applies to income tax return preparation only, does not include responses to IRS or state tax notices. Client must supply financial documents in Compound's required format and ready to file condition; bookkeeping services are not included. Assets must remain under management for a minimum of 24 months, or discounted/free services will be billed at Compound's standard rates, disclosed in advance. Payment due prior to release of completed tax documents. Offer extended at Compound Wealth's sole discretion and subject to change. Not tax, legal, or investment advice; consult your advisor for details specific to your situation.