Find the Right Level of Tax Service for You
Every PIM Tax Services client receives professional tax preparation backed by our experienced team. The difference between our service levels is the amount of proactive planning, ongoing support, and additional services included.
KEEL provides traditional tax preparation with services priced individually.
COMPASS adds proactive tax planning, monitoring, and additional professional support throughout the year.
NAVIGATOR offers our most comprehensive tax service, combining individual tax preparation, expanded planning, and year-round assistance.
Compare the features below to determine which service best fits your needs.
| Included Service | KEEL | COMPASS | NAVIGATOR |
|---|---|---|---|
| Annual Service Fee | None | $1,800 | $4,800 |
| Tax Preparation | À la carte | Additional Fee | Individual Tax Preparation Included |
| Video Review of Return | Separately Priced | Included | Included |
| Withholding/Estimated Tax Review | Separately Priced | Included | Included |
| Tax Planning/Strategy Meetings | Separately Priced | 1 Meeting | 2 Meetings |
| IRS Transcript Monitoring | Separately Priced | Included | Included |
| Amending PIM-Prepared Returns | Separately Priced | Included | Included |
| Representation | Separately Priced | 2 Hours | Included, subject to scope |
| Extension Payment Calculation | Separately Priced | Included | Included |
| Form 709 (Gift Tax Return) | Separately Priced | Separately Priced | Included |
| Financial Review (non-tax issues) | Separately Priced | Separately Priced | 1 |
| Business Entity Selection and Strategies | Separately Priced | Separately Priced | Included |
| Discount on Additional Services | Not Included | 10% | 20% |
| Express Tax Prep | Not Included | Not Included | 7-day target turnaround |
Important Service Details
Tax Preparation: KEEL services are priced individually based on the complexity of the return. COMPASS annual fees do not include tax preparation. NAVIGATOR includes individual income tax preparation; business entity returns may be subject to additional fees.
Tax Representation: Representation benefits apply to eligible tax matters within PIM’s scope of services. COMPASS includes up to two hours of representation. NAVIGATOR includes representation for qualifying PIM-prepared returns, subject to the service agreement.
Amended Returns: Included amendment services apply to returns originally prepared by PIM Tax Services, subject to the terms of the service agreement.
Filing Deadlines: NAVIGATOR’s expedited preparation benefit depends on timely receipt of complete and accurate tax documents. Filing deadlines and any guaranteed turnaround periods will be defined in the service agreement.
Additional Services: Package discounts apply to eligible PIM services. The specific services covered and any exclusions are described in the service agreement.
Ready to Choose Your Service Level?
Whether you’re looking for dependable annual tax preparation or more proactive, year-round guidance, our team can help you select the right level of service.