Changes for the 2024 Tax Season​

​See below for Understanding Your Proposal/Engagement Letter

Click here to read the email sent to all clients in December 2023 outlining the changes to the 2024 Tax Season

  • February 15th due date for document submission without extension
  • Automatic extensions for returns with late arriving information
  • Policy of a guaranteed quick turnaround or promised completion date is coming to an end
  • Proposal & Engagement letter process
  • Payment Policy Changes - We now require a deposit of half down upon signing
  • All pricing will be increasing so that we may continue to maintain the quality of our services

Understanding your Proposal/Engagement Letter

Service Levels
This year your proposal will offer a variety of service levels to choose from that gives you the opportunity to access a more personalized and tailored experience that meets your specific needs and goals.

  • Bronze service level – A Compliance package for when you just need a tax return prepared
  • Silver service level – A Collaboration package that includes Tax return prep + "maybe it's time to do a little tax planning" built in
  • Gold service level – A VIP Concierge package that offers year-round access and unlimited support + tax prep and tax planning services all wrapped into one package

Your Ignition proposal allows you to view the various options by package, giving you the choice of the best fit for you.   

Note: the ONE-OFF price is the return down payment amount due at signing
The total estimated cost is displayed in the next screen

​​Pricing & Payment
Our pricing and payment policies are changing. 

Paying for your return

  • Beginning in 2024, we will be collecting payment from you in two separate installments*
    • DEPOSIT - A deposit of half of the estimated cost to prepare your return will be billed at acceptance of your proposal
    • BALANCE DUE - The remaining balance due will be billed at completion of your return


  • We have expanded our payment options to include:
    • Credit card payments
    • Bank ACH
    • Pay via check (please contact us so we can work with you on this)


  • As we announced earlier in the year, our prices will be increasing so that we may continue to maintain the quality of our services. We've taken this into consideration with the various service options available.

What does this mean for you, our clients?

By giving you access to more options, our goal is to provide you with professional services in the way you need it most, while realizing our vision of a sustainable business model that positions us to expand on our work with you to provide more proactive and strategic tax planning, which can help minimize the amount of tax you owe and results in you keeping more of your money.

We realize these changes represent a shift in the landscape of how we do business and provide service our clients. We value your understanding and trust, and we hope to continue working together in such a way that enables us to provide you with the full scope and power of our tax and advisory experience. 

*Gold package billed on monthly installments



Tax. Consulting.  Accounting.

bYSTROM cpa, lTD.