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At Powell United Financial Services, our Client Care Package is designed to provide year-round support, faster response times, and additional protection for your tax life. Most clients stay enrolled because the package saves them time, money, and stress throughout the year—especially when unexpected notices or tax questions arise.


We strongly encourage clients to remain enrolled so they can continue receiving these benefits.


If you still wish to opt out for the upcoming tax year, please complete the form below. Once submitted, your opt-out will be recorded in your account, and any additional support outside of tax preparation may be billed at our standard hourly rates ($195 per hour).

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Before you continue…Over 90% of our clients stay enrolled because the Client Care Package provides:


  • Priority support during tax season

  • IRS & state notice help at no additional charge

  • Up to 4 hours of phone/email/office support (Gold & Silver)

  • Tax identity & fraud monitoring

  • Real-time transcript monitoring (Gold)

  • A proactive mid-year check-in

  • Peace of mind all year long


If you choose to opt out, these services will no longer be included.

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Whatever your task, work heartily, as serving the Lord and not men, knowing that from the Lord you will receive the inheritance as your reward; you are serving the Lord Christ.

Colossians 3:23-24

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© 2025 Powell United Financial Services LLC. All rights reserved.

Powell United Financial Services LLC
16850 Saturn Ln, Ste 100
Houston, TX 77058 

Phone: (832) 930‑7636 
Hours: By appointment, Monday–Friday

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