Pricing
Transparent Pricing. No Hidden Fees. Simple Plans for Every Tax Situation.
Individual Tax Returns (Form 1040)
Essential 1040
Best for simple, straightforward tax returns.Federal Form 1040 preparation
One state return (if applicable)
E-file submission & confirmation
Secure client portal access
Complete 1040
Designed for most individuals and families.Federal Form 1040 preparation
One state return (if applicable)
Schedule A, B, and common credits
E-file submission & confirmation
Secure client portal access
Advanced 1040
For complex personal tax situations.Federal Form 1040 preparation
Enhanced schedule and reporting review
E-file submission & confirmation
Secure client portal access
If additional complexity is identified during review, an upgrade to the appropriate package may be required before filing.
Business Tax Returns
Essential Business Return
For low-activity businesses with clean records.Federal business tax return
Basic expense and deduction review
Depreciation (simple assets)
E-file submission & confirmation
Complete Business Return
For established small businesses.Federal business tax return (1065 or 1120-S)
K-1 preparation
Depreciation schedules
One state return (if applicable)
E-file submission & confirmation
Advanced Business Return
For complex entities and high-touch compliance needs.Federal business tax return
Multi-state considerations
Advanced depreciation and asset review
Owner basis and capital analysis
E-file submission & confirmation
Additional Services
Additional State Returns
Preparation of one additional state income tax return
State-specific income allocation and adjustments
Electronic filing and confirmation
Amended Returns (Form 1040-X)
Preparation and filing of Form 1040-X
Review of original return and supporting documentation
Updated calculations and compliance review
Additional schedules or forms not included in the original filing may incur additional fees.
Prior-Year Returns
Current package rate + $50 per tax yearFull preparation of the applicable prior-year return
Compliance review based on prior-year tax law
Electronic filing (when available) or paper filing guidance
Secure document handling through the client portal
IRS Correspondence & Compliance
IRS Letter Review & Response
Add-On (Flat Fee)Clear explanation of your IRS notice along with a professionally prepared response to ensure compliance and prevent penalties.
Document Retrieval & Transcript Review
Add-On (Flat Fee)Ensure secure retrieval of IRS transcripts and tax records by conducting a thorough review to identify issues or missing information.
Audit Support / Correspondence Assistance
Add-On (Flat Fee)Guidance and document preparation for IRS audits or inquiries, including step-by-step support tailored to your case’s complexity.
Complex IRS Inquiry
Add-On (Flat Fee)Complete support for advanced IRS correspondence involving multiple issues, detailed explanations, or requests for substantiation beyond standard letter responses.
Tax Planning Packages
Bronze Tax Planning Package
W-2 earners and simple tax situations- 1 Annual Tax Planning Session
Email Support (5 questions per year)
Withholding & estimated tax review
Quick income/tax projection
Action plan for next year
Silver Tax Planning Package
Self-employed, multi-state, or high-income clients needing more touchpoints- Quarterly Tax Planning (4 sessions)
Unlimited Email Support
Business deduction optimization
Estimated tax payment calculations
Income shifting & deduction strategy
Mid-year tax projection
Gold Tax Strategy Package
Business owners, investors, and clients needing deep strategy- Monthly Strategy Sessions
Unlimited Email Support
Multi-Year Tax Strategy
Retirement & distribution planning
Entity structure optimization (LLC/S-Corp review)
Investment & capital gains planning
Custom long-term tax roadmap
Payment Terms
Payment is due in full when you’ve been accepted.
Work begins only after payment and required documents are received.
Fees are non-refundable once preparation has started.
YOU CAN BEGIN YOUR SECURE INTAKE TODAY.
Tax season fills up fast – secure your spot now.