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Choose Your Situation
We'll show you the tax service packages that fit your needs
Individuals & Families
Individuals Essentials
$525+
Simple, efficient service for individuals and families.
Best Fit For:
- W-2 earners, retirees
- No business, rental, brokerage, or partnership income
- Just need taxes prepared without ongoing support
What's Included
- Preparation of income tax return: wages, Social Security, interest, dividends
Scheduling
Prep week selection (Jan 17–Mar 15)
Return completed within three weeks
Return completed within three weeks
Individuals Enhanced
$775+
Extra support for individuals and families all year.
Best Fit For:
- W-2 earners, retirees who want year-round CPA access
- No business or rental income
- Desire quick answers and IRS notice help
What's Included
- Preparation of income tax return: wages, Social Security, interest, dividends
- Safe Harbor estimated tax payment calculations
- Year-round responses for "Quick Questions"
- IRS notice response assistance
Scheduling
Prep week selection (Jan 17–Apr 1)
Priority scheduling
Return completed within two weeks
Priority scheduling
Return completed within two weeks
Business Owners & Rental
Business Owners Essentials
$875+
Straightforward service for business owners and landlords.
Best Fit For:
- Self-employed, rental property, brokerage, partnership or K-1
- No year-round CPA support or projections
- Want a professional to handle tax prep
What's Included
- Preparation of income tax return: business (Schedule C), rental property (Schedule E), brokerage, partnership, K-1 income
Scheduling
Prep week selection (Jan 17–Mar 15)
Return completed within three weeks
Return completed within three weeks
Business Owners Enhanced
$1,400+
Comprehensive support for businesses and landlords year-round.
Best Fit For:
- Business owners, landlords, active investors wanting ongoing support
- Desire tax planning, answers, IRS notice assistance
- Want midyear and annual review opportunities
What's Included
- Preparation of income tax return: business (Schedule C), rental property (Schedule E), brokerage, partnership, K-1 income
- Safe Harbor estimated tax payment calculations
- Year-round CPA access for "Quick Questions"
- IRS notice assistance
- Annual planning call and guidance
Scheduling
Prep week selection (Jan 17–Apr 1)
Priority scheduling: first available choice
Return completed within one week
Priority scheduling: first available choice
Return completed within one week
Important Notes About Fees
Fee Schedule:
Our fee schedule is designed to cover the needs of most taxpayers with standard or moderately complex tax situations. However, additional fees may apply if unusually complex circumstances arise, such as extensive tax research, multi-state filings, foreign asset reporting, or other intricate tax matters.
Accounting Work:
If excessive accounting work, such as extensive bookkeeping, transaction cleanup, or reconstruction of financial records, is required to complete your tax return, additional fees may apply. In such cases, I will communicate any anticipated charges before proceeding.