Tax Services

We take the stress out of your finances. Whether you’re filing as an individual or business, we provide accurate, timely, and strategic tax preparation. We take a proactive approach to help you minimize liabilities and stay compliant, so you can focus on what’s next.

STARTER $195

Taxpayers filing Form 1040 or 1040-NR with up to four W-2, 1099-R, or SSA-1099 and claiming the standard deduction with no schedules attached. For more in-depth tax needs or advanced filings, explore our personalized add-ons below:

STARTER+ $295

Taxpayers filing Form 1040 with self- employment income (up to four 1099-NEC/MISC and $5k in expenses) and claiming the standard deduction with one schedule C, E, or F attached. For more in-depth tax needs or advanced filings, explore our personalized add-ons below:

BUSINESS $795

Partnerships or S-Corporations filing Form 1065 or Form 1120-S with less than $250k in gross income. For more in-depth tax needs or advanced filings, explore our personalized add-ons below:

BUSINESS+ $1,195

Partnerships or S-Corporations filing Form 1065 or Form 1120-S AND Schedule L with between $250k - $500k in gross income. For more in-depth tax needs or advanced filings, explore our personalized add-ons below:

$30 ADD-ONS (per form)

For each of the following forms or schedules:

Sch 1 Addtl Income & Adjustments,

Sch 2 Addtl Taxes,

Sch 3 Addtl Credits & Payments,

Sch 8812 Credit for Qualifying Children,

Sch A Itemized Deduction,

Sch C, E, or F with expenses over $5k,

Sch EIC Earned Income Credit,

Form 8867 Paid Preparer’s Due Diligence.

$15 ADD-ONS (per form)

All other forms or schedules such as: Form 2441 Child & Dependent Care Expenses, Form 2555 Foreign Earned Income, Form 4562 Depreciation & Amortization, Form 4797 Sale of Business Property, Form 5695 Residential Energy Credits, Form 8379 Injured Spouse Allocation, Form 8824 Like-Kind Exchanges, Form 8825 RE Income for Partnerships/ S Corps, Form 8839 Qualified Adoption Expenses, Form 8863 Education Credits, Form 8936 Clean Vehicle Credit, Form 8960 Net Investment Income Tax, Form 8962 Premium Tax Credit, Sch B Interest & Dividends, Sch D Capital Gains & Losses, Sch H Household Employment Taxes, Sch K-1 Partner’s Share of Income, Sch R Credit for the Elderly & Disabled, etc.

Disclosures: Our form-based pricing strategy remains aligned with our core values and is, therefore, tailored to your individual needs. The final cost may be determined by the scope of work. All returns are subject to a $34.99 Refund Transfer/ e-filing fee when opting to deduct your filing fee from your refund. Prior-year tax filings fees are billed at the current-year rates and, if required, filing fees for State tax return and Form 4868 Extension of Time to File are $75 and $100 respectively. IRS Audit and Notice Services (for existing non-business clients only): Tax Notices Resolution fee is $200 ($75 if added at the time of filing). Tax Audit Representation fee ranges between $1,000 - $3,000 for tax issues pertaining to Installment Agreement and/or Penalty Abatement. 

We truly value your confidence in our ability to manage your tax needs. To proceed with your Tax Consulting Engagement, click on the following link: Individual Tax Organizer.