Expert tax preparation.
One clear, upfront price.
Choose a package that fits your tax situation.
We review your documents and confirm your fee before preparation begins.
Personal tax packages
One package price. One federal and one state return included.
Basic
W-2 income, interest, unemployment and the standard deduction. No dependents.
Family
Basic features plus dependents, child-related credits, education credits and itemized deductions.
Retirement
Social Security, pensions, IRA distributions, interest, dividends and itemized deductions.
Investments
Family or retirement features plus investment sales with complete brokerage statements and cost basis.
Self-Employed / Gig Worker
Personal return plus one sole proprietor business, business deductions and estimated tax vouchers.
Rental Property Owner
Personal return plus one rental property, related deductions and depreciation.
Business + Rental
Personal return with one sole proprietor business and one rental property.
Business entity returns
For businesses with complete, reconciled books.
S Corporation
Form 1120-S and up to two shareholder K-1s.
Partnership
Form 1065 and up to two partner K-1s.
C Corporation
Form 1120.
Includes one federal and one state entity return. Owners’ personal returns are priced separately.
Included with every package
- One federal and one state tax return
- Electronic filing where available
- Review of your completed return before filing
- Digital copy of your return
- Answers to questions about the prepared return
- Filing extension if needed
Clear answers before you begin
How is my final fee confirmed?
We review your documents and confirm one package price before preparation begins. Package fees are not added together. Any change in scope or price requires your approval.
What if I need a custom package?
Multiple states, additional businesses or rental properties, cryptocurrency, foreign reporting, bookkeeping cleanup and other work outside these packages receive one custom flat-fee quote before work begins.
What records should I have ready?
Self-employed packages require organized income and expense records. Business entity packages require complete, reconciled books.
When is payment due?
Payment is due before filing. Fees are never based on the amount of your refund.
Does an extension give me more time to pay?
No. An extension provides more time to file, not more time to pay.
Let’s find the right package for you.
Discuss your tax situation and confirm your upfront price.
Book a consultation