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Essential Individual Tax Package
Starting at $175
Perfect for individuals and families with straightforward tax situations.
Includes:
- Federal tax return preparation
- One state return (if applicable)
- W-2 income reporting
- Standard deduction review
- Child tax credit review
- Education credit review
- Basic investment income reporting
- Direct deposit setup
- Electronic filing
- Secure client portal access
- Basic IRS notice support related to prepared return
Best For:
- W-2 employees
- Families
- First-time filers
- Individuals with simple returns
Self-Employed & 1099 Tax Package
Starting at $475
Designed for independent contractors, gig workers, freelancers, and side hustlers.
Includes:
- Everything in Essential Package
- Schedule C business reporting
- Business expense optimization
- Home office deduction review
- Mileage deduction review
- Quarterly estimated tax guidance
- Business deduction recommendations
- Self-employment tax review
- Basic tax planning recommendations
Best For:
- Freelancers
- Independent contractors
- Gig workers
- Consultants
- Side businesses
Real Estate Investor Tax Package
Starting at $650
Strategic tax preparation built specifically for landlords and real estate investors.
Includes:
- Everything in Self-Employed Package (if applicable)
- Schedule E preparation
- Multi-property reporting
- Depreciation review
- Rental income and expense analysis
- Short-term rental reporting
- DSCR investor familiarity
- Real estate deduction optimization
- Entity structure discussion
- Basic tax strategy consultation
Best For:
- Landlords
- Airbnb hosts
- Short-term rental owners
- Buy-and-hold investors
- Multi-property investors
Small Business Tax Package
Starting at $850
Comprehensive tax preparation for growing businesses needing advanced support.
Includes:
- Business tax return preparation
- S-Corporation returns
- Partnership returns
- Owner compensation review
- Tax-saving strategy recommendations
- Basic bookkeeping review
- Estimated tax guidance
- Year-round email support
- IRS correspondence assistance related to prepared return
Best For:
- LLCs
- S-Corporations
- Partnerships
- Growing businesses
- Service-based companies
Premium Tax Strategy & Advisory Package
Starting at $1,500
Year-round tax support and proactive planning for high-income earners, investors, and business owners.
Includes:
- Comprehensive tax preparation
- Year-round tax planning
- Quarterly strategy meetings
- Estimated tax calculations
- Entity optimization discussions
- Retirement contribution planning
- Real estate tax strategy
- Business deduction planning
- IRS notice review
- Priority communication support
Best For:
- High-income earners
- Real estate professionals
- Multiple business owners
- Investors
- Clients seeking proactive planning
Self-Employed & 1099 Tax Preparation
Starting at $475
Tax preparation and guidance tailored to freelancers, contractors, and business owners with self-employment income.
Includes:
- Everything in the Individual Package
- Schedule C preparation
- Business expense deductions
- Home office deduction review
- Mileage deduction review
- Self-employment tax analysis
- Quarterly estimated tax guidance
Best For:
- Freelancers
- Gig workers
- Consultants
- Side hustles
Real Estate Investor Tax Services
Starting at $300 per Schedule E Property
Specialized tax support for landlords, short-term rental owners, and real estate investors.
Includes:
- Schedule E preparation
- Rental income reporting
- Depreciation review
- Expense categorization
- Short-term rental reporting
- Multi-property support
- Real estate deduction optimization
Best For:
- Landlords
- Airbnb hosts
- Buy-and-hold investors
- Short-term rental owners
- Multi-property investors
Small Business Tax Preparation
Starting at $300
Comprehensive business tax preparation for entrepreneurs and growing companies.
Includes:
- Business tax return preparation
- Expense review
- Basic tax strategy recommendations
- Estimated tax guidance
- Entity-specific filing support
Includes:
- LLCs
- Small businesses
- Sole proprietors
- Service-based businesses
Bookkeeping Services
Starting at $300/month
Monthly bookkeeping services that help business owners stay organized and financially informed year-round.
Includes:
- Monthly transaction categorization
- Bank reconciliations
- Profit & loss statements
- Financial organization
- Tax-ready bookkeeping
Includes:
- Small business owners
- Self-employed professionals
- Real estate investors
Tax Planning & Advisory
Starting at $250
Proactive tax planning designed to help reduce tax liability and improve financial decision-making.
Includes:
- Tax savings analysis
- Estimated tax review
- Retirement contribution planning
- Deduction strategy discussions
- Business tax planning guidance
Includes:
- Business owners
- High-income earners
- Investors
- Individuals with multiple income streams
IRS & Tax Resolution Assistance
Custom Pricing
Professional guidance for clients dealing with IRS notices or unresolved tax matters.
Assistance Includes:
- IRS notice review
- Prior-year filing assistance
- Payment plan guidance
- Penalty review
- Tax transcript analysis
Areas of Expertise
Service
Individual Tax Preparation
Small Business Tax Services
Real Estate Investor Tax Strategy
Bookkeeping
Tax Planning
IRS Notice Support
Self-Employed & 1099 Tax Guidance
Starting Price
$250+
$200+
$125+
Custom Quote
Starting at $300/month
Starting at $250
$100
Additional Services & Fees
Service
Prior Year Tax Returns
Amended Tax Returns
IRS Notice Review
Bookkeeping Cleanup
Monthly Bookkeeping
Tax Planning Consultation
EIN Registration Assistance
LLC Formation Guidance
Starting Price
$250+
$200+
$125+
Custom Quote
Starting at $300/month
Starting at $250
$100
Custom Quote
What’s Included With Every Tax Package
Secure Online Portal
Convenient document upload and secure communication.
Electronic Filing
Fast and secure IRS e-filing included.
Accuracy Review
Every return undergoes a detailed review process.
Personalized Support
Direct communication throughout the tax preparation process.
Transparent Pricing
Clear pricing with no hidden fees.
Optional Add-On Services
- Audit Protection
- Rush Processing
- Bookkeeping Services
- Tax Planning Sessions
- Business Formation Assistance
- Quarterly Tax Estimates
- Financial Statement Preparation
- Payroll Referrals