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Tax Planning & Tax Preparation Services

Ways to Work With Us

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Whether you just need a return done right or you want a year-round planning partner, there's a package built for where you are.

Personal Tax Prep Packages & Pricing

Tax return engagements begin at $600, priced by the complexity of your situation — never simply the number of forms. You receive a fixed quote before any work begins.

NO SURPRISES — Fixed quote before work ever begins

Essential Advisory Most Requested Premier
Ideal For You want it done right by
someone you trust 		You want to feel in control
and plan ahead 		You want a partner in
your corner year-round

Extension Handling

 Firm Discretion Client Discretion Client Discretion

Turn Around Time

 Firm Discretion Pick your week 7 Business Days

Schedules C and E

 Additional $160 Included Included

Return Review

 Video Video Virtual In Person

Tax Estimates

 Safe Harbor Projected Projected

Estimated Tax Reminder

 — Emailed Emailed

IRS Notice Review

 Basic Enhanced Comprehensive

Withholding Optimization

 Email — —

Mid-Year Review

 — Virtual In Person Virtual In Person

Year-End Planning

 — Virtual In Person Virtual In Person

Year-Round Support

 — Enhanced Comprehensive

Starting Investment

 $600 $1,100 $2,000

Every Package Includes:

  • Federal & 2 State returns

  • E-filing & secure portal

  • Electronic signatures

  • 2 Dependent Returns

  • Review of carryovers

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Get Started

Common Add-On Services

Schedule C – Business Income +$160
Schedule E – Rental Property (1–3 properties) +$160
Additional Rental Property starting at $50 each
Trust Return – Form 1041 starting at $800
Partnership Return – Form 1065 starting at $1,200
S Corporation Return – Form 1120-S starting at $1,200
IRS or State Notice – Research & Diagnosis $250
Prior Year Tax Return Review $250
Prior Year Returns starting at $400
Amended Returns starting at $400

Service Details & Definitions

Essential Advisory Premier

Billing

 50% deposit to reserve your spot Remaining balance is due at filing.

Turn Around Time

 Firm Discretion

Your return is scheduled based on our current workload.

Pick Your Week

Once your deposit is received, you'll be sent a link to pick the week you expect to have all of your documents ready. We'll focus on your return that week and aim to have it completed by the end of it, pending any missing documents.

7 Business Days

The 7-business-day clock begins once all of your documents have been uploaded.

Schedules C and E

 Additional $160

Schedules C and E are available for an additional $160.

Included

Schedules C and E are included.

Included

Schedules C and E are included.

Tax Estimates

 Safe Harbor

Based on last year's taxes to help ensure you pay enough to avoid underpayment penalties.

Projected

Real-time, updated projections based on the information you provide throughout the year.

Projected

Real-time, updated projections based on the information you provide throughout the year.

IRS Notice Review

 Basic

We interpret the notice and let you know what to do. Limited to 30 minutes of work.

Enhanced

We put together a response to the notice on your behalf. Limited to 1 hour of work.

Comprehensive

Your notice is handled 100% by us, start to finish.

Enhanced and Comprehensive notice work may require IRS Form 2848 to clear the notice.

Withholding Optimization

Email 		Included

An email with withholding recommendations based on your uploaded information, including W-4 instructions. Delivered in June or July.

— —

Mid-Year & Year-End Review

 — Included

Includes tax-saving recommendations, updated tax projections, and strategies to avoid penalties based on the current tax information you provide, with reasonable assumptions made where needed.

Included

Includes tax-saving recommendations, updated tax projections, and strategies to avoid penalties based on the current tax information you provide, with reasonable assumptions made where needed.

Year-Round Support

 Pay As Needed

Additional tax planning and support can occur and will be billed at $250 per hour.

1 Hour Included

Includes 1 hour of support. Any additional time will be billed at $250 per hour.

Up to 5 Hours Included

Support is included for up to 5 hours. Any additional time will be billed at $250 per hour.