GET THE RIGHT HELP FOR YOUR TAX SITUATION
Whether your taxes are straightforward or more complex, we make the process clear and manageable. Our professional tax preparation services are designed for individuals, families, and self-employed taxpayers who want accurate filing without the stress.
TRANSPARENT PRICING (BASED ON FORMS)
Our pricing is based on the tax forms required for your return. After you complete the intake, we review your information and provide an estimated fee range in your engagement letter before any work begins.
This ensures pricing is clear, documented, and agreed to upfront.
Pricing Snapshot
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Individual return (Form 1040): $225
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Self-employed / 1099 income (Schedule C): +$200
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Rental property income (Schedule E): +$200 per property
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Investments (stocks or crypto – Schedule D): +$100
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Prior-year returns: priced per year
Additional fees may apply for certain credits, gambling income, amendments, or other special situations.
Full pricing details are available below.
OUR TAX PREPARATION PROCESS
We operate as a primarily online firm, which allows us to provide a secure, efficient, and streamlined tax preparation experience. Clients complete their intake, upload documents, communicate with us, and access their completed tax return through a secure client portal designed to protect sensitive information. This method is safer than emailing documents or exchanging paperwork in person, and it keeps everything organized in one place. While our process is built for online convenience, we are happy to meet clients in person when preferred. For individual and small business Schedule C tax returns, preparation is completed first and payment is due only once the return is finished and ready to file. If you are due a refund, qualified taxpayers may choose to use a bank product that allows tax preparation fees to be paid from the refund, and in some cases may also be eligible for a refund advance.
Start Your Intake
Getting started is simple. Complete our secure online intake and upload any documents you already have. You don’t need everything upfront—you can add documents as they arrive. This allows us to begin reviewing your situation without delays.
Engagement Letter & Estimate
Once your intake is submitted, we review your information to understand which forms apply. You’ll receive an engagement letter outlining the scope of work along with an estimated fee range. No tax preparation work begins until the engagement letter is approved.
Preparation & Questions
After approval, we prepare your tax return and review it for accuracy and compliance. If we need clarification or additional information, we’ll reach out through the secure portal. This step ensures everything is handled correctly before filing.
When your return is ready, you’ll have the opportunity to review it and ask questions. Once approved, you’ll sign electronically and we’ll e-file your return. After filing, we remain available for questions or follow-up support.
Review, E-Sign & File
FREQUENTLY ASKED QUESTIONS
Do you prepare both individual and self-employed tax returns?
Yes. We prepare individual tax returns for W-2 employees and families, as well as self-employed and small business Schedule C returns. During the intake, we’ll determine which forms apply to your situation.
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Do I need all of my documents before I start?
No. You can start your intake and upload documents as they become available. This allows us to begin reviewing your situation without waiting on every form.
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When will I know how much my tax preparation will cost?
After you complete the intake, we review your information and send an engagement letter that includes an estimated fee range. No tax preparation work begins until the engagement letter is approved.
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How is your pricing determined?
Pricing is based on the tax forms required for your return. This means you only pay for what applies to your situation. A pricing snapshot is shown above, and full pricing details are available before you move forward.
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How are tips and overtime treated this year?
The tax treatment of tips and overtime depends on current rules and your individual circumstances. We review your income to ensure it is reported correctly and in line with current tax guidance.
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Can you help if I have children or dependents?
Yes. We help determine eligibility for child-related credits, such as the Child Tax Credit or Earned Income Credit, and complete the required forms when applicable.
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What if I haven’t filed taxes for prior years?
We help clients get caught up on unfiled or prior-year returns. We’ll review what needs to be filed and create a clear, manageable plan to move forward.
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Is my information secure if everything is done online?
Yes. We use a secure client portal for intake, document upload, messaging, and accessing your completed return. This is safer than emailing documents or exchanging paperwork in person.
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Still have questions? Start your intake and we’ll walk through your situation with you.