Perfect for:

Individuals looking for accurate, stress-free tax filing

New clients seeking a one-time tax engagement

Starting at:

$450 for individual tax returns

What’s Included:

One-time 30-minute intake call or intake form

Review of your prior year’s tax return

Preparation of federal and state tax returns

Electronic filing with confirmation

Basic audit protection (includes IRS letter response)

Additional Services Available:
Not included but can be added for an additional fee:

Personalized tax strategy or planning

Quarterly estimated tax calculations

Perfect for:

Solopreneurs or small business owners who need accurate annual filing without ongoing support

New clients seeking a one-time tax engagement

Starting at:

$850 for business returns (Schedule C, S-Corp, or Partnership)

Optional add-ons: 1099 preparation, multi-state filings, K-1s, and more

What’s Included:

One-time 30-minute intake call or detailed intake form

Review of your prior year’s tax return

Preparation of federal and state business tax returns

Electronic filing with confirmation

Basic audit protection (includes IRS letter response)

Additional Services Available:
Not included but can be added for an additional fee:

Tax strategy or planning sessions

Quarterly estimated tax calculations

Bookkeeping services

Payroll support