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 *** Tax Prep Discovery Calls Will Resume Mid/Late-July ***

Important Pricing Information

Our fees are based on the time it takes to get your tax return just right and maximize all eligible deductions.

HEADS UP...

Providing unorganized documents might mean a little extra time (and a higher fee).  All tax prep services include a tax organizer and virtual appointment to ensure you have a clear understanding of what's needed and streamline the process. 

 
Let's work together to keep the tax prep experience as smooth and efficient (and low-cost) as possible!

Starting Tax Prep Prices

All tax prep includes:

  • One complimentary 30-minute consultation throughout the year

  • A virtual tax appointment before the tax prep starts

  • A review of your tax return before signing for e-filing

  • 24/7 access to your tax documents through our secure online portal

$525

Essentials Tax Return

  • W-2 Income

  • 1098 - Mortage Interest Statement

  • 1098 - Student Loan Interest

  • 1098 - INT (Interest Income)

  • 1098 - T (Tuition Statement)

  • 1099 - G (Unemployment Income)

  • 1099 - SSA (Social Security)

  • Itemized Deductions

  • Dependent Care Credits

  • IRA/529 Contributions

  • 1 State Tax Return

$755

Independent Contractors

  • For those that are independent contractors and get paid with a 1099-MISC/NEC​

  • Includes all items under the Essentials Tax Return

  • Calculation of Estimated Quarterly Tax Payments & Reminders

$855

Single-Member LLCs

  • For those that are sole-owners of an LLC

  • Includes all items under the Essentials Tax Return

  • Calculation of Estimated Quarterly Tax Payments & Reminders

$1,500

Corporations & Partnerships

  • Includes traditional Corporations, S-Corporations, and Partnerships

  • Owners/Shareholders are eligible for discounted Essentials Tax Return prep for their individual tax returns

Things That Increase Starting Prices

  • Mutiple/Complex State Filings

    • All states are not created equal - some are more complex than others​

  • High-Earners (Individuals & Businesses)​

    • Tax complexity increases based on earnings​

  • Multiple Small Businesses​

  • Rental Properties

  • Brokerage Accounts

  • K-1s

  • Royalties

  • Sale of Primary Residence

  • Retirement Accounts

  • Foreign Income/Residence

  • Cryptocurrency

  • Court Settlements

IRS Advance Tax Notice Monitoring

  • Monitors the IRS System 24/7 alerting us of transcript changes to anticipate potential problems, so that we can prepare responses in advance

  • Most notifications can alert us of an impending audit up to 6 months in advance

$129/year
Abstract Water

Examples of Pricing Scenarios

Scenario 1:  $825 - $1,025

W-2 income and 1 Rental Property

Scenario 2:  $850 - $1,050

W-2 income, 2 State filings, 1 K-1, and low-volume brokerage account

Scenario 3:  $955 - $1,155

Single-Member LLC with 2 State filings

Scenario 4:  $1,000 - $1,200

W-2 income, 1 State, high-volume brokerage account

Scenario 5:  $1,025 - $1,425

Single-Member LLC owner that files jointly with their spouse and they both have multiple brokerage accounts and one or both spouses receive royalties

Scenario 6:  $1,125 - $1,425

2 Rental Properties and 1 State filing

Scenario 7:  $1,200 - $1,400

Single-Member LLC, 2 State filings, 1 K-1, and low-volume brokerage account

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