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TAX PREPARATION & PLANNING

TAX PREPARATION & PLANNING

Each person has a different tax situation, and that is why we pride ourselves to ensure your experience receives the personal attention that it deserves.  Our goal is to help you maximize your tax-saving opportunities so you walk away feeling comfortable and confident.  Our prices factor in the following; the amount of time required to prepare & finalize the return, complexity of the return, filing & processing fees, and access to our personal contact information so you can have any of your questions answered.  We can file in all 50 states!

Select from our tax preparation services below to book your appointment.  

We have in-person, phone, and zoom options available.

NOTE: Due to Covid-19 we’re only accepting virtual meetings through zoom, or phone calls.

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Copper:  Student Tax Return
$150

Full-time active students with no dependents, receive 1098-T, and up to three W-2s.  Includes Preparation and E-filing of Federal forms, State forms, and common deductions/credits.

NOTE:
If submitting more than three W-2 forms, an extra $15 fee per W-2 will apply.

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Bronze:  Personal Tax Return
Prices starting at $225

For individuals with W-2 income: Includes Preparation and E-filing for any filing status, Federal forms, State forms, and common deductions/credits.

NOTE:

- An additional fee of $50 will apply if filing with dependents
- If submitting more than two W-2 forms, an extra $25 fee per W-2 will apply.

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Silver:  Self Employed / Investor 
Prices starting at $400

For individuals with the following type of income: Self-employed / Single Member LLC and Independent Contractors (Sch C), Investors receiving form 1099-B (Sch D), Rental Income (Sch E). Includes Preparation and E-filing for any filing status, Federal forms, State forms, dependents, and common deductions/credits.

- $75+ for each additional income source listed above

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Gold:  Partnership & Multi-Member LLC
Prices starting at $600

Includes Form 1065, Schedule K-1’s, and State Filings. Prices will vary depending on the size and complexity of the business but will be communicated prior to work being started.

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Platinum:  S Corporation
Prices starting at $800

Includes Form 1120S, All Necessary Schedules, and State Filings. Prices will vary depending on the size and complexity of the business but will be communicated prior to work being started.

Need additional tax services not captured above?