Tax Preparation Services

Individual & Business Tax Preparation by a licensed Enrolled Agent

Whether you need a simple return filed, a business return handled with care, or you’re behind and need to catch up-we’ll get you compliant and confident, not just checked off a list.

Behind on filing? We prepare current and prior year returns, so wherever you’re starting from, we’ll get you caught up and back on track.

Just need a return filed this year? Start here. Want a year-round tax strategy partner? See Relationship Accounting or Advisory instead.

Pricing is provided at your consultation. As an Enrolled Agent we must adhere to our governing standards around advertised prices, therefore exact rates are confirmed once we understand your specific return.

  • A happy multiracial family of five lying on a bed, laughing and enjoying each other's company.

    Individual - Form 1040

    Whether you are single or have a family we’ll file your return accurately so you can avoid the costly mistakes many people make filing other own — this year’s return or a prior year you’re catching up on..

    Each tax service includes:

    15 min introductory consultation

    Tax Prep of 1040 and 1 state return

    Pre-recorded tax return review

    Filing of Federal and State return

    Investment starts at $450

    Additional schedules, forms, and returns priced individually

  • A smiling barista in a pink shirt hands a white coffee cup on a saucer to a customer at a coffee shop counter.

    Small Business Owners - Schedule C & Partnership Returns

    Don’t have time to file your own return, or transitioning from a previous accountant? We’re excited to take this off your plate — current or prior years you’ve fallen behind on.

    Business returns come with complexity most owners don’t have the bandwidth to navigate alone. We do.

    Each tax service includes:

    15 min introductory consultation

    Tax Prep of Federal and 1 state business return

    Pre-recorded tax return review

    Pricing based upon complexity

  • Three people working at computers in an office, smiling and engaged, with plants and office equipment in the background.

    Corporation - Form 1120S, 1120, or 990

    Are you a small corporation with gross receipts of less than $5 million?

    We’ll professionally prepare and file your 1120S, 1120, or 990.

    Transitioning from your current accountant? We’re happy to take over tax preparation so you can spend your time running the business not chasing for paperwork.

    Each tax service includes:

    15 min introductory consultation

    Tax Prep of Federal Business and 1 State return

    Pre-recorded tax return review

    Pricing based upon complexity

    *Tax-only business clients must have a current bookkeeper, accountant or purchase clean up/analysis — this ensures your books are accurate before we build your return on top of them.

Add ons:

  • Due Diligence Package - extra scrutiny and document storage to protect your right to claim the Child Tax Credit and Earned Income Tax Credit

  • Annual Tax Monitoring Services — peace of mind year-round, so you’re never suprised by an IRS or state notice

  • Information Returns— 1099 and W-2 filing support (1099s required for non-corporate payees paid over $2,000 in 2026; W-2s required for every employee)

  • Financial Review—if you don’t have a bookkeeper or accountant, we’ll review your business income for accuracy and audit protection

  • Bookkeeping Clean Up — if you don’t have a bookkeeper or accountant, we’ll categorize your bookkeeping transactions based upon accepted accounting principles and reconcile your accounts so they are ready to file accurate tax returns.

Ready to get filed — or caught up?

Book your tax prep consultation and let’s talk about your return, whatever year it’s from.

Tax Prep Consultation