Tax Preparation Services

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

    Individual

    Whether you are single or have a small family we are here to help you stay compliant by filing your return for you so you can avoid costly mistakes many individuals face when filing their own return.

    Each tax service includes:

    1 15 min introductory consultation

    Tax Prep of 1040 and 1 state return

    1 30 min live or pre-recorded tax return review

    Investment starting at $250

    *Add On

    Due Diligence Package

    Protect your right to claim the child tax credit and earned income tax credit by investing in a little extra scrutiny and document storage.

    Annual Tax Monitoring Services

    Have peace of mind throughout the year knowing you won’t be surprised by changes to your tax return with the IRS or state taxing authority.

    Information Returns

    If you need to file 1099’s or W-2’s we are here to help you remain compliant. 1099 requirement is for other non corporation businesses that have been paid over $600 during the year and W-2 requirement is for every employee.

    *Additional Schedules, Forms, 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

    If you don’t have the time to file your own return or are transitioning from your previous accountant we are excited to welcome you with open arms.

    Filing a business return can be complex and time consuming when you aren’t sure of the ins and outs of taxation.

    Each tax service includes:

    1 15 min introductory consultation

    Tax Prep of Federal and 1 state business return

    1 30 min live or pre-recorded tax return review

    Investment Starting at

    $750 for Single Member LLC

    $1,250 for Multiple Member LLCs

    *prices increase with complexity

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

    Corporation

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

    We are happy to assist with a professionally prepared and filed 1120.

    As you transition from your current accountant we are happy to take over tax preparation and planning so that you can spend your precious time running your business .

    Each tax service includes:

    1 15 min introductory consultation

    Tax Prep of Federal Business and 1 State return

    1 30 min live or pre-recorded tax return review

    We don’t prepare 990 Non Profit returns at this time.

    Investment Starting at

    $1,095 for S-Corp

    $1,500 for C-Corp

    *Tax Only Business clients must have a current bookkeeper, accountant or purchase clean up/analysis.