Pricing

Tax prep isn't one-size-fits-all. Your situation's different from the next person's. So your price should be too. We've built three plans that cover most folks. But honestly? We're flexible. Give us a call if nothing quite fits.

Solo

$340

Simple returns. W-2 income. Basic deductions. That's it. Perfect if your taxes aren't complicated.

✓ Individual tax return preparation
✓ Standard deductions or itemized
✓ One state return included
✓ E-filing to IRS
✓ 30-minute tax strategy chat
✓ Quarterly estimated tax guidance

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Business Owner

$795

You've got a business. Maybe rental properties too. Self-employed. Freelancer. We handle the complexity. You keep your sanity.

✓ Personal and business tax returns
✓ Schedule C, E, or partnership setup
✓ Quarterly tax planning sessions
✓ Estimated payment calculations
✓ Two state returns
✓ Year-round tax strategy support
✓ Business expense optimization review

Let's Talk Business

Full Planning

$1,450

Multi-state operations. Complex investments. Trusts. Entities. You need someone who thinks ahead, not just backward.

✓ Everything in Business Owner plan
✓ Unlimited state returns
✓ Investment income coordination
✓ Quarterly planning meetings (4x year)
✓ Trust and entity tax planning
✓ Retirement contribution strategy
✓ Multi-year tax projection analysis

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Pricing FAQ

Do you charge extra for amended returns?

Depends. If we prepared your original return, we'll amend it for $180. If you're fixing someone else's mess? That's $295. Corrections are faster than starting from scratch.

What if my situation changes mid-year?

Call us. Seriously. Don't wait until April. We'll adjust your plan and recalculate what you owe quarterly. That's why we do planning, not just filing.

Can you work with my existing accountant?

Absolutely. We've coordinated with 43 different firms over the years. We're not territorial. If another professional's already doing bookkeeping or payroll, we'll work around that. Just give everyone a heads-up.

Is there a discount for bundling with next year?

Good question. If you pay for next year's planning upfront, we knock 12% off. But only if you commit before January 15th. It helps us schedule better.

Need a Custom Solution?

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