Let's see if we're a good fit.

As Your Tax Experts We

PREPARE ACCURATE RETURNS

KEEP YOU INFORMED

TAKE THE GUESSWORK OUT

SUPPORT YOU BEYOND APRIL

CLASSIC TAX PREP PACKAGE

I need help with filing an original or amended tax return.

Personal - Starts at $200
Entities - Starts at $500

Price will vary based upon complexity of the returns.

  • Tax Preparation - Federal and State

  • One-on-One Session to Review the Completed Return(s)

  • Prior Year Comparison Summary Report to See Prior Year Differences

  • Next Year Projection Summary Using Current Figures to See Next Year's Differences

  • Pre-Season Newsletter to Inform You of Important Annual Changes

  • Client Resource Vault

  • 24/7 Access to a Secure Portal to Gather, Organize, Store and Sign Tax Documents

  • Standard Work Guarantee

*This a la carte plan does not include tax planning or IRS support.  Those services can be engaged for separately.  We are always happy to read and explain your IRS notices to you at no additional charge.

WHAT YOU'RE REALLY GETTING

Hover over the options to see the benefits of working with our team.
Tax Preparation

We are committed to staying educated on the latest tax law changes to ensure your tax returns are always prepared accurately.

One-on-One Session

Prior to signing your taxes, we'll explain your situation to you and answer any questions you have about the tax return.  We want you to be able to understand what you are signing.

Prior Year Comparison Summary

We think the best way to understand changes to your taxes is to compare them to the prior year.  We will show you the major differences between this year and last year. (excludes nonprofit filers)

Next Year Projection Summary

To prepare you for the year ahead, we provide you with a projection of next year's taxes under the laws as we know them and using the figures from your current return. (excludes nonprofit filers)

Pre-Season Newsletter

Every year just before the start of tax season, we keep you informed by sending you our annual newsletter highlighting the major changes we feel affect our clients most.

Client Resource Vault

You will get access to our Client Resource Vault that contains deduction checklists, useful web links, and how-to-videos for things like making IRS payments.

Secure Online Portal

With the portal you can send/receive documents securely, store tax years, and e-sign tax forms.  You can download the app to scan documents to pdf or message with us all on your phone!

Standard Work Guarantee

If we make an error on your return, we will take corrective action free of charge and will pay any related interest and penalties up to the point of discovery and correction.

Ready to get started?