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

ESSENTIALS TAX PREP PACKAGE

I want tax preparation plus some ongoing support during the year.

Personal - Starts at $500
Entities - Starts at $1000

Price will vary based upon complexity of the returns.

Benefits of package pricing - Value added of all additional perks is at least $750 (Personal) or $1100 (Entities) over the Classic Package.

  • Tax Preparation - Federal and State

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

  • Prior Year and Next Year Comparison Summary Reports to See 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

  • Estimated Payment Reminders

  • Mid-Year Check-Up Session

  • One Email Consultation for a Tax Question

  • Basic Returns for All Dependents (excludes Entity filers)

  • One Amendment Included During Calendar Year

  • Will Review and Respond to First IRS Notice Received

  • Standard Work Guarantee

You may also want to check out our add-on Plus Packages for IRS support during the calendar year.

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 & Next Year Comparison Summaries

We think the best way to understand changes to your taxes is to compare them to the prior year and to see what's coming next year under the laws as we know them. (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!

Estimated Payment Reminders

You won't have to worry about forgetting to make your estimated paymentsWe will send you email reminders in April, June, September, and January.

Mid-Year Check-Up Session

You can schedule a session to meet between June and September to discuss any changes in your tax situation, get a withholding review, and/or recalculate estimated tax payments.

One Email Consultation Included

Use your email consultation for pressing tax questions such as "Is X taxable?", "Do I qualify for X deduction?", "Should I pay off X?", "Should I buy X?", "Should I take a distribution of X?", etc. 

Basic Returns Filed for All Dependents

We'll file basic returns for all of your dependents.  Our basic dependent returns are for W-2 wages, interest income, social security income, and pension income only.  (Entity filers excluded.)

One Amendment Included

If you make a mistake or receive a document after you've filed, you won't have to worry.  This package includes one amendment on a current or prior year return up until December 31st.

Response to One IRS Notice

The IRS sends out millions of notices each year.  If you receive one, don't worry.  We will read and craft a written response to the first notice you receive during the calendar year.

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?