Our Services
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Annual Tax Prep
Tax preparation and filing for individuals, small businesses, and community organizations. This covers annual Federal, state, and local income tax filing. // Sign up for a free discovery call here.
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Year-Round Tax Support
Packages that include quarterly estimated taxes, issue-specific tax troubleshooting, and tax planning around the calendar year.
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Consultations
Single-session or fixed program tax advising for help addressing a specific situation, laying solid foundations for your business, understanding tax notices, and more.
Pricing
Individuals - starting at $395
For individuals without self-employment income.
Non-Profits - custom
Exception for small non-profits with under $50,000 in gross receipts for the year, who generally have a filing fee of $165. Otherwise, organizations with gross receipts exceeding this amount should schedule a call for a custom quote.
Self Employed - starting at $580
For individuals with self-employment income. Includes most freelancers and single-owner small businesses.
Planning Packages - prices below
We offer tax planning packages that includes your annual return, as well as quarterlies, and other tax planning services throughout the year. More information below. Custom quotes based on complexity.
S-Corps and Partnerships - starting at $1250+
Custom quotes provided after detailed evaluation in free discovery call.
Community Orgs - custom
For individuals responsible for transferring money from crowdfunding campaigns, grants, or other funding sources on behalf of a community organization, as well as unincorporated charitable organizations that require tax support. Feel free to book a no-cost initial call to discuss your question or concern.
Packages
Tax Planning Package (starting at $785)
Planning and support for new and growing businesses.
Well-suited for most freelancers. Includes the following:
Annual tax preparation
Quarterly tax estimates for federal, state, and local
Year-end tax planning call to discuss strategy in the coming year.
Basic email support with discounted consults (30% off) for more complex issues
Year-Round Support Package (starting at $1,750)
Support and planning for established businesses who have a bookkeeper and would benefit from tax advising throughout the year. Includes the following:
Annual tax preparation
Bookkeeping support throughout the year
Quarterly estimated taxes for federal, state, and local
Semi-annual consults for tax needs and strategizing throughout the year
Personalized tax planning and guidance
Year-round support and guidance on IRS communications
Our services cover federal, state, and local income tax filings in one flat fee. Custom quotes may be required for returns that include more complex compliance and reporting obligations such as rentals, multiple streams of self-employment income, property sales, unreported cryptocurrency transactions, or foreign reporting based on complexity. This can be assessed in the initial call. Sign up here.
Refund & Cancellation Policy
All tax services require an advance deposit, which will be applied to your total invoiced balance. If the engagement is canceled by either party without errors on the return, we reserve the right to retain the deposit and additional payments for services rendered or in progress. If we do not receive the necessary documents within 12 months of engagement, we may terminate the agreement.