Expert Tax Preparation and Planning Services

Our Services

Basic Service Basic Service
Basic Service
$350.00

  • Up to 2 W-2s(additional fees apply for multiple W-2s)

  • One state filing

  • Single filer

  • No dependents

  • No investments

  • No business income

* Any additional forms or complexity will move the return to the Intermediate tier.

Intermediate Service Intermediate Service
Intermediate Service
$650.00

  • Multiple W-2s

  • Head of Household filing status

  • One or more state filings

  • 1099-NEC / 1099-MISC (non-business or limited side income)

  • Interest & dividends (1099-INT / 1099-DIV)

  • Education-related forms:

    • 1099-T (Tuition Statement)

    • Student loan interest (1098-E)

  • Retirement income (1099-R, SSA-1099)

  • Unemployment income

  • Dependents & common tax credits

  • Itemized deductions (Schedule A)

  • Limited stock sales (simple transactions)

Does not include:

  • Schedule C businesses with expenses

  • Rental property (Schedule E)

  • Partnerships, S-Corps, or C-Corps

  • Crypto with multiple transactions

  • Advanced investment activity or multi-year issues

    *Returns involving business income, rentals, or advanced investments are billed separately.

Advanced Service Advanced Service
Advanced Service
$950.00

  • Back taxes or unfiled prior-year returns

  • Filing multiple tax returns from prior years (priced per year)

  • Business income (Schedule C / sole proprietors)

  • Side-gig / self-employed income

    • 1099-NEC, 1099-K, gig-economy platforms

  • Business tax compliance review to ensure IRS and state compliance

  • Review of prior returns for accuracy and completeness

  • Identification of missing filings or reporting gaps

  • Rental properties (Schedule E)

  • Cryptocurrency transactions

  • Stock sales with multiple transactions

  • Multiple income sources requiring advanced reporting

  • Amended returns (Form 1040-X)

    *IRS or state notices (response and resolution billed separately)