OUR SERVICES:

Simple, Transparent Tax Services — Choose What Works for You

Whether you want year-round tax support or just need a one-time filing, we have clear options to fit your needs.

Retainer Plans:

Perfect for individuals, freelancers, and business owners who want ongoing tax help and predictable costs.

Billed monthly. Cancel anytime after your annual commitment.

Basic Plan

Price: Starting $100/month

Ideal for: W‑2 earners, freelancers, gig workers

Features:

– Annual personal tax return (Form 1040)

– Year‑round email support

– Secure client portal + tax organizer

– One annual tax planning check‑in

Advance Plan

Price: Starting $250/month

Ideal for: Self‑employed individuals, Schedule C filers, small LLCs

Features:

– Personal + business tax return (Schedule C or LLC)

– Quarterly tax estimate support

– Light monthly bookkeeping (up to 100 transactions)

– Year‑round email support

Premier Plan

Price: Starting $500/month

Ideal for: S Corps, partnerships, multi‑entity or high‑net‑worth clients

Features:

– Business + personal tax returns (1120S/1065 + 1040)

– Full monthly bookkeeping

– Quarterly advisory sessions

– IRS correspondence support

– Annual tax planning

– Year‑round email support

One-Time Service:

Great for clients who only need filing once a year.

Flat fees — no surprises.

Tax Preparation Services:

Individual Return (1040) Starts at $450

Self-Employed (1040 + Schedule C) Starts at $700

Business (S Corp / Partnership + 1040) Starts at $1,200

Tax Advisory Services:

Tax Projection Starts at $300

S-Corp Election Analysis: $250 (Determine if S-Corp status saves taxes)

Add- On Services:

State Return: $100

Amended Return (1040X): $300

Late/Delinquent Filing: $400 per year

IRS Notices Support: $300

Bookkeeping Cleanup (Depends on project) Starts at $600