Not sure which option fits? We’ll review your needs and confirm scope and pricing before moving forward.
What We Offer
We provide tax preparation services tailored to your individual or business situation. Not sure where you fit? We’ll review your information and confirm scope and pricing before moving forward.
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Designed for individuals with straightforward personal tax situations.
Includes:
Federal individual tax return
One state return
W-2 income reporting
Interest and dividend income
Standard or basic itemized deductions
Electronic filing
Assumes:
No business ownership
No complex investments
Single-state filing
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For individuals with freelance, contractor, or side-business income.
Includes:
Schedule C (business income and expenses)
Basic depreciation
Business-related deductions
Federal and state filing
Electronic filing
Assumes:
Single owner
Basic bookkeeping records provided
No payroll or multi-entity structure
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For owners of formal business entities or higher-complexity filings.
Includes:
Business tax return (LLC, S-Corp, or partnership)
Owner considerations (K-1s, reasonable compensation, etc.)
Review of financials or bookkeeping records
Federal and state filing
Assumes:
One entity
Records are reasonably complete
Pricing adjusted based on complexity
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For clients unsure how their situation fits into the options above.
How it works:
We review your information
Confirm scope and complexity
Provide clear pricing before engagement
Our Process
Start with Clarity
We begin by understanding your tax situation, filing needs, and any areas of complexity to ensure the right approach from the start.
Review & Align
We review your information, confirm scope, and outline pricing upfront so expectations are clear before moving forward.
Engagement & Setup
Once scope and pricing are confirmed, we send your engagement and invoice. After completion, we prepare and file your return.
Ongoing Support & Review
We remain available for questions, clarifications, and post-filing support as needed.
Clear scope, transparent pricing, and no long-term commitments.