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​ ​ ​ ​ ​ ​Individual Tax Preparation Pricing

​  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​Tax Preparation Packages

We competitively offer a simple fee range for packages of $525-$2,650 for most personal tax returns. You will be provided with a personalized assessment of your tax situation and an estimated fee will be provided to you. Your fees will need to be agreed upon before we begin the preparation of your taxes. If the amount of time required increases based on additional information not discussed during the tax assessment, you will be advised of the increase of fees which will need to be agreed upon before moving forward with tax preparation. See our unique bundled services below:
Essential Package
$ 525.00

Ideal for Individuals with W-2 Federal & State return 

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  •  Up to 5 W-2's & 1099's. Includes 1 State tax filing
  •  Secure Client Portal
  •  Access to tax courses, tools, and more!
  •  Email Support
  •   End of year tax service 
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Professional Package
$ 1,350 

Comprehensive tools for growing individuals or businesses. Optimize your processes and productivity with our tailored solutions. Includes Essential Package +

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  •   Up to 5 Additional tax forms & documents (1098,  1099,  child tax credit, etc) 
  •  Access to 2 Premium Add On
  • Email and phone support
  •  Quarterly tax service 
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Diamond Package
$ 2,650

Advanced solution for individuals looking for cutting-edge features and top-tier support for maximum performance.

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  •  High income (Rentals, Business, Entrepreneurs) 
  •  Access to All Premium features
  •  Follow up tax summary video explaining tax return 
  •  Priority  Email and Phone Support
  •  Monthly Tax Service
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 Tax Packages Include

Full Itemized Deductions

We assess your unique situation and the information you provided to legally claim all tax deductions available to you

W4 Updates

Complimentary review of current paystub to manage tax withholdings 

Tax Payments

Enjoy stress free tax payments

Handle Tax Correspondence

If necessary, we review IRS or State notices, explain what they mean and provide next steps

Full Credit Optimization

We assess your unique situation and the information you provided to legally claim all tax credits available to you

Complimentary Quick Chat

We want to encourage open and frequent communication with our clients for those unscheduled tax questions through email (72 hours) or calls (15 minutes) 

Video Delivery

Enjoy a convenient personalized video explanation of any balance due/ refund, key numbers, and what to do next. 

Rest assured

We will provide you the timely  confirmation details that your tax documents were successfully transmitted to taxing agencies

 Premium Add On:

Advanced Tax Strategy

We assess your unique situation with a full tax planning session which includes: Income shifting, entity structure review, retirement optimization, and other advanced deductions !

Strategic KPI Overview

We can help develop systems where they are meaningful and value adding to operational decisions. We also make recommendations for the following; insurance, taxes, financials, investments , retirement, estate

Tax Planning

Forecast your income tax liability for the coming year including: Reviewing your accounting file and financial situation to establish a reasonable estimate of your taxable income, Tax Minimization, Review ways of minimizing your tax liability for the coming year, including working out payment of dividends and optimum trust distributions.

 Consultations

Expert guidance, personalized advice, and professional support to help you achieve your goals in 45 minute advising call. Strategies to approach a situation involving taxation, leverage, and gain.-preparation and lodgment of applications for all necessary tax registrations, including IRS, FTB, local and state sales taxes, etc 

 Red Carpet Service

Year round priority turnaround, Direct communication access, IRS notice support (priority handling), Amendment  inclusion 

Tax Manager

We assign you an Enrolled Agent who will keep a power of attorney on file and provide unbiased education, and hold you accountable to your goals

, build the right money mindset and habits then equip you with the tools, processes, and resources to reach your financial and life goals.