Personal Lite $125

For Students, Seniors or Unmarried filers with only W2 income and no dependents.

Included:

• Federal 1040 + 1 State return

• Protection Plus+ Coverage

• Education credits

• Student loan interest

• Elderly credit (65+)

• Social Security income

———

Personal Essentials $175

For Head of Household or Married filers that have dependents, additional taxes or irregular income.

Included:

• Federal 1040 + 1 State return

• Protection Plus+ Coverage

• Child Tax Credit (CTC)/Additional Child Tax Credit (ACTC)  

• Child/Dependent Care Credit  

• Health Savings Accounts (HSA)

• Home Mortgage Interest

• Property Tax Credit

• Unemployment income

• Tax Planning Support

———

Personal Premium $250

For filers that itemize their deductions or have more complex returns.

Included:

• Federal 1040 + 1 State return

• Protection Plus+ Coverage

• Capital Gains/Losses   

• Digital Currency (Basic)  

• Home Sale Reporting  

• Medical Expenses

• Single Rental Property

• Tax Advisory Support

———

Á la Carte & Add-On Personal Return Services

Price Varies - Amended & Prior Year Returns  

$100 - Extension Filing

$45   - Document Organization

$35   - IRS Transcript (Each)

$25   - Additional State Return (Each)

$15   - 1099 Preparation (Each)

Business Lite $300

For new, early-stage or part-time Sole Proprietors & Small Business Owners.

Included:

• Federal 1040 + Schedule C + 1 State return

• Protection Plus+ Coverage

• Basic Business Expenses  

• Home Office Deduction  

• Standard Mileage Deduction  

• Support for Basic Tax Questions

———

Business Essentials $450

For active or established Contractors/Business Owners with regular activity & multiple expense categories.

Included:

• Federal 1040 + Schedule C + 1 State return

• Protection Plus+ Coverage

• Everything in Business Lite  

• Estimated Tax Calculation   

• Industry-specific Deductions  

• Quarterly Reminders

• Travel Expenses

• Tax Advisory Support

———

Business Premium $650

For growing or high-volume Small Businesses who want complete guidance throughout the year.

Included:

• Federal 1040 + Schedule C + 1 State return

• Protection Plus+ Coverage

• Everything in Business Essentials  

• Quarterly Reviews 

• Tax Strategy Planning    

• Tax Advisory Support

• Year-Round Support

———

Á la Carte & Add-On Business Return Services

Price Varies - Amended & Prior Year Returns  

$100 - Extension Filing

$85   - Document Organization

$35   - IRS Transcript (Each)

$25   - Additional State Return (Each)

$15   - 1099 Preparation (Each)

1. What documents do I need to provide?

You’ll receive a custom checklist after booking, but at minimum you’ll need all income forms (W-2, 1099, etc.), identification, and any documentation related to deductions or credits you plan to claim.

2. How long does the tax preparation process take?

Most returns are completed within 3 to 7 business days once all documents are received. More complex returns may require additional time.

3. Do you offer virtual tax preparation?

Yes. Everything can be handled securely online, including document uploads, communication, and e-signing.

4. What if I’m missing a document?

No need to panic. We’ll still get started, and you can upload missing documents as you receive them. Your return won’t be filed until everything is complete.

5. Do your packages include audit support?

Every return we file is fully supported by the industry’s leading tax audit defense company, Protection Plus. Full coverage details can be provided upon request or by visiting taxprotectionplus.com/individual.

6. Can you help with past-year returns?

Absolutely. Prior-year returns are available as an add-on service and priced according to the tiers above.

7. What if I have a small business or side gig?

There are specific packages for self-employed individuals and small businesses. If you’re not sure which one you fall into, I’ll help you pick the right tier.

8. Do your packages include bookkeeping?

No. Bookkeeping is not included unless you choose a bundle that specifically states it. If your books are a hot mess, one-time cleanup and/or catch-up services are available for an additional fee. See our Business page for more information.

9. How do I know which package to choose?

Each package includes a description of who it’s for and what’s included. If you’re still unsure, you can absolutely contact us and we’ll point you in the right direction.

10. What if I need to make changes after my return is filed?

Amended returns can be prepared for an additional fee. If the error is on us, we’ll amend it for free.

11. Do you offer payment plans?

Yes, payment plans are available. Full payment is required before filing.

12. Do you offer refund advances or refund anticipation loans?

No. Refund advances, refund loans, and similar financial products are not offered. Your refund will come directly from the IRS or state once they finish processing your return.

13. Is my information secure?

Yes. All documents are shared through encrypted, secure systems designed specifically for tax preparation.