Straightforward tax services - hidden fees not included.
From personal returns to small business bundles, get as little or as much help as you need.
Personal Tax Returns
Personal (Lite) - $125
For Students, Seniors and Unmarried filers with simple, straightforward returns
Includes:
- Federal + 1 State return
- Protection Plus+ coverage
- W-2 and/or 1099 income
- Standard deduction
- Education credits / student loans
- Retirement and/or Social Security income
Personal (Essentials) - $175
For Head of Household or Married filers with dependents and/or misc income
Includes everything in Personal (Lite) plus:
- Child Tax Credit (CTC)
- Child/Dependent Care Credit
- Additional Child Tax Credit (ACTC)
- HSA contributions/distributions
- Irregular/Unemployment income
Personal (Premium) - $250
For Investors, Itemized returns & other complex tax situations
Includes everything in Personal (Essentials) plus:
- Capital gains/losses
- Digital assets/Crypto
- Itemized deductions
- Home sale or rental property
- 1 Return Review Call on Zoom or over the phone
Not sure which personal return you need?
Chat with us on the phone or answer some questions online and we'll help you find the best fit.
Small Business Tax Returns
Business (Lite) - $300
For new, early-stage or part-time businesses
Included:
- Federal + Schedule C + 1 State
- Protection Plus+ coverage
- Basic business expenses
- Home Office deduction
- Standard Mileage deduction
- Estimated tax calculation
- 1 Return Review Call on Zoom or over the phone
Books C&C may be required before starting this service, C&C fee will be discounted.
Business (Pro) - $450
For active / established businesses with regular activity and a higher volume of expenses
Included:
- Everything in Business (Lite)
- Industry-specific deductions
- Quarterly payment reminders
- Travel expenses
- Tax planning support
Books C&C may be required before starting this service, C&C fee will be discounted.
Not sure which business return you need?
Chat with us on the phone or answer some questions online and we'll help you find the best fit.
Books Add-On Services
Add to a return package above or use them á la carte.
- Additional State return ($25)
- 1099 Filing ($100 base + $20/contractor)
- Additional 30 min Support Call ($25) Click here to schedule
Protection Plus+ Coverage on every return
Tax notice? Identity theft? We've got you covered there, too.
We partner with Protection Plus+ to provide $1 Million
Tax Audit Defense & Identity Theft Restoration Services
on every return we file - at no extra cost.
Taxes FAQs
First of all - you are extremely not alone. Messy books happen to pretty much everyone at some point, and we offer Catch-up & Cleanup services for businesses that need help untangling things before tax filing.
Returns are usually done within 1 week of all documents being submitted, but turnaround times depend on how responsive our clients are and how fast they get all of their documents in.
We do, but we only accept a limited amount of clients with Single-Member LLC or S-Corp returns. Please ask if we're currently accepting any new small business clients with those return types.
We can help you determine if an S-Corp election would be best for your business. Please contact us for more info.
Yes! We also offer bookkeeping support for businesses that want cleaner books year-round instead of annual tax-season panic attacks.
We help and we don't judge! Our job is to get you back on track so you can move forward, not make you feel bad about getting stuck. Everyone has their strengths and weaknesses - we couldn't keep a plant alive if you paid us to.
Something we didn't cover? Send us your questions or feedback.
Thank you for getting in touch!
We'll get back to you shortly.
Have a great day!
