About Our Tax Preparation Services
We are a trusted tax preparation and filing business committed to providing accurate, reliable, and efficient solutions. Our experienced professionals ensure compliance and maximize your deductions, saving you time and money.
Pricing
Individuals and Sole Proprietors
Tier 1 - Basic Return: $250
This tier is for straightforward tax situations. You have W-2 income only, don’t itemize deductions, and aren’t claiming any tax credits, business income, or investment activity.
What’s Included:
Federal and State tax return filing
E-filing for faster processing
Basic accuracy review
Add-on:
Property tax return filing: +$45
Tier 2 - Standard Return: $275 - $350
This tier covers moderately complex returns. You may have dependents, student loans, retirement contributions, or claim tax credits—but you’re not self-employed or dealing with stock sales or rental income.
What’s Included:
Federal and State tax return filing
Itemized deductions (if applicable)
Credits such as Child Tax Credit, Earned Income Credit, or education-related credits
Up to 2 state returns
Property tax return filing (included)
Tier 3 - Mid-Level Return: $350 - $425
This tier is for individuals with more involved tax situations—like freelance income, gig work, rental property, or investment activity. You may have multiple income sources, advanced deductions, or reporting requirements beyond a basic return.
What’s Included:
Federal and State tax return filing
Schedule C (for self-employment or side business income)
Reporting of stock sales or investment income (Schedule D)
Up to 2 rental properties (Schedule E)
Credit and deduction optimization review
Up to 2 state returns
Property tax return filing (included)
Tier 4 - Advanced Return: $425 - $550
This tier is designed for clients with multiple income streams, business entities, rental portfolios, stock activity, or advanced tax planning needs. If your return involves multiple schedules, K-1s, or coordination across multiple states or sources, this is the level for you.
What’s Included:
Federal and multi-state tax return filing
Multiple Schedule Cs (businesses) or Schedule Es (rentals)
Capital gains reporting
Partnership or S-Corp K-1 income
Strategic deduction planning
Retirement, investment, and insurance tax coordination
Full return review with planning recommendations
Tier 5 - Premium Return: $600+
This tier is built for clients with complex financial portfolios—multiple businesses, investments, K-1s, or multi-state income. If you need strategy alongside prep, this is for you.
What’s Included:
Federal and State return filing
Multiple Schedules (C, D, E, K-1s, etc.)
Stock or crypto sales reporting
Rental property portfolios
Partnership, S-Corp, or multi-member LLC income
Multi-state coordination if applicable
Strategic deduction and credit review
Partnerships, Corporations, Trusts, & Estates
Tier 1 - Foundational Entity Return: $375 - $475
This tier is for single-entity partnerships or corporations with straightforward operations and minimal activity throughout the year. No payroll or large asset portfolios.
Best For:
New or inactive S-Corps or LLCs
Simple partnerships with minimal income/expenses
Trusts or estates with a single source of income
Includes:
Federal business return (1065, 1120, 1120-S, or 1041)
Basic Schedule K-1 preparation (up to 2 partners or beneficiaries)
One state return
E-filing and document review
Tier 2 - Growth Level Entity Return: $475 - $700
This tier is ideal for active businesses with multiple income sources, partners, or moderate complexity. Includes tax planning support and multi-member guidance.
Best For:
Active partnerships with up to 4 partners
S-Corps with reasonable payroll or distributions
Trusts or estates with investment activity or property income
Includes:
Federal return and up to 2 state returns
Multiple K-1s
Business deduction and distribution review
Tax strategy session recommendation (optional add-on)
Tier 3 - Strategic Entity Return: $800+
**(Custom quote after review)
Built for high-volume, high-asset, or high-stakes entities. Complex structures, multi-state operations, or multi-owner setups with planning and compliance needs.
Best For:
Corporations with payroll, real estate, or advanced reporting
Partnerships with 5+ partners or layered income streams
Estates/trusts with multiple beneficiaries or investments
Entities requiring strategic year-end planning
Includes:
Full federal and multi-state filings
Unlimited K-1s
Year-end planning insights or referral coordination
Optional quarterly check-ins or bookkeeping advisory (add-on)
Discounts!
Student Rate: $150
This is designed for students with W-2 income only and no dependents, investments, or business activity.
Includes:
Federal and State return filing
New Client Benefit
New clients get 15% off!
Refer Us and Get Paid
Get $35 off your return for each referral!