$50 OFF Personal Tax Return

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$100 OFF Business Tax Returns

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$50 OFF Personal Tax Return ✨ $100 OFF Business Tax Returns ✨

Tax Preparation Services

I provide accurate, personalized tax preparation with a strategy-first approach. Every return is carefully reviewed to ensure compliance, maximize deductions, and reduce unnecessary tax liability.

What’s Included in Every Tax Return

  • Federal and applicable state tax return preparation

  • Review for eligible deductions and credits

  • Accuracy check and IRS compliance review

  • Secure e-file submission and confirmation

  • Support for IRS notices related to the filed return

  • Starting at $250

    Ideal for individuals with:

    • 1–2 W-2s

    • Standard deduction

    • Basic credits (Child Tax Credit, Education credits)

    Typical price range: $250–$350

  • Starting at $350

    Includes:

    • Multiple W-2s

    • Overtime, bonuses, tips

    • Interest & dividends (1099-INT / 1099-DIV)

    • Retirement income (SSA-1099, 1099-R)

    Typical price range: $350–$450

  • Starting at $75

    Includes:

    • Preparation of one resident state return

    • Review of state-specific credits and deductions

    • E-file submission when available

    Pricing applies per state and is added to the base federal tax preparation fee.

  • Starting at $150 per state

    For clients who:

    • Worked or lived in multiple states

    • Earned income outside their resident state

    • Moved during the tax year

    Includes:

    • Income allocation between states

    • Compliance with state-specific filing rules

    • Coordination with resident state return

  • Custom Pricing

    For clients with income in three or more states.

    Includes:

    • Multi-state income review

    • Allocation & apportionment analysis

    • Filing coordination across multiple jurisdictions

  • Starting at $450

    For freelancers, contractors, and side-hustle income:

    • 1099-NEC / 1099-K income

    • Business expenses & mileage

    • Home office deduction (if applicable)

    • Self-employment tax calculations

    Typical price range: $450–$750
    (Pricing varies based on bookkeeping readiness and complexity)

  • Starting at $400 per property

    Includes:

    • Rental income & expenses

    • Depreciation

    • Passive activity rules

    • Short-term or long-term rentals

  • Starting at $300

    For clients with:

    • Stock sales (1099-B)

    • Capital gains/losses

    • Crypto activity (pricing varies by volume)

  • Single-Member LLC / Sole Proprietor

    Starting at $500

    Includes:

    • Schedule C or business return

    • Expense review

    • Depreciation

    • Tax planning considerations

  • Starting at $900

    Includes:

    • Partnership return

    • K-1 preparation

    • Income allocation

    • Filing compliance review

  • Starting at $1,200

    Includes:

    • Business return

    • K-1s

    • Reasonable salary review

    • Tax planning insights

Tax Strategy

These services are focused on planning ahead, reducing future tax liability, and helping you make smarter financial decisions throughout the year.

  • Starting at $250

    Best for individuals and business owners who want clarity and direction.

    Includes:

    • Review of income sources

    • Identification of immediate tax-saving opportunities

    • Contribution planning (retirement, HSA, etc.)

  • Starting at $500

    Designed for business owners and higher-income earners who want long-term tax efficiency.

    Includes:

    • Year-round tax strategy planning

    • Income timing and profit optimization

    • Business structure analysis (LLC vs S-Corp timing)

    • Reasonable salary considerations

    • Retirement and advanced contribution strategies

    • Personalized roadmap for the current and upcoming tax years

    This service is for clients who want a plan and build better systems for their business.

  • Starting at $300/year

    Includes:

    • Quarterly payment calculations

    • Payment reminders & guidance

    • Adjustments as income changes

    This reduces:

    • IRS penalties

    • Client panic

    • “Why do I owe?” conversations

  • Starting at $150

    Includes:

    • Mid-year or pre-filing estimate

    • Planning recommendations

    • Withholding & savings adjustments

Additional Services

These services address specific needs outside of standard tax preparation.

  • $300+ per year

    For clients who need to file past-due returns or catch up on multiple years.

    Includes:

    • Preparation of federal & state prior-year returns

    • Review of income documents & deductions for that year

    • Compliance review to reduce penalties or issues

    • E-file when available or paper filing if required

    Pricing varies based on complexity, missing documents, and number of years unfiled.

  • Starting at $250

    For corrections to a previously filed return.

    Includes:

    • Review of the original return

    • Identification of changes needed

    • Preparation & filing of the amended return

    • Explanation of refund changes or balance adjustments

    Pricing may increase if multiple forms, schedules, or years are affected.

  • Starting at $150

    For clients who have received a notice or letter from the IRS or state agency.

    Includes:

    • Review and explanation of the notice

    • Guidance on required next steps

    • Drafting of responses related to returns I prepared

    Does not include audit representation unless otherwise agreed.

  • Custom Pricing

    For clients whose books need organization before taxes can be filed.

    Includes:

    • Review of income & expenses

    • Expense categorization guidance

    • Identification of missing or unclear transactions

    • Preparation of clean numbers for tax filing

    This service is not ongoing bookkeeping and is offered strictly to ensure accurate tax preparation.

  • Starting at $250

    Includes:

    • EIN guidance

    • Business structure overview

    • Tax responsibilities checklist

    • First-year tax planning

    This pairs perfectly with Schedule C & LLC clients.

  • Starting at $300–$500

    Designed for new business owners or existing businesses needing proper tax setup.

    Includes:

    • Business structure overview (LLC vs Sole Proprietor)

    • EIN guidance

    • State registration overview (no legal filings)

    • Tax classification explanation

    • First-year tax responsibility breakdown

    • Setup guidance to avoid common tax mistakes

    This service ensures your LLC is set up correctly from the start.

  • Starting at $350–$500

    Includes:

    • Eligibility review

    • Reasonable salary discussion

    • Form 2553 preparation

    • Timing strategy

    ⚠️ Important: This service alone saves clients thousands when done correctly.

FAQ's
Get Started

All pricing listed reflects starting rates and may vary based on complexity, additional forms, or incomplete documentation. Final pricing is confirmed before work begins.

Tax planning and strategy services are priced separately from tax preparation.

Payment plans may be available on a case-by-case basis and must be approved in advance.

$50 Referral BONUS

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Per Referral Who Completes Their Return

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$50 Referral BONUS ✨ Per Referral Who Completes Their Return ✨

Have a Question? Let’s Talk.

Taxes can feel confusing. You don’t have to figure it out alone. Share your question or situation and I’ll guide you on next steps.