$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

  • Whether you have W-2 income, side hustle income, investments, or multiple tax forms, we help make the filing process simple, accurate, and less overwhelming.

    What’s Included

    • Federal & state tax return preparation

    • W-2 and 1099 income reporting

    • Credit & deduction review

    • Prior-year return review

    • Dependent & family tax credits

    • E-file submission

    • Secure document upload & e-signature

    Best For

    • W-2 employees

    • Side hustlers

    • Freelancers

    • Families

    • Individuals with multiple income streams

    Why It Matters

    Tax filing is more than just entering numbers. Proper filing helps reduce errors, avoid IRS issues, and ensure you’re taking advantage of the deductions and credits available to you.

  • We help sole proprietors, LLCs, and S-Corps stay compliant while maximizing deductions and creating smarter tax strategies for future growth.

    What’s Included

    • Business tax return preparation

    • Schedule C preparation

    • LLC & S-Corp filings

    • Deduction review

    • Expense analysis

    • Tax-saving recommendations

    • Year-end profit review

    Best For

    • Sole Proprietors

    • Single-Member LLCs

    • Multi-Member LLCs

    • S-Corporations

    • Online businesses

    • Service providers

    Why It Matters

    Many business owners overpay in taxes simply because they don’t have the right systems or strategy in place. Proper tax preparation helps protect your business while identifying opportunities to legally reduce your tax liability.

  • Starting at $150

    Ideal for individuals with:

    • 1–2 W-2s

    • Standard deduction

    • Basic credits (Child Tax Credit, Education credits)

    Typical price range: $150-250

  • Starting at $250

    Includes:

    • Multiple W-2s

    • Overtime, bonuses, tips

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

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

    Typical price range: $250–$350

  • Starting at $50

    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 $75 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 $350

    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: $350–$750
    (Pricing varies based on bookkeeping readiness and complexity)

  • Starting at $350 per property

    Includes:

    • Rental income & expenses

    • Depreciation

    • Passive activity rules

    • Short-term or long-term rentals

  • Starting at $100

    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 Preparation Prices:

Year-Round Tax & Financial Guidance

Helping individuals and small business owners stay organized, reduce tax stress, maximize savings, and build smarter financial systems with confidence year-round.

  • Starting At: $125–$300 per quarter

    Avoid Surprise Tax Bills With Quarterly Tax Planning

    Quarterly tax planning helps business owners stay ahead of their taxes instead of scrambling at tax season.

    What’s Included

    • Quarterly estimated tax calculations

    • Profit & income review

    • Tax projections

    • Tax payment reminders

    • Ongoing tax planning support

    Best For

    • Self-employed individuals

    • Contractors

    • Realtors

    • Creators

    • Business owners with 1099 income

    Why It Matters

    Many small business owners don’t realize taxes are not automatically taken out of self-employment income. Quarterly planning helps reduce penalties, improve cash flow, and avoid unexpected balances due.

    Stay Ahead of Your Taxes Year-Round

  • Starting At: $100–$300 per session

    Personalized Tax Strategy Designed Around Your Business

    This one-on-one strategy session is designed to help business owners better understand their taxes, identify savings opportunities, and create a plan for smarter financial growth.

    What’s Included

    • Business structure review

    • Deduction strategy review

    • S-Corp evaluation

    • Tax-saving opportunities

    • Income & expense planning

    • Q&A support

    Best For

    • Growing businesses

    • Business owners wanting to lower taxes

    • New entrepreneurs

    • Self-employed individuals

    Why It Matters

    Most people only think about taxes during filing season. Strategic planning throughout the year can help reduce stress, improve organization, and potentially save thousands over time.

    Book Your Tax Strategy Session

  • Starting At: $150–$450 (State filing fees not included)

    We help new business owners understand the steps involved in setting up their business while creating a strong financial foundation from the beginning.

    What’s Included

    • LLC setup guidance

    • EIN assistance

    • Business startup checklist

    • Tax basics education

    • Business structure guidance

    • State registration guidance

    • Next-step recommendations

    Best For

    • New entrepreneurs

    • Freelancers

    • Side hustlers

    • Small business startups

    Why It Matters

    Choosing the right business setup can impact your taxes, liability, and long-term growth. Starting with the right systems in place helps avoid costly mistakes later.

    Launch Your Business With Confidence

  • Starting At: $250–$750

    Set Up Smart Financial Systems From Day One

    Starting a business comes with a lot of moving pieces. We help business owners create simple systems to stay organized, prepared, and tax-ready.

    What’s Included

    • Quarterly tax education

    • Write-off education

    • Business banking recommendations

    • Mileage tracking setup

    • Tax organization systems

    • Financial workflow guidance

    Best For

    • New business owners

    • First-time entrepreneurs

    • Side hustlers transitioning into business ownership

    Why It Matters

    The earlier you create good financial habits, the easier tax season becomes. Proper systems also help reduce missed deductions and financial confusion.

    Build Better Business Systems From the Start

  • Starting At: $350–$750

    S-Corporation status can offer tax-saving opportunities for certain businesses when structured properly. We help business owners understand if it makes sense for their situation.

    What’s Included

    • S-Corp eligibility review

    • Form 2553 guidance

    • Reasonable salary education

    • Payroll guidance

    • Tax savings comparison

    • Ongoing planning recommendations

    Best For

    • Profitable LLC owners

    • Growing businesses

    • Self-employed business owners

    Why It Matters

    An S-Corp is not the right fit for every business, but for the right business owner, it can create meaningful tax savings while improving overall business structure.

    Find Out If an S-Corp Is Right for You

  • Starting At: $99–$399/month

    Year-Round Tax Support for Growing Businesses

    Taxes should not only be discussed once a year. This ongoing advisory service helps business owners stay proactive with planning, organization, and financial strategy.

    What’s Included

    • Quarterly check-ins

    • Ongoing tax planning

    • Email support

    • Tax-saving guidance

    • Business financial reviews

    • Strategy recommendations

    Best For

    • Growing businesses

    • Business owners wanting ongoing support

    • Entrepreneurs focused on long-term growth

    Why It Matters

    Proactive tax planning throughout the year can help reduce stress, improve organization, and create smarter financial decisions as your business grows.

  • Starting At: $125–$350

    Find Out If You’re Overpaying in Taxes

    This service reviews your current tax situation to identify potential missed deductions, planning opportunities, and ways to improve your overall tax strategy.

    What’s Included

    • Prior return review

    • Deduction analysis

    • Tax-saving recommendations

    • Withholding review

    • Business structure evaluation

    • Income strategy review

    Best For

    • Business owners

    • Self-employed individuals

    • Clients with growing income

    • Taxpayers wanting a second opinion

    Why It Matters

    Many taxpayers miss legitimate tax-saving opportunities simply because they were never educated on them. A strategic review can help uncover areas for improvement.

    Review Your Current Tax Strategy

  • Starting At: $300–$1,500+ (Pricing depends on number of months, accounts, and transaction volume.)

    Behind on bookkeeping? We help organize and clean up your financial records so you can better understand your business and prepare for tax season with confidence.

    What’s Included

    • Transaction categorization

    • Expense cleanup

    • Profit & loss preparation

    • Financial organization

    • QuickBooks review

    • Catch-up bookkeeping support

    Best For

    • Small business owners

    • Businesses behind on bookkeeping

    • DIY bookkeeping users

    Why It Matters

    Disorganized books can lead to missed deductions, inaccurate tax filings, and unnecessary stress. Clean financial records help support smarter business decisions.

    Get Your Business Financials Back on Track

  • Starting At: $25–$200

    Confused by an IRS Letter? We’re Here to Help.

    Short Description

    Receiving an IRS notice can feel overwhelming, but many issues can be resolved with the right guidance and understanding of your next steps.

    What’s Included

    • IRS notice review

    • Tax account transcript review

    • Penalty explanation

    • Payment plan guidance

    • Tax balance review

    • Next-step recommendations

    Best For

    • Individuals with IRS letters

    • Taxpayers with balances due

    • Clients needing clarification on notices

    Why It Matters

    Ignoring IRS notices can lead to additional penalties and stress. Understanding the issue early helps create a clearer path forward.

    Get Clarity on Your IRS Situation

  • Starting At: $75–$125

    Stop Missing Business Write-Offs

    We help business owners create simple systems to properly track mileage, expenses, and deductions throughout the year.

    What’s Included

    • Mileage tracking setup

    • Expense tracking guidance

    • Receipt organization systems

    • Deduction education

    • Business-use tracking recommendations

    • App recommendations

    Best For

    • Realtors

    • Contractors

    • Delivery drivers

    • Service businesses

    • Self-employed individuals

    Why It Matters

    Small business owners often miss valuable deductions simply because they are not tracking them consistently throughout the year.

    Create Better Deduction Tracking Systems

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.