U.S. Tax Planning & Preparation Services
We Take The Chaos Out Of Your Tax Preparation
We know you're busy, and we know your time is valuable. We're here to help take the chaos out of your tax preparation.
We'll walk you through the process, simplify the paperwork, and get you back to doing what really matters.
FILE YOUR WAY
Enjoy the peace of mind that a contactless service provides.
About our fees: As the name implies, we like to keep it simple. Our package prices cover most returns, simple to complex. But occasionally we are faced with that challenging return that makes complex look basic. That is why we consult with you first, and then, based on the information you provide, we give you a total price. This means you will know and agree to our fee prior to us beginning any work or you making any commitment. You will not incur any additional costs unless something with your information changes. We ask for 50% of the fee prior to beginning any work and the balance when we provide you with the draft. We DO NOT offer refund anticipation loans.
U.S. INDIVIDUAL TAX RETURN PACKAGES
SIMPLE
- Form 1040 with 1 State
- Schedule B
- Up to 5 Income Source forms (i.e. W-2's)
- EIC, Child Care, and Education Tax Credits
ADVANCED
- Form 1040 with 1 State
- Schedule B
- Up to 5 Income Source forms (i.e. W-2's)
- EIC, Child Care, and Education Tax Credits
- Schedule A-Itemize Deductions
COMPLEX
- Form 1040 with 1 State
- Schedule B
- Up to 5 Income Source forms (i.e. W-2's)
- EIC, Child Care, and Education Tax Credits
- Schedule A-Itemize Deductions
- Schedule C-Basic Small Business under $250k in sales. Includes Schedule SE
U.S. SMALL BUSINESS* TAX RETURN PACKAGES
STANDARD LLC - PARTNERSHIP
- Form 1065
- Up to 3 partners - $100 for each additional partner
- Multi state returns available for an additional fee
STANDARD CORPORATION RETURN
- Form 1120 C-Corporation
or
Form 1120S S-Corporation - Up to 3 shareholders - $100 for each additional shareholder
- Multi state returns available for an additional fee
*Small businesses under $1mm in sales per annum
Additional forms and schedules may be required based on business or personal activity, which entails additional costs.
Schedule a free, no-obligation call today to discuss your tax situation
MINIMUM FEE FOR ANY SERVICE IS $225
10% MILITARY AND FIRST RESPONDER DISCOUNT
50% OF FEE IS DUE PRIOR TO WORK BEGINNING.
BALANCE IS DUE WHEN DRAFT IS PROVIDED. FINAL COPY AND E-FILING WILL NOT BE PROVIDED UNTIL BALANCE IS PAID.
Pricing is subject to change, adjusted to meet individual clients' unique needs, and discounted when multiple services are utilized. We work with all clients to determine how we can work together to meet their tax preparation needs at a price they can afford. Fees are determined and agreed upon once ALL information is received and prior to beginning any work. Tax preparation fees do not include audit support.
F.A.Q.
Still Undecided?
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