Secure your tax preparation appointment now. We have 3 plans for you to choose from!

Basic Tax Return Preparation

Fees start at $300 Individual /$500 Business

Top features

Tax Organizer
Tax return preparation
Paper copy of tax return
Quarterly tax savings newsletter
up to 2-week turnaround time

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Essential Tax Return Preparation

Fees start at $600 Individual /$1000 Business

Top features

Basic Plan Features
Tax optimization checklist
Tax return review
Estimated quarterly tax payment calculated
Secure portal access to tax returns and tax documents
Extension Filing
Email Support
up to 1-week turnaround time

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Advanced Tax Return Preparation

Fees start at $1750 Individual /$2500 Business

Top features

Essential Plan Features
Tax payment installment reminders
Annual tax planning meeting
Government tax return notice response
Phone support
up to 1-week turnaround time

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Which Plan Is Right For Me?

In general, we recommend selecting the

Advanced Plan if any of the below are true:

You typically have a lot of taxes to pay
You are a high revenue earner
You want a higher level of support

We recommend the Essential Plan if any of the below apply to you:

You want help optimizing your taxes
You want to know how much estimated tax you should pay
You want a secure portal

And we recommend the Basic Plan if this applies to you:

You want your tax return prepared and filed
You don't need any support after filing