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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
SCHEDULE NOW

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
SCHEDULE NOW

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
SCHEDULE NOW

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

Questions? Give us a call! 480-545-6232