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
Digital 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 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

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