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CLIENT QUESTIONNAIRE for those ready to file

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We are committed to providing exceptional products and services, always going the extra mile for you and your family. Discover why our clients return to us year after year for their tax planning and preparation needs.

Discover the convenience of our virtual after-tax season support services. As the tax season dust settles, we have secured a team committed to your financial well-being.

With our scheduling platform, you can receive expert assistance and guidance without leaving your home or office. Year Round Virtual Support is at your fingertips. Our professionals are here to provide you with the guidance you need, when you need it.

Experience the ease of post-tax season support from wherever you are, ensuring your questions and concerns are our year-round priority.

Considering taxes while forming your financial plan is crucial.

By effectively planning your taxes, you can potentially lower the amount of taxes you owe or receive a bigger tax refund by the year's end. Without proper understanding, numerous taxpayers overlook potential tax advantages, file incorrectly or end up paying more than required. Take some time before the year ends and schedule a tax strategy session today!

Schedule an appointment

Filing Season 2024

Prices Effective January 1, 2025

Basic Single Filer Package

Includes:

One 2024 Form 1040 (with Schedules 1-3, )

Schedule B (Interest and Ordinary Dividends)

Earned Income

Cost: $250

Basic Filing for Couples Package

Includes:

One 2024 Form 1040 (with Schedules 1-3, )

Schedule B (Interest and Ordinary Dividends)

Earned Income / Child Tax Credit

Cost: $350

State Returns

100–150 per state (pricing depends on the state and complexity of your tax situation; additional fees may apply for states with substantial deviations from federal tax regulations).

Additional Services

Amendments

Did you or your previous preparer make a mistake on a prior-year return? Let us correct it for you!

Prices start at $225 and may vary based on the complexity of the required changes.

Printed Returns

While we typically provide completed returns as a secure PDF file, we can also print and courier a physical copy to you.

Printing Fee: $49.00 + courier charges apply.

Payment Options

We accept payment via:

Online credit card or bank transfer

Prices Effective January 1, 2025

Individual Tax Returns

Schedule C (Profit and Loss from Business): $150
For reporting income and expenses from self-employment or a sole proprietorship.

Schedule E (Rental Income or Loss): $125
For reporting rental income, royalties, partnerships, S corporations, estates, and trusts.

Itemized Deductions (Schedule A): $100
For taxpayers who choose to itemize deductions instead of taking the standard deduction.

Depreciation Schedules (Form 4562): $200
For reporting depreciation and amortization of assets.

Prices Effective January 1, 2025

Small Business Return (LLC, S-Corp, Partnership): Starting at $500
Includes preparation of Form 1120-S, 1065, or 1120, depending on your business structure.

Additional State Business Returns: $75 per state
For businesses operating in multiple states.

Tax Deadline: March 17, 2025: Form 1120-S (S-corps)