For individuals & families
Individual Tax Preparation
$250 and up
For personal filers who want their return done accurately — and want to understand it. We review your full picture to make sure you claim every deduction and credit you qualify for.
Who it's for
- ✓W-2 employees, families and dependents
- ✓1099, side-hustle and gig income
- ✓Investment, retirement and rental income
- ✓Life changes — marriage, a new baby, a home purchase
What's included
- ✓Federal & state return preparation
- ✓W-2, 1099 & investment income reporting
- ✓Full deduction and credit review
- ✓Secure e-filing and a walk-through of your results
What to bring
Photo ID · Social Security cards for you and dependents · W-2s and 1099s · last year's return · 1098 mortgage and tuition forms · childcare costs · any IRS or state letters
Book Individual Tax Preparation
For business owners
Business Tax Preparation
$650 and up
Professional, compliant filing for owners who need accuracy — and a clear read on their tax position before the next decision.
Who it's for
- ✓Sole proprietors and single-member LLCs
- ✓Partnerships and multi-member LLCs
- ✓S-Corporations and C-Corporations
- ✓Service-based businesses, contractors and startups
What's included
- ✓Business tax return preparation
- ✓Federal and applicable state filing
- ✓Business tax compliance review
- ✓Owner tax considerations
- ✓Electronic filing and year-end recommendations
What to bring
EIN and formation documents · profit & loss or bookkeeping records · business bank statements · 1099s received and issued · payroll reports · asset and vehicle purchases · last year's business return
Book Business Tax Preparation
Need year-round strategy? See Business Advisory →