Tier 1: Basic

Price: $150

Ideal For: Individuals with simple tax situations, such as W-2 income, standard deduction, and no dependents. Each W-2 after three is an additional $15.00

Included Services:

  • Federal and state tax return preparation.

  • Electronic filing.

  • Basic tax planning tips for the following year.

  • One-time consultation (up to 30 minutes) to review the return

Tier 2: Standard

Price: $250 – $300

Ideal For: Individuals with more complex tax situations, such as multiple income sources, self-employed individuals, or dependents.

Included Services:

  • All services from the Basic Package.

  • Business income (e.g., Schedule C) and self-employment tax calculations.

  • Guidance on tax-saving strategies (e.g., retirement contributions, tax deferral).

  • Review and optimization of prior year tax returns (up to 2 years).

  • One follow-up consultation (up to 60 minutes) for tax planning or questions.

Tier 3: Premium

Price: $450-600

Ideal For: Individuals with highly complex tax situations, such as multiple income sources, itemized deductions, small business owners, or high-net-worth individuals.

Included Services:

  • All services from the Standard Package.

  • Itemized deductions (e.g., mortgage interest, charitable contributions).

  • Income from investments, rental properties, or side businesses.

  • Additional tax forms (e.g., Schedule A, Schedule B).

  • Unlimited consultation and support throughout the year.

Tier 4: Deluxe

Price: $800 – $1,000+

Ideal For: Individuals requiring comprehensive tax services, including ongoing tax planning and financial consulting.

Included Services:

  • All services from the Premium Package.

  • Ongoing tax planning throughout the year, including quarterly check-ins.

  • Customized financial planning strategies (e.g., estate planning, retirement).

  • Tax preparation for multiple states or complex multi-state filings.

  • Priority service and expedited return processing.

  • Personal financial analysis and recommendations.

Additional Services (Add-Ons)

  • Audit Protection: Included with every return!

  • Tax Planning Session: $100 – $200 for an in-depth planning session outside of the tax season.

  • Amended Returns: $200 – $400 depending on complexity.

Discounts and Promotions

  • Early Bird Discount: 10% off for clients who file before March 1st.

  • Referral Discount: $50 off for each new client referred.

  • Military/First Responder: 15% discount