Pricing

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 tax situations, such as multiple income sources, self-employed individuals (simple Schedule C’s), or dependents and claiming child tax credits.

Included Services:

• All services from the Basic Package.
• Gig income (side business) (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 (Complex Schedule C), 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 businesses with depreciable assets.
• 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.
• Processing 1099s, W2s for employees
• 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.

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