Tier 1: Basic Service

  • Individuals with up to three W-2s only.
  • Services Included:
    • Preparation and filing of federal returns (Form 1040).
    • W-2 income reporting.
  • Price: Flat fee starting at $100 per return. State returns are an additional $35 dollars each.

Tier 2: Basic Plus

  • Individuals and Independent Contractors/Small Business Owners with simple tax situations.
  • Services Included:
    • Preparation and filing of federal return (Form 1040).
    • Income from independent contractors/small business (Schedule C).
    • Basic tax planning advice.
  • Price: Flat fee starting at $235 per return. State returns are an additional $35 dollars each.
  • Military/Responder Discount 10% off the total fee

Tier 3: Premium

  • Individuals, independent contractors, small business owners and those seeking comprehensive tax planning.
  • Services Included:
    • All services from Tier 2.
    • Tax planning strategies tailored to individual financial goals.
    • Additional tax schedules as needed (e.g., Schedule E, Schedule D).
    • Year-round email and phone support for tax-related inquiries.
    • Referral discounts.
  • Price: Flat fee starting at $400 per return. State returns are an additional $35 dollars each.
  • Military/First Responder Discount 15% off the total fee

Tier 4: Executive

  • Target Audience: Individuals, independent contractors, small business owners and those requiring specialized tax strategies and high-touch service.
  • Services Included:
    • All services from Tier 3.
    • Advanced tax planning and strategy sessions.
    • Complex tax situations (e.g., multiple sources of income, investments).
    • Priority response for inquiries.
  • Price: Customized pricing based on complexity, starting at $1,000 per return. State returns are an additional $35 dollars each.
  • Military/First Responder Discount: 20% off the total price

Amendments: Prices vary depending on situation and complexity