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Individual Tax Return Prep

Choose the most applicable tier from the options below. If unsure, we are more than happy to discuss to find the perfect fit for your specific scenario!

Basic

*$300

  • Simple Tax Return Filing:

    • Preparation of federal and state tax returns for W-2 income

    • Standard deduction or simple Itemized deduction

  • Tax Document Review:

    • Review of basic tax documents (W-2s, 1099s)

  • Email Support:

    • Basic email support for simple tax-related questions

  • Filing Assistance:

    • Electronic filing of returns

Enhanced

*$650

  • Comprehensive Tax Return Filing:

    • All Basic Preparation features

    • Reporting of additional income sources (self-employment, rental income for 1 property)

  • Documentation Organization:

    • Assistance with gathering and organizing tax documents

  • Client Consultation:

    • One-on-one consultation to clarify any specific tax-related questions

Premium

*$1,000

  • Full-Service Tax Return Filing:

    • All Enhanced Preparation features

    • Preparation for complex tax situations (foreign income, FBAR reporting, or 2 or more rental properties)

  • Audit Support:

    • Representation in case of an audit

    • Assistance with audit documentation and response

  • Advanced Documentation Review:

    • Detailed review of all income, deductions, and credits for maximum benefit

* Please note that this price is an average for the tier and may not be the exact price you will be charged. An average implementation fee of $100 is charged for new clients to cover the cost of initial set up.
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