Tax Advisory and Filing
Tax Preparation and Filing
Stress-Free Tax Filing in 3 Simple Steps
1. Intake Call
We’ll start with a brief call to understand your tax situation, goals, and needs. From there, we’ll guide you through the onboarding process.
2. Provide Documents
To officially get started, sign our engagement letter and provide a deposit. Then complete your tax organizer, upload your documents, and answer a few follow-up questions. All communication and file sharing is done through our secure online client portal.
3. Review & Filing
We’ll review your return and resolve any outstanding items together—including a customized walkthrough of your return. When everything looks good, we’ll send your final invoice. Once paid and you sign the e-file authorization forms, we’ll file your return electronically.
Pricing
Because every taxpayer’s situation is unique, we offer personalized quotes based on the complexity of your return. To get started, upload your prior year tax return through our secure portal for a custom estimate. We start with a base price of $400 for individual returns and $1,250 for business returns (Forms 1120S or 1065). From there, pricing is adjusted based on the time, complexity, and forms involved. The more complex your return, the more attention it requires—and we tailor our pricing accordingly.
**TIP: The more organized and complete your documents, the more efficient (and cost effective) the process becomes.