Embedded Files
Schedule your FREE 15 minute consult
Pricing
Pricing
$350 - Standard 1040 with basic deductions like home, donations, and property taxes. Includes $1M Audit insurance free and a free tax plan for next year.
$50 off any return processed before April 1st.
Seniors get $100 off (over 55)
$50 for Mid-Year review if bundled ($75 if not prepaid)
Additional complexity:
$100 - Sole proprietorship for a personal business or side hustle
$100 - Rental - each additional property $50
$100 - Other complexity based on my discretion (complex home sale, basis calculations, multiple K-1's etc)
Bookkeeping is additional based on an hourly rate of $75
If you have a basic return and perhaps a little side hustle, you are a personal return candidate.
If you have a basic return and perhaps a little side hustle, you are a personal return candidate.
What to expect:
What to expect:
Let's start with a quick, friendly chat – just 15 minutes – to see if we're a good fit. It's a chance for me to understand what you need and for you to get a feel for how I can help. We'll select your package option and set your 1 Hour meeting. You'll receive an email with our estimate and a digital tax organizer where you can safely upload all your tax documents. If you prefer, I'm also happy to pick them up (5-mile limit), or you can drop off your documents in person, and I'll mail them back to you when we're finished.
Let's start with a quick, friendly chat – just 15 minutes – to see if we're a good fit. It's a chance for me to understand what you need and for you to get a feel for how I can help. We'll select your package option and set your 1 Hour meeting. You'll receive an email with our estimate and a digital tax organizer where you can safely upload all your tax documents. If you prefer, I'm also happy to pick them up (5-mile limit), or you can drop off your documents in person, and I'll mail them back to you when we're finished.
I know everyone's busy, so I'm available by text throughout the day and for evening calls. During our one-hour review, we'll review your completed tax return together, ensuring everything is accurate and clear. We'll talk about any adjustments or corrections, and once you're happy, a quick DocuSign will be sent, and you're all set! It's designed to be a smooth, stress-free experience from start to finish.
I know everyone's busy, so I'm available by text throughout the day and for evening calls. During our one-hour review, we'll review your completed tax return together, ensuring everything is accurate and clear. We'll talk about any adjustments or corrections, and once you're happy, a quick DocuSign will be sent, and you're all set! It's designed to be a smooth, stress-free experience from start to finish.
Page updated
Google Sites
Report abuse