Packages & Pricing

Simple, Transparent, and Aligned with Your Needs
Our service tiers are designed to match the level of support you need — no hidden fees, no surprises. We believe in clear pricing that reflects the time, care, and expertise we invest into every client relationship.

Compliance

 

Professional tax return preparation, made simple and stress-free.

 

Personal returns beginning at $750

Business returns beginning at $1,500

Includes:

  • Tax Return Preparation   

  • Digital Document Storage

  • IRS Notice Assistance

 

Collaboration

 

Year-round support with proactive check-ins and fall tax planning.

 

Personal returns beginning at $1,250

Business returns beginning at $2,750

Includes:

  • All Items in Compliance Package   

  • Fall Tax Projection

  • Year-round access for quick questions

  • Video review of tax return

 

Concierge

 

Full-service tax strategy with mid-year and year-end planning built in.

 

Personal returns beginning at $2,250

Business returns beginning at $4,500

Includes:

  • All Items in Collaboration Package   

  • Mid-Year Tax Projection

  • Annual Tax Planning Meeting

 

Ready to work with us?