Start The yEAR ON Track
We can all use a little help at times. While we’re not Google Maps, we can help get you on track.
Tax Preparation Services
Tax services completed by appointment only. Virtual or in-person document submission and survey. Virtual or in-person review meeting before signing and e-filing.
Rental Properties
Schedule E Rental Properties
$195/Starting Price
- Completion of your Schedule E and Form 4562
- Additional to Federal, State & Local return fees
- Additional fees for more than 3 properties.
Individual Tax Preparation
Completion of your Federal & State 1040
$150/early bird discount (ends March 1st)
- Completion of your Federal & State 1040
- Includes 5 standard forms and/or schedules (example Schedule A, Child and Dependent Care Credit, Health Saving Account, Municipal or School Tax Returns)
- Additional charges for more than 5 forms, schedules, 1 state or other services.
Sole Proprietor, LLC, 1099
One Person Business/Contractor Schedule C
$275/Starting Price
- Completion of your Schedule C, Federal and State 1040.
- Includes Standard Mileage and Home Office deductions.
- Additional charges for inventory, amortization, depreciation, bookkeeping record review, and other items.
Get STarted Now
Learn more about our process and start the onboarding questionnaire.
Different Is Better
Not your typical tax service firm.
Modern
Faxing is dead. We’ll leverage the latest technology to meet virtual, share documents securely, and sign documents.
Advice Focused
Filling forms is one thing. Knowing how tax law impacts you and how you can benefit from making certain moves is another. We believe that you should walk away informed of how your tax scenario and what you can do to maximize your tax savings.
Straightforward PRICING
You shouldn’t have to call to find out how much it cost to work with us. We list the prices of our most popular packages right on our website and make available a full fee schedule for our clients.
Step #1
Complete the Virtual Tax Questionnaire & Document Submission
Step #2
Sign the Engagement Letter
We will send you the engagement letter to sign electronically after you submit your documentation.
Step #3
We Will Prepare Your Return
After you sign the engagement letter, we will prepare your return based on the information you provided in step #1.
Step #4
Meet & E-File
We will let you know when your return is ready to e-file, you pick a time to review, sign your return and e-file.
We can do this in-person or virtually.