Individual Tax Preparation

Not a business owner, but still need your taxes done?

Own a business, have clean books, and just looking for a tax preparer?

We’ve got a package for that!

What’s Included…


Secure Client Portal

E-Filing of your tax return

Virtual Tax Return Review

One State Return Included

Tax Preparation Rates

Individuals

average rate
$675

Self-Employed/Independent Contractor

average rate
$995

Rental Properties

average rate
$875

Personalized tax solutions for every unique situation…

Just like every person is unique, so is every tax return.

Every tax return starts with a base package, designed to cover many typical tax situations -and for many clients, its all they need.

For those with more complexity, we offer additions and add-ons to match your unique situation.

Typical Preparation Process…

  1. Sign up on our portal and fill out a short questionnaire.

  2. If we are a good fit, we will schedule a quick call to talk through any questions or complications you may have.

  3. After the call, you will receive the standard engagement letter and service proposal.

  4. Once signed up, we will provide a smart tax organizer to help you gather all of your tax information and needed documents.

  5. We will then prep the return, and reach out if we have any follow-up questions.

  6. Once finished, we will upload a video review of your draft return, pointing out the important bits and results, for your approval.

  7. Upon approval of the draft return, and invoice payment, we will have you sign the e-file authorization.

  8. Your return will then be e-filed and you can check off another year complete!

Ready to get started…

1. Click the button above to create an account in our client portal.
2. You will receive a new client questionnaire for you to complete.
3. Once we receive it back, we will contact you within 48 hours.

Are you ready to work together?

Create an Account

Once you click the ‘Let’s get Started’ button below, you will be prompted to create an account.

Apply Online

Complete a short application for service.

Schedule a Call

Once your account is active, we’ll reach out to schedule a call to review the steps need to get started!

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