
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…
Sign up on our portal and fill out a short questionnaire.
If we are a good fit, we will schedule a quick call to talk through any questions or complications you may have.
After the call, you will receive the standard engagement letter and service proposal.
Once signed up, we will provide a smart tax organizer to help you gather all of your tax information and needed documents.
We will then prep the return, and reach out if we have any follow-up questions.
Once finished, we will upload a video review of your draft return, pointing out the important bits and results, for your approval.
Upon approval of the draft return, and invoice payment, we will have you sign the e-file authorization.
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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