Personal Tax Services
Individual Tax Preparation
Ideal for W-2 earners, retirees, and single filers
Complete, accurate personal tax preparation with credits and deductions carefully reviewed for your situation.
- • Common situations reviewed during intake
- • Document checklist provided
- • Clear next step communicated
Pricing provided after reviewing your tax situation.
Personal Tax Services
Family and Dependent Tax Filing
Ideal for Married couples, parents, and caregivers
Filing status, dependent claims, education credits, and family-related tax benefits handled with care.
- • Common situations reviewed during intake
- • Document checklist provided
- • Clear next step communicated
Pricing provided after reviewing your tax situation.
Self-Employed and 1099 Services
Self-Employed & 1099 Tax Preparation
Ideal for Freelancers, contractors, and gig workers
Schedule C income and expenses, mileage, home office, and self-employment tax organized correctly.
- • Common situations reviewed during intake
- • Document checklist provided
- • Clear next step communicated
Pricing provided after reviewing your tax situation.
Business Tax Services
Small-Business Tax Preparation
Ideal for LLCs, S-Corps, partnerships, and sole proprietors
Business returns prepared with attention to structure, deductions, and owner-level tax impact.
- • Common situations reviewed during intake
- • Document checklist provided
- • Clear next step communicated
Pricing provided after reviewing your tax situation.
Tax Planning
Tax Planning and Mid-Year Adjustments
Ideal for Clients expecting income or life changes
Proactive strategy sessions to reduce surprises and plan for estimated payments and withholding.
- • Common situations reviewed during intake
- • Document checklist provided
- • Clear next step communicated
Pricing provided after reviewing your tax situation.
IRS Support
IRS Notice and Communication Support
Ideal for Clients who received an IRS letter
Understand what the notice means and prepare a clear, professional response.
- • Common situations reviewed during intake
- • Document checklist provided
- • Clear next step communicated
Pricing provided after reviewing your tax situation.
Prior-Year and Amendment Services
Prior-Year Tax Filing
Ideal for Clients with unfiled returns from prior years
Catch up on missed filings and get back into good standing with the IRS.
- • Common situations reviewed during intake
- • Document checklist provided
- • Clear next step communicated
Pricing provided after reviewing your tax situation.
Prior-Year and Amendment Services
Tax Amendments
Ideal for Clients who need to correct a filed return
Amended returns prepared to correct income, credits, or deductions on a prior filing.
- • Common situations reviewed during intake
- • Document checklist provided
- • Clear next step communicated
Pricing provided after reviewing your tax situation.
Business Tax Services
Bookkeeping Readiness Review
Ideal for Business owners preparing for filing
Review of your books so your business return can be filed accurately and efficiently.
- • Common situations reviewed during intake
- • Document checklist provided
- • Clear next step communicated
Pricing provided after reviewing your tax situation.
Year-Round Support
Year-Round Tax Support
Ideal for Clients who want ongoing guidance
Access to answers, planning, and IRS support throughout the year, not just in April.
- • Common situations reviewed during intake
- • Document checklist provided
- • Clear next step communicated
Pricing provided after reviewing your tax situation.
Service availability, requirements, timelines, and pricing vary according to each client's tax situation. An initial review may be required before a final service quote is provided.