top of page
Individual Tax Preparation
Starting at $175
1040
-
W-2 only (up to five W-2's)
-
Client portal (for secure document uploads & review)
-
E-File
-
​Document review and retention
-
​Compliance checks
-
​Full email and phone support
Includes:
Additional Fees:
-
Dependents
-
Schedules
-
Forms
-
State Returns
What to expect
Introductory Conversation
We will begin with an introductory conversation. We will discuss your tax situation, income sources, deductions, and any life changes like, marriage, home purchase, or new dependents for example.
Tax Prep
Our experienced preparers will complete your federal and state returns, applying all eligible deductions and credits to minimize your tax liability and or maximize your refund.
Review and approval
You'll receive a draft of your return for you to review and approve. We'll answer any questions you may have before filing.
E-File
Once you've approved your draft return, we'll e-file your return and provide confirmation along with a copy for your records.
Security
We'll set up your encrypted portal, where you'll be able to upload all of your tax documents securely.
bottom of page