PACKAGES & PRICING
All services are provided under a formal engagement agreement and use secure technology for document exchange and communication. Pricing reflects the complexity and scope of work involved. Final fees are confirmed after an initial review.
Tax Preparation Services
Individual Tax Preparation
Starting at $250
A comprehensive tax preparation service for individuals seeking accuracy, compliance, and peace of mind.
Includes:
- Federal and state income tax preparation
- Review of income, deductions, and credits
- Compliance-focused filing to reduce audit risk
- Secure document handling and electronic filing
- Professional review for accuracy and completeness
Ideal for:
Individuals with straightforward to moderately complex tax situations who want professional-grade preparation without shortcuts.
Self-Employed & Independent Professionals
Starting at $550
Designed for independent earners who require careful handling of business income and deductions.
Includes:
- Schedule C preparation and reporting
- Review of business income and deductible expenses
- Federal and state tax filings
- Compliance review to ensure proper classification
- Identification of applicable tax-saving opportunities
Ideal for:
Freelancers, consultants, and contractors who want their business income handled correctly and defensively.
Single-Member LLC Tax Services
Starting at $650
A higher-touch service for business owners requiring coordinated personal and business tax reporting.
Includes:
- Business tax reporting for Single-Member LLCs
- Owner’s individual return prepared in coordination
- Review of business deductions and compliance obligations
- Federal and state filings
- Professional oversight for consistency across filings
Ideal for:
Established solo business owners who want cohesive, professional tax reporting.
S-Corporation Tax & Advisory Services
Starting at $2,500
Our most comprehensive tax preparation service, designed for businesses requiring advanced compliance and strategic oversight.
Includes:
- S-Corporation tax return preparation (Form 1120-S)
- Shareholder K-1 preparation
- Owner’s individual return prepared in coordination
- Reasonable compensation review
- Federal and state filings
- Elevated review standards and advisory-level attention
Ideal for:
Profitable businesses that require sophisticated tax handling and proactive guidance.
ADDITIONAL SERVICES
Engagement-based
These services are available based on scope, complexity, and client needs:
- Additional state filings
- Prior-year and amended returns
- Tax planning and advisory services
- Bookkeeping coordination
- Payroll coordination
- Reasonable Compensation Reports
ENGAGEMENT STANDARDS
To ensure quality, accuracy, and professionalism:
- All work is performed under a formal engagement agreement
- Pricing reflects complexity and scope of services
- Final fees are confirmed after an initial review
- Secure systems are used for all document exchange and communication
- Services are selectively offered to ensure appropriate client fit
Ready To Move Forward?
If you’re looking for accurate, transparent, and strategically guided tax services, and value working with a professional who sets clear expectations, we invite you to take the next step.