Our tax prep services are seasonal and the process is simple.
- Book a 15-min call to confirm your needs.
- Look for and accept your proposal.
- Submit your documents.
- Review your tax forms.
- Receive a copy of your filed taxes, all squared away.
Your strategy needs
You’d rather us just take it and run with it. But if you need a consultation call, you can get one any time for $150.
Your tax structure
Simple. 5 or less slips, less than 2 medical accounts, less than 2 investment accounts.
Your budget: $200
Your tax structure
More than 5 slips, lots of medical claims, lots of deductions, employment expenses, and capital gains.
Your budget: $250
Your strategy needs
You want one strategy consultation included with your tax preparation.
Your tax structure
It’s a little complicated and you need a plan.
Your budget: $350
Your tax structure
Rental property or two and your accounts have lots of transactions.
Your budget: $500
Your strategy needs
You need a fair amount of strategy, and after your initial consult we’ll suggest how many strategy meetings will be helpful for you.
Your tax structure
Small business or sole proprietor
Your budget: Starting at $500
Initial consult will give pricing