For Individuals

Strap in folks!  It's time to talk about the thrilling, high-octane world of tax preparation pricing!  Our personal tax return packages reflect how involved our clients want us to be in their lives--some just need a tax return; most need some additional annual support; and few just like the idea of their CPA being on speed dial.  Our package starting prices reflect the time required to accurately and comprehensively prepare your tax returns, as well as the overall value received or impact created on your tax situation.  We don't mind organizing your stuff, if asked, but keep in mind: basic disorganization, advanced disorganization, disguised disorganization, and misrepresented disorganization will all increase your tax preparation fee.

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Now, you may be thinking, "That’s a nice chunk of change." But think of it as investing in a really nice pair of shoes, only instead of walking in style, you're strutting right past the IRS without a second glance.  We are tax consultants, not just number crunchers.  Anyone can do the relatively procedural work of putting the right number in the right blanks--even those big chain firms can get that right (from time to time).  But, we take a consultative approach to tax preparation to make sure you're paying your fair share of taxes, and nothing more.  You can certainly find someone to prepare your taxes for less.  But, like our Granny used to say, "Good work is seldom cheap, and cheap work is never good."

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Our Tax Packages reflect "single/head of household" or "married filing joint" tax returns.  We can also do a married filing separate analysis to determine the tax benefit if any, and also determine how each taxpayer contributed to the overall tax situation.

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Strategy Sessions are available if you need to talk through some tax issues, want to discuss tax planning strategies, or just need answers to your 'quick tax questions.'

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Prefer remote support?  Combine our Gold or Silver plans with our Exclusive Client Care Program for a holistic, unparalleled, completely digital tax solution!!