top of page

TAX PREPARATION

Maximize your return.

As a licensed CPA with nearly a decade of experience, we go beyond simply filing your return. We ask the right questions to make sure your tax situation is fully optimized. Whether you're an individual, independent contractor, or business owner, we take a strategic approach to every return to make sure you're keeping more of what you earn. 

Zoomed in to the eye of Benjamin Franklin of a $100 bill

Tax Preparation Plans

Simple Tax Return $155 - $225

This service is designed for individual tax payers who only have W-2 income and do not itemize their tax deductions. Even with a straightforward return, we make sure every available credit and deduction is considered so you're not leaving money on the table. This includes federal and state tax filing.

Personal Tax Return $250 - $450

This service is designed for individual taxpayers with W-2 income and additional income sources such as stock, crypto, interest, or dividends, including those who itemize their deductions. More income sources means more moving parts, and we make sure every one of them is working to lower your tax bill. This includes federal and state tax filing.

Sole Proprietor $495+

This service is designed for individuals who operate as an independent contractor or run a sole proprietor business, including those with rental property activity or a mix of W-2 and investment income. We go beyond filing to identify every deduction your business qualifies for and make sure your return reflects the full picture of your financial year. This includes federal and state tax filing.

Business Tax Return $1,095+

This service is designed for business owners operating as a Partnership, S-Corporation, or C-Corporation, including preparation of the business return and distribution of Form K-1 to partners and shareholders. We take a strategic approach to your business return to make sure your entity structure is working in your favor at tax time. This includes federal and state tax filing.

bottom of page