We specialize in tax and advisory services for taxpayers who have complex tax situations including self-employment, rental income, disposition of assets, capital gains, changing family dynamics and financial situations.
As part of our full-service tax prep service, we analyze your return for possible tax savings then request additional documents and information as needed to ensure you pay the least tax, legally based on your tax position.
The typical fee for Form 1040 Individual Tax Returns is $600-850, depending on the complexity of the return.
A Schedule C (Profit or Loss from Business for a Sole Proprietorship) is $150. Please note that this fee assumes that you provide complete financial documentation for your business activity including income statement and fixed asset depreciation schedule (if applicable). If bookkeeping services are required to complete your return, additional fees will apply. We will contact you to discuss before beginning that work.
Professional preparation by a degreed accountant
Secure client portal with bank-level encryption
Free phone app with built-in document scanner
Secure messaging, organizers, task lists and more, all in one place
All returns are triple-checked for accuracy
Still have questions? Schedule a live review via phone or Zoom
Full return analysis to determine whether you could benefit from tax planning
Estimated payment vouchers (if needed)
Audit Protection Plus® coverage (1040 returns only)
The typical fee for Form 1040 Individual Tax Returns is $600-850, depending on the complexity of the return. See our page on Fee Transparency for more information.
A Schedule C (Profit or Loss from Business for a Sole Proprietorship) is $100; additional forms may be required with this filing. Please note that this fee assumes that you provide complete financial documentation for your business activity including income statement and fixed asset depreciation schedule (if applicable). If write-up (bookkeeping) services are required to complete your return, additional fees will apply. We will contact you to discuss before beginning that work.
IMPORTANT: DO NOT SEND ANY PERSONAL OR TAX INFORMATION VIA EMAIL, VOICEMAIL, TEXT, ONLINE MESSENGER, MAIL, OR ANY MEANS OF TRANSMISSION OR DELIVERY OTHER THAN OUR SECURE ONLINE PORTAL.