Starting $200

Would you like to know what your tax situation looks like before tax season?

A pre-season review of your current tax position — we project your potential liability, highlight opportunities, and give you clarity before the filing rush.

Perfect for individuals who prefer to know their numbers in advance and eliminate tax-season anxiety.

Starting $450

Comprehensive tax return preparation for personal clients — whether you’re a salaried professional, investor, entrepreneur or high-net-worth individual.

We take on the complexity, ensure accuracy, optimize your deductions, and deliver reliability you can trust.

(W2 income, standard deductions)

Starting $650

Why settle for “standard” when you could unlock premium tax savings? If you own a home, pay hefty property taxes or make generous donations, the standard deduction may be costing you.

Our Itemized Return Service dives into mortgage interest, real-estate tax, and charitable contributions—tailoring your Schedule A for maximum tax advantage. Leveraging every deduction while avoiding missed opportunities that could cost you thousands.

(Mortgage, Donations, Property Tax)

Starting $800

Own one or two rental properties? This service is tailored to help you leverage depreciation, optimize your rental income tax strategy and keep your filings clean and precise.

We handle all the details—property schedules, expense review, and deduction maximization—so you get clarity and confidence in your rental tax outcome.

Starting $1000

For the business owner managing a sole proprietorship or single-member LLC, this service delivers both tax filing and a bookkeeping summary to give you a clear financial picture.

We ensure your expense tracking aligns with tax-optimized structuring, so you can focus on your business while we handle the tax strategy.

Starting $1400

If your entity type is an S-Corporation or partnership, we provide full service including K-1 preparation, cross-entity tax coordination and strategic planning.

Ideal for owners seeking advanced structuring, distribution considerations, and tax-smart alignment of business and personal financial goals.

When your tax situation spans multiple states, includes substantial 1099/RSU income, or other complex income streams, this service is for you.

We manage multi-jurisdictional filings, assess equity compensation impact, and optimize your overall tax position. Trust us for high-touch coordination, compliance and tax-efficient outcomes. Secure the expertise you deserve now.

(Multiple filings or 1099/RSU)