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Tax Preparation

Remove the struggle. Hire someone else.

Overwhelmed by all the forms?

Not sure what to take as deductions – and where to take them?

Tax regulations change yearly, and even after hours of research, you might not get a clear answer to your questions.

What if you make a costly mistake, or miss a credit available to you?

By hiring a professional, you make sure you get it right the first time.

Ready to work with me?

1040 Personal Return

Starting price
$ 325* Annually
  • Federal tax return preparation
  • One state return. Each additional state is $75
  • Electronic Filing
  • Use of my client portal including an app for secure uploads, messaging, invoicing, and more
  • No cost basic check-ins throughout the year to keep me updated and answer basic questions. *Above and beyond calls or support will be billed at my current hourly rate
  • Basic tax planning - one update to assist with quarterly estimated taxes, retirement contributions, etc.
  • Personal returns come with audit assistance from Protection Plus

1065 Partnership Return

Starting price
$ 975* Annually
  • Federal tax return preparation
  • One state return. Each additional state is $125
  • Electronic Filing
  • Use of my client portal including an app for secure uploads, messaging, invoicing, and more with access for each partner
  • No cost basic check-ins throughout the year to keep me updated and answer basic questions. *Above and beyond calls or support will be billed at my current hourly rate
  • Basic tax planning - one update to assist with quarterly estimated taxes, retirement contributions, etc.
  • Personal return for a partner alongside the partnership preparation is $275 with no Schedule C or extra complications

1120S S Corp Return

Starting price
$ 975* Annually
  • Federal tax return preparation
  • One state return. Each additional state is $125
  • Electronic Filing
  • Use of my client portal including an app for secure uploads, messaging, invoicing, and more with access for all shareholders/owners.
  • No cost basic check-ins throughout the year to keep me updated and answer basic questions. *Above and beyond calls or support will be billed at my current hourly rate
  • Basic tax planning - one update to assist with quarterly estimated taxes, retirement contributions, etc.
  • Personal return for a shareholder alongside an S Corp preparation is $275 with no Schedule C or extra complications

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