Individual & Sole Proprietor Tax Service Packages

Individual - Basic

Tax Preparation Services Include:

• 1040 Federal Tax Return 
• One State Tax Return (additional state $75/ea.)
• Unlimited Tax Document Storage

​Tax Planning Services Include:

• Unlimited Email Inquiries
• Mid-Year Email Follow-Up
  
• Year-End Phone Call

STARTS AT $225

Request custom Proposal

Individual - Advanced

Tax Preparation Services Include:

• 1040 Federal Tax Return
• Schedule A - Itemized
• Schedule D - Capital G/L
• One State Tax Return (additional state $75/ea.)
• Unlimited Tax Document Storage

Tax Planning Services Include:

• Unlimited Email Inquiries
• Mid-Year Email Follow-Up
• Year-End Phone Call

Starts at $375

​request custom proposal

Sole Proprietor -
Prep Only

Tax Preparation Services Include:

• 1040 Federal Tax Return
• Schedule A - Itemized
• Schedule D - Capital G/L
• Includes one of the three: Schedule C, Schedule E, Schedule F
• One State Tax Return (additional state $75/ea.)
• Unlimited Tax Document Storage

Tax Planning Services Include:

• Quarterly Estimated Tax Payment Reminders
• Unlimited Email Inquiries
• Mid-Year Email Follow-Up
• Year-End Phone Call

Starts at $525

​request custom proposal

Sole Proprietor - Prep + Planning

Tax Preparation Services Include:

• 1040 Federal Tax Return
• Schedule A - Itemized
• Schedule D - Capital G/L
• Includes one of the three: Schedule C, Schedule E, Schedule F
• One State Tax Returns (additional state $75/ea.)
• Unlimited Tax Document Storage

Tax Consulting Services Include:

• Mid-Year Tax Analysis
• Year-End Tax Analysis
• Quarterly Estimated Tax Payment Reminders
• Unlimited Email Inquiries
• Unlimited Phone Inquiries​

​*Do note that the Sole Proprietor Advanced package is available to Individuals

Starts at $75.00/mo

request CUSTOM proposal