Explore Our Services
We provide accurate, secure, and virtual tax and financial services for individuals and small businesses. Explore how we can simplify your tax season and help you keep more of what you earn.
Balanced.Accurate.Trusted.
What We Offer
Thoughtfully balanced tax and financial services designed to support your goals with clarity and confidence-virtually and securely.
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Basic tax return - W-2 with standard deduction - starting at $125
Itemized tax return - W-2 with itemized deductions - starting at $175
*All includes state return
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Self-Employed Starter - One business (Schedule C), Schedule SE & up to two income sources - starting at $225
Self-Employed Standard - Expenses categorized, mileage or home office, & basic depreciation - starting at $350
Self-Employed Premium - Multiple income streams, advanced deductions, record clean up, or tax strategy needed - starting at $500
*All includes state return
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Rental Property (Schedule E) - $125 per property
Stocks/Crypto (Schedule D) - $75
K-1 (Partnership, S-Corp, Trust) - $75 each
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Additional Business (extra Schedule C) - $115
Home office (Form 8829) - $15
Depreciation (Form 4562) - $40
QBI Deduction - $15
Health Insurance Marketplace Credit - $15
Child/Dependent Care Credit - $15
Education Credits - $15
Clean Energy/EV Credit - $40
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Additional State Return - $25
Prior-Year Return - $150 per year
Amended Return (1040-X) - $150
Estimated Tax Calculations - $50
Our Process
Client Intake
Complete our secure intake form to get started.
Review & Proposal
We assess your information and provide a customized service quote.
Secure Document Exchange
After approval, we collect your documents through encrypted communication for maximum security.
Preparation & Completion
Your return is carefully prepared with accuracy, care and compliance in mind.