We are not accepting any new personal income tax work until May. If you did not submit your tax documents by our March 15 deadline, you can consider filing an extension and we will be happy to help you in May.

We prepare income taxes for individuals, couples, sole proprietorships, and single-member LLC's. We only prepare partnership, S-Corp, or C-Corp income tax returns for our bookkeeping clients.

If you would like to move forward with our tax preparation services, please fill out the form at the bottom of this page to get started. This is a 3 step process:

1. After you have received *all* of your 2022 tax forms, submit them to us! Please do NOT submit your tax documents until you have *all* of them. We can send you a secure link or a prepaid FedEx label.
2. We will prepare a draft based on the documents you submitted and your answers to few brief questions included with the secure link.
3. Finally, we will send you the draft to review, give you the option scheduling an appointment to review the draft, make any changes, answer any additional questions you may have, e-sign and e-file, and plan for the year ahead!

• $550 Tax Return Package includes:
  • Form 1040
  • Schedule A Itemized Deductions
  • Purchase of a new home (primary residence)
  • One State
  • E-File
  • Complimentary tax planning for the year ahead at the time of review/signing.
  • One of the below schedules of your choice or a second state is complimentary. Fees for additional are listed here:
    • $100 Schedule B Interest/Dividends (only required if they total $1,500+)
    • $150 ​Each additional state
    • $200 Schedule D Capital Gains and Losses
    • $250 Schedule C Profit or Loss from Business (Self-employed, gig economy, most single owner LLC's, etc.)
    • $250 Schedule E Supplemental Income and Loss for up to 2 K-1's (partnerships, S-Corps, trusts)
    • $250 Schedule E Supplemental Income and Loss for up to 2 rental properties