What's included with every return we prepare
Every return gets the same care regardless of package. The package reflects the complexity of your situation and how much access and support you want, not how much attention your return gets.
We look at what you had last year, what changed, what you're likely to miss, and what to do differently going forward. Filing is the last step, not the only one.
- Federal return preparation
- Review of last year's return for anything missed
- Plain-English walkthrough of what was filed and why
- One forward-looking conversation about next year
- Secure document upload and e-filing
- $1M audit defense and identity theft protection
STEP 1
Reach out
Phone, email, or web form. Tell us briefly what's going on.
STEP 2
Tax organizer
We send a tax organizer to fill out before our call.
STEP 3
Intake Call
15 to 20 min. Review the organizer, answer questions, confirm your package.
STEP 4
Proposal and sign
Written proposal with exact pricing. Sign and add a payment method on file.
STEP 5
Prepare and file
Upload documents. We prepare, walk through, and e-file.
What drives the cost up
Multiple income sources, business or rental income, investments to track, prior-year issues, or a lot of transactions to sort.
What drives the cost down
Straightforward W-2 income, standard deduction, clean records, and a situation that doesn't need much untangling.
Premium
starting at
$899
Everything in Plus, plus a live return review, direct text and call access, quarterly tax check-ins, year-round expense tracking, and IRS account monitoring. Filed within 7 days.
IRS Letter Support
We handle everything
Tax Expert Access
Direct line (text/call)
Response Time
24 hours or less
Return Review
Live 1-on-1 review
Priority Filing
7-day priority
Tax Organization
Tax expense tracking
IRS Account Monitoring
Yes
Year-Round Support
Workshop + quarterly check-ins
Plus
starting at
$419
Everything in Simple, plus a recorded video walkthrough, an estimate of next year's refund or bill, and year-round receipt uploads. Filed within 10 days, with phone support when you need it.
IRS Letter Support
We help you respond
Tax Expert Access
Portal + phone support
Response Time
48 hours or less
Return Review
Recorded video walkthrough
Priority Filing
10-day priority
Tax Organization
Tax expense upload
IRS Account Monitoring
—
Year-Round Support
Year-end tax estimate
Simple
starting at
$299
The basic option. Upload your documents. We prepare and file your federal return within 14 days. We also check last year's return in case anything was missed.
IRS Letter Support
Self-service with guidance
Tax Expert Access
Portal only
Response Time
72 hours or less
Return Review
—
Priority Filing
14-day standard
Tax Organization
—
IRS Account Monitoring
—
Year-Round Support
Newsletter
Starting prices cover your federal return. State returns and additional income (business, rental, partnership, S Corp) are priced separately. We confirm your exact total on the free call, before any work starts.
SIMPLE
Active duty military couple, combat pay, filing their first joint return
They thought they had to file separately because of a recent deployment. Filing jointly put about a thousand dollars more in their pocket. Federal and both state returns filed within 14 days. When the IRS flagged the return for verification, I helped sort it out.
THEY PAID
$429
PLUS
Single homeowner who'd owed taxes every year before working with me
A major hurricane hit her home the year before, and she'd pulled from her retirement to cover recovery. I worked through the federally declared disaster loss, the recovery rules that softened the retirement withdrawal hit, and energy credits for the heat pump and insulation she installed. First year with me she got a refund of about $2,800. This year that grew to over $6,000 as the disaster benefits carried into year two. Federal return filed within 10 days with a video walkthrough.
THEY PAID
$609
THEY PAID
$1,248
Premium
Married couple with combined W-2 and self-employment income, navigating a business pivot
His cleaning business had been costing more than it brought in for three years, and he wanted to shut it down and start something new. I cleaned up the books to separate business from personal across payment apps and accounts, then prepared the joint return. The legitimate business loss and credits they qualified for added up to a decent-sized refund. After filing, I walked them through renaming the business instead of dissolving it, filed the annual report, and started the name change paperwork. Sales tax registration, business banking setup, and insurance guidance came next.
His payment processor reported his barber shop's income to New York. He lives in Florida.
“I feel like I never did taxes before.”
Jordan is a barber in Florida who runs his shop with a business partner. The tax form his payment processor sent to the IRS had two problems. The shop's income was reported under his Social Security number instead of the business's tax ID, and it was assigned to New York, a state where he does not live and the business does not operate.
I worked through what actually belonged on his personal return, what belonged on the partnership return, and what needed to be corrected at the source. He left with a clean filing, his partner's share was recorded correctly, and the reporting was fixed for the next year.
Case Study · Tax Prep
Things people want to know before they book
These are the questions we hear most often. If yours isn't here, the call is free and there's no pressure to move forward.
How much will my return actually cost?
The prices above are starting points. Most W-2 returns land near the starting price. Business income, rental income, partnership or S Corp income, or a state return add to the total. We work out your exact number on the free call, before any work starts.
How do I pay for the return?
When you accept the proposal, you add a payment method. If you're getting a refund, your fee can come out of it. Otherwise, payment runs when you sign the return. Larger amounts can be split.
Why use a tax preparer instead of doing it myself?
A real person looks at your whole situation, not just what you type into a form. We check last year for anything missed, ask what changed, and walk you through what was filed and why. The same person handles your return year after year, so you don't start over every time.
What if I've been filing wrong for a few years?
It happens more than people think and it's fixable. We can correct returns from the last three years as a separate project. You'll see what needs fixing and what it costs before any work starts. Bring it up on the free call. No judgment, just next steps.
I got a tax form from PayPal or eBay and the number looks higher than what I actually made. What do I do?
This is one of the most common situations we handle. Payment platforms report the total money that came in, which often includes refunds, fees, and things you sold at a loss. We sort out what was actually income versus what was just reported. You shouldn't pay tax on money you never made.
What happens after I book the call?
You'll get a tax organizer to fill out before we talk. The call runs 15 to 20 minutes. We go over the organizer, answer questions, and confirm which package fits. If we're a good fit, you get a written proposal. Sign, add a payment method, upload your documents, and we get started. Fully virtual, no office visits.