Individual Package Pricing
Simple Tax Return
For clients with simple personal tax situations, who are W-2 employed and have no other sources of income and do not itemize. This service includes:
o 1-hr Consultation via cell phone or Zoom
o Federal 1040, corresponding personal forms and schedules, and state forms
o You will have access to your tax documents through our online document portal in case you need them throughout the year
o Review your tax return and sign it directly from your smart phone, tablet, or computer without having to interrupt your busy schedule or leave the comfort of your home
$550 | 60 minutes Consultation
Personal Tax Return
For clients with more complex personal tax situations, who are not self-employed but may have additional sources of income like stocks, dividends, or crypto. This service includes:
o 1-hr Consultation via cell phone or Zoom
o Preparation and E-filing
o Federal 1040, corresponding personal forms and schedules, state forms, and Itemizing (Schedule A) if needed.
o Either schedule listed, or a combination of the following schedules listed; Schedule B Interest and Ordinary Dividends, Schedule D Capital Gains and Losses, Schedule K-1, etc.
o Document Portal
o You will have access to your tax documents through our online document portal in case you need them throughout the year.
o E-signature for tax documents
o Review your tax return and sign it directly from your smart phone, tablet, or computer without having to interrupt your busy schedule or leave the comfort of your home.
$750 | 60 minutes Consultation
Self Employed Tax Return
For clients who need their personal taxes prepared and are Sole Proprietors or/and have a mixture of Self-Employed income and other types of income. Our areas of experience include mostly service-based businesses in industries such as: Construction, General Contracting, Painting, Home Inspecting, Pest Control, Real Estate, Financial Services, Barbering & Beauty, Consulting, Health and Fitness, & more. We also help clients who invest in different industries such as: Real Estate, Stocks, & Cryptocurrencies. This service includes:
o 2-hr Consultation via cell phone or Zoom
o Preparation and E-filing
o Federal 1040, corresponding personal forms and schedules, state forms, itemizing (Schedule A) if needed.
o Either schedule listed, or a combination of the following schedules listed; Schedule B Interest and Ordinary Dividends, Schedule C-Profit or Loss from Business, Schedule E-Income or loss from Rental Real Estate, Schedule F-Profit or Loss from Farming, Schedule D Capital Gains and Losses, Schedule K-1, etc.
o Document Portal
o You will have access to your tax documents through our online document portal in case you need them throughout the year.
o E-signature for tax documents
o Review your tax return and sign it directly from your smart phone, tablet, or computer without having to interrupt your busy schedule or leave the comfort of your home.
$1250 | 120 minutes Consultation
We work by appointment only, please book your appointments in advance by using the button to the right. (After you book your appointment keep an eye out for emails from us).
We can help.
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