
all your tax needs taken care of.
Services year round, not just during tax season.
When you work with us you’ll have confidence within yourself and your taxes, they’ll be accomplished timely and thoroughly. You will become a more educated taxpayer, you’ll understand which life events influence your taxes, and things to do in the future to help your financial situation.
Satisfied Clients Are
Educated and Empowered

Preparing to file 2022 taxes?
Join Our Next Client Orientation
This is for both new and existing clients. To make the most of your time and ours. We will cover the following:
The documents required to process your tax return.
Tax law updates
The UDG process and expectations
Engagement letters
Q&A
It’s time to submit your taxes.
Tax Preparation
Individual Tax Return
Have a W2? Start here. Price range starts at $489.
Customers have the option to pay out of pocket or from their refund. *Additional bank fee may apply.
Small Business Tax Return Sch C
Are you a sole-proprietor or have a 1099? You need a Schedule C.
Price range starts at $794 and up.
Customers have the option to pay out of pocket or from their refund.*Additional bank fee may apply.
Business Tax Return
Are you a Partnership, C Corp., or S Corp? You need a 1065, 1120, or 1120S.
Price range starts at $900 and up.
Customers have the option to pay out of pocket or from their refund. *Additional bank fee may apply.
Tax Return Copies
Misplaced your tax return? Need an additional copy of your recently filed return or prior year taxes? This service is provided per tax year. Please include the tax year in the special instructions field. You will receive your copy within 24 hrs of confirmation.
This is typically 30mins of support and is $65.
Tax Debt Resolution
Do you owe the IRS? Need help?
starting a business?
Business Formation
LLC Formation
$499
Price includes state fee and processing fee. Any discounts are only applied to processing fee
DBA Filing
10mins of virtual support for $67
Include DBA Name in Special Instructions
Tax Business Set Up
Schedule a quick chat below!
Become your own Tax Boss! This package includes everything you will need to get started and operate independently.
This package includes the following: Licensing Agreement, EFIN registration, Bank product setup, Bank training, Tax Software setup, Business formation, Operations Agreement, Payroll setup, Contracts, Team setup, and so much more.
Need support?
Book a 1:1 Session
Do you have questions regarding your tax return? Need help with tax planning? Owe the IRS? Schedule your consultation today and we will work together to create a strategy. All Sales Are Final

want to work with us?
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