We File Your Taxes. See You Next Year.
Professional preparation without the extras.
Is Essentials Right For You?
Find out if this tier matches your needs
This tier is perfect for you if...
- Your income is primarily W-2 wages from one or more employers
- You take the standard deduction
- You don't need mid-year tax planning or projections
- Portal-only communication works for you
- You want professional quality at the best price
What's Included
Included with Essentials
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Federal Return Preparation
Professionally prepared by an Enrolled Agent
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Up to 3 State Returns
No extra charge for multiple states
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Accuracy Review
Every return reviewed before filing
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E-File with Direct Deposit
Fastest refund delivery option
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Secure Portal Access
Upload documents and access your returns anytime
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Portal Communication
72-hour response time
Not Included (available in higher tiers)
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Email Communication
Portal only — upgrade to Complete for email
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Mid-Year Tax Checkup
Available with Complete & Advisory
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Year-End Projection
Available with Complete & Advisory
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Tax Estimate Scenarios
"What if" planning available with Complete & Advisory
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Audit Support
Letter assistance with Complete, full representation with Advisory
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Scheduled Calls
Available with Advisory
How It Works
A simple, straightforward process
Upload Documents
Securely upload your W-2s and tax documents to our portal
We Prepare
Our EA prepares your return with accuracy review
Review & Sign
Review your return and sign electronically
We File
Done! See you next year.
Need More Than W-2 Income?
Add-on services are available at the same price for all tiers. Schedule C (self-employment) is +$75, Schedule E (rental property) is +$50 per property, and K-1 income is +$75 each.
View all add-on pricing →Frequently Asked Questions
Can I email you questions?
Essentials uses portal-only communication with a 72-hour response time. All questions and messages are handled through our secure client portal. If you prefer email communication with faster response times, consider upgrading to Complete ($375) which includes email access and 48-hour response time.
What happens if I get audited?
Essentials does not include audit support. If you receive an IRS notice or are selected for audit, you would need to upgrade to Complete (letter assistance) or Advisory (full representation), or pay separately for audit representation services.
How long does tax preparation take?
Once we have all your documents, most returns are completed within 3-5 business days during regular season. During peak times (late March through April 15), it may take 5-7 business days. We'll notify you via portal when your return is ready for review.
Ready to Get Started?
Professional tax preparation at a straightforward price. No surprises, no extras you don't need.
Need more support? Check out Complete ($375) or Advisory ($525)