Personal Tax Services
Choose the service level that fits your needs. All tiers include professional EA preparation with transparent pricing.
Choose Your Plan
Compare our three service tiers to find the right fit for you
Essentials
Core tax preparation
$225
Base price
Tax Preparation
- Federal return
- State returns (up to 3)
- Accuracy review
- Professionally prepared
- E-filing included
- Secure portal access
Communication & Support
- Portal communication
- 72-hour response time
Complete
Enhanced support & planning
$375
Base price
Tax Preparation
- Federal return
- State returns (up to 3)
- Accuracy review
- Professionally prepared
- E-filing included
- Secure portal access
Communication & Support
- Portal + Email
- 48-hour response time
- Audit support: Letter assistance
Planning Services
- Mid-year tax report (via portal)
- Year-end projection
- 1 tax estimate scenario
Advisory
Full-service relationship
$525
Base price
Tax Preparation
- Federal return
- State returns (up to 3)
- Accuracy review
- Professionally prepared
- E-filing included
- Secure portal access
Communication & Support
- Portal + Email
- Scheduled calls
- 24-hour response time
- Priority scheduling
- Audit support: Full representation
Planning Services
- Mid-year tax report (with call)
- Year-end projection
- 1 tax estimate scenario
- Quarterly check-ins
- Year-end planning session (60 min)
- Coordinates with your financial advisor
| Tax Preparation | |||
| Federal return | |||
| State returns (up to 3) | |||
| Accuracy review | |||
| Professionally prepared | |||
| E-filing included | |||
| Secure portal access | |||
| Communication & Support | |||
| Communication method | Portal | Portal + Email | Portal + Email |
| Scheduled calls | — | — | |
| Response time | 72 hours | 48 hours | 24 hours |
| Priority scheduling | — | — | |
| Audit support | — | Letter assistance | Full representation |
| Planning Services | |||
| Mid-year tax report | — | Via portal | With call |
| Year-end projection | — | ||
| Tax estimate scenarios | — | 1 included | 1 included |
| Quarterly check-ins | — | — | |
| Year-end planning session | — | — | 60 min |
| Coordinates with your financial advisor | — | — | |
Add-On Services
Same pricing for all tiers
Schedule C (Self-employment/Business Income)
Freelancers, gig workers, side businesses
+$75
Schedule E (Rental Property)
Per property
+$50
Additional State Returns
4th state and beyond
+$50 each
K-1 Income
Partnership/S-corp income - each
+$75
Stock Sales/Crypto
If more than 20 transactions
+$50-100
Amended Return (1040-X)
50% of original if we filed, or full price + 50% if not
Varies
Additional Tax Estimate Scenarios
Complete & Advisory include 1 scenario; each additional
+$25
Pricing Examples
See how our pricing works for common tax situations
Simple Return
W-2 only, 1-3 states
Side Business
W-2 + Schedule C
Base + $75 Schedule C
Rental Property Owner
W-2 + 1 rental property
Base + $50 Schedule E
Multi-Income Complex
W-2 + Sch C + rental
Base + $75 Sch C + $50 Sch E
Complex Portfolio
Sch C + 2 rentals + K-1
Base + $75 + $100 + $75
Which Tier Is Right For You?
- • Essentials: W-2 employees, simple situations
- • Complete: Self-employed, want year-end planning
- • Advisory: Complex situations, want ongoing access
What's Included in All Tiers
Every Tier Includes
- Federal tax return preparation
- Up to 3 state returns (no extra charge)
- Accuracy review by EA
- Professionally prepared
- E-file with direct deposit/payment
- Secure portal access & document storage
- Portal communication
As You Upgrade
- Complete & Advisory
Email communication, faster response times, mid-year tax report, year-end projection
- Advisory Only
Scheduled calls, 24-hour response, quarterly check-ins, 60-min planning session, priority scheduling
Upgrade anytime: Move from Essentials to Complete for $150, or to Advisory for $300.
Payment Terms
Returns Under $250
Full payment due before e-file or at pickup
Returns $250+
- 1. 50% deposit when return enters "In Progress"
- 2. Balance due before e-filing
Payment Methods
-
Cash / Check
No fee
-
Credit Card
Via Square/Stripe (2.5% fee absorbed by us)
Not Sure Which Tier Is Right For You?
Explore each tier in detail to find the perfect fit for your situation.
Frequently Asked Questions
What's the difference between Essentials, Complete, and Advisory?
Essentials ($225) covers core tax preparation: federal return, up to 3 states, accuracy review, and portal communication with 72-hour response time. Complete ($375) adds email communication, 48-hour response time, a mid-year tax report delivered via portal, and year-end tax projection. Advisory ($525) includes everything in Complete plus scheduled calls, 24-hour response time, quarterly check-ins, a 60-minute year-end planning session, and priority scheduling.
What is the year-end planning session?
The 60-minute year-end planning session is included with the Advisory tier. After your return is filed, we schedule a call to review what happened this tax year, discuss comprehensive tax-saving strategies for next year, answer your questions, and create an actionable plan. Complete tier clients receive a year-end projection delivered via portal instead.
What are quarterly check-ins?
Advisory clients receive quarterly check-ins throughout the year. These brief touchpoints help us stay on top of your tax situation, address any changes or questions, and ensure you're on track with your tax planning goals.
What's the difference in response times?
Essentials: 72-hour response time via portal. Complete: 48-hour response time via portal or email. Advisory: 24-hour response time via portal, email, or scheduled calls with priority scheduling.
Can I upgrade to a higher tier later?
Yes! You can upgrade at any time by paying the difference between tiers. Upgrade from Essentials to Complete for $150, from Essentials to Advisory for $300, or from Complete to Advisory for $150.
Are the add-on fees the same for all tiers?
Yes, add-on fees are identical across all tiers. Schedule C is +$75, Schedule E is +$50 per property, additional states (4th+) are +$50 each, and K-1s are +$75 each. The only difference between tiers is the base price and the included support features.
Which tier should I choose?
Choose Essentials if: You have a straightforward tax situation with primarily W-2 income and don't need year-round support.
Choose Complete if: You want year-end planning, faster response times, and prefer email communication.
Choose Advisory if: You have a complex situation, want scheduled calls and quarterly check-ins, or value having priority access to your tax professional.
Are there any hidden fees?
Absolutely not. All pricing is clearly outlined on this page. We provide a clear, upfront quote that includes all services discussed. If additional work is needed during preparation, we'll always communicate and get your approval before proceeding.
Ready to Get Started?
Contact us today for a free consultation and let's find the right tier for your needs.
Looking for business tax services? View Business Pricing