Personal Tax Services

File ($225) is efficient, professional tax preparation — you get your return done right. Plan ($425) is a year-round relationship with a tax professional in your corner. With Plan, tax prep is a side-effect of ongoing guidance, not a once-a-year transaction. Plan includes everything in File plus: priority scheduling (Plan clients go first), year-round access to schedule calls, mid-year tax projection, life event consultations, a 1-hour year-end wrap-up session, and IRS correspondence drafting.

The year-end wrap-up is a 1-hour consultation included with the Plan tier. After your return is filed, we schedule a call to review what happened this tax year, discuss tax-saving strategies for next year, and answer your questions. Plan also includes 1 tax scenario estimate. Need additional scenarios? Each one is just $25.

Plan clients receive a personalized video walkthrough of their tax return along with the summary letter. We explain the key items on your return, highlight important deductions and credits, and answer common questions - all in a video you can watch anytime.

If you receive a letter from the IRS and you're a Plan client, we'll draft a response letter for you. This includes reviewing the notice, preparing an appropriate response, and explaining what you need to do. Full IRS representation (audit defense, appeals, etc.) is available separately.

Yes! You can upgrade from File to Plan at any time during or after your return is filed. Simply pay the $200 difference and you'll get access to off-season call scheduling and your 1-hour year-end wrap-up session.

Yes, add-on fees are identical for both File and Plan. Schedule C is +$75, Schedule E is +$50 per property, additional states (3rd+) are +$50 each, and K-1s are +$75 each. The only difference between tiers is the base price and the included support features.

Choose File if: You have a straightforward tax situation, primarily W-2 income, and don't anticipate needing much support outside of tax season.

Choose Plan if: You're self-employed, have rental properties, have a complex tax situation, or value having year-round access to your tax professional for questions and planning.

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.