Designed for taxpayers with straightforward filing needs.

• W-2 income
• Standard deduction or basic itemized deductions
• Interest / dividend income (1099-INT / 1099-DIV)
• Child tax credits & common credits
• Prior-year comparison & basic review

Starting at $180.

For freelancers, independent contractors, and small business owners.

• Business income & expense reporting
• Self-employment tax calculation
• Home office & vehicle considerations
• Estimated tax payment guidance
• Expense categorization review
• Basic tax-saving discussion

Starting at $350.

For multi-owner businesses and S-elected entities.

• Federal return preparation
• Owner allocations / K-1 reporting
• Basis & distribution considerations
• Coordination with personal returns
• Reasonableness & consistency checks

Starting at $650.

Ongoing financial organization and reporting support.

Starting at $150.

• Transaction categorization
• Bank / credit card reconciliations
• Financial statement preparation
• Cleanup / catch-up work (if needed)
• Support for tax preparation

• Estimated tax & withholding reviews
• New business guidance
• IRS letters / notices review
• General tax questions