Starting from $385

Who It’s For

W-2 employees who want their taxes done right

Freelancers and 1099 contractors with business expenses to deduct

Sole proprietors or LLC owners filing a Schedule C

Retirees with pension, Social Security, or investment income

Rental property owners who need to maximize deductions

What’s Included

Federal and state return preparation and e-filing

A deduction review to find credits and write-offs you are eligible for

A final review before anything is filed from one of our CPAs

A clear summary of your return so you know what you're signing

Audit Protection: if the IRS sends a letter, we’ll be there to help

Encrypted document upload and e-signature

How It Works

Pay Your Fee: Once you call our office and we set up your billing profile, our team will send you an invitation to use our secure client portal.

Client Portal: Once you’ve been given access, answer a short questionnaire and upload your W-2s, 1099s, and other tax forms.

We Prepare: Your preparer builds the return and flags any questions.

You Review: We send you a full tax return copy to review with a summary page that breaks down your refund and/or tax dues.

We File: You sign electronically, we e-file, and you get confirmation.

FAQs

What Documents Do I Need?
Your W-2s and 1099s, last year's return, and any records of deductions such as mortgage interest, charitable gifts, or business expenses. Our free worksheets help you organize them.

How Long Does It Take?
Most returns are ready within 5-10 business days after we receive all documents. Our CPAs handle tax returns in the order they are received so preparation times during busy seasons will cause times to be longer.

Can You File Prior Year Tax Returns?
Yes, we can prepare prior year returns depending on how far back we’ll need to prepare and file. Filing fees do not change for prior year vs current year tax returns.

Is My Information Secure?
Documents are uploaded through an encrypted portal. We never ask you to email sensitive forms unless the client’s client portal is malfunctioning. In the event documents must be shared via email, we use a specially encrypted email system to protect confidential client information.

What If I Get Audited?
Audit protection is included with all tax filings so if you are audited, we will help you resolve it via counsel and guidance on what documents are required; however, we do not offer direct IRS audit resolution services.

Free Deduction Worksheets

Updated for Tax Year 2025

Itemized Deductions Worksheet

Rental Property Expenses Worksheet

Self Employed Expenses Worksheet

Why Choose Us?

We Do What Others Don’t

By far the most common complaint we hear from our clients is how hard it was for them to get a hold of their previous CPA or accountant. That’s why we’ve built this firm to make it as easy as possible for our clients to communicate with us to schedule a consultation, go over their tax return, or troubleshoot any technical difficulties they might have. No more long wait times and constant missed calls, just consistent communication. That’s the key to happy clients.
With us, what you see is what you get. There are no hidden setup fees, no annual fees, and no cancellation fees, just clear, honest pricing that keeps your finances simple, predictable, and stress-free.
Say goodbye to unpredictable costs with our firm’s flat-rate billing system. Every single one of our services, whether it’s tax filing, accounting, or custom projects follow a flat-rate fee system. What that means for you is easy budgeting every month, knowing exactly how much your invoice will be.