Individual Tax Services

1040 preparation for wage earners, freelancers, and investors.

Starting at $450Base price

Included in the base price

  • Standard Form 1040 — filing of the primary federal return
  • W-2 income — standard wage-earner reporting
  • Standard deduction
  • Interest & dividends — basic 1099-INT and 1099-DIV
  • One state return — filing for a single resident state
  • E-filing & secure portal — digital delivery

What adds complexity (add-on fees)

  • Itemized deductions (Schedule A) — medical, mortgage interest, charitable
  • Self-employment (Schedule C) — bookkeeping review & expense categorization
  • Rental properties (Schedule E) — depreciation & property-specific tracking
  • Capital gains/losses (Schedule D) — active trading, crypto, cost-basis adjustments
  • K-1 processing — income from partnerships or S-Corps
  • Amended returns (Form 1040-X) — correcting a previously filed return

Corporate & Partnership Tax Services

1120-S, 1065, and 1120 preparation for growing businesses.

Starting at $950Base price

Included in the base price

  • Federal entity filing — Form 1120-S, 1065, or 1120
  • Basic financial statement review — from a clean, balanced P&L and Balance Sheet
  • K-1 distribution — up to two partners/shareholders
  • One state business return — the business's home state

What adds complexity (add-on fees)

  • Unorganized books — "shoe-box" cleanup accounting
  • Multiple shareholders — additional K-1s beyond the first two
  • Multi-state nexus — filings in multiple states of operation
  • Complex assets — property sales, Section 179, complex depreciation
  • Foreign assets — FBAR or Form 5471 reporting
  • Amended returns — correcting a previously filed business return
Beyond Compliance

Advisory & bookkeeping

Tax prep is the floor, not the ceiling. Most clients pair it with one of these.

02.

Strategic Tax Advisory

Proactive, year-round planning focused on legally minimizing what you owe before the year closes — not just reporting it after the fact.

  • Year-round tax planning
  • Estimated tax payment management
  • Entity selection & restructuring advice
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03.

Bookkeeping & Financial Reporting

Monthly bookkeeping that keeps your financials audit-ready and gives you a clear read on where the business stands, year-round.

  • Monthly categorization & reconciliation
  • Financial statements (P&L, Balance Sheet)
  • Rental & Schedule C-ready bookkeeping
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