Who This Is For
Individuals, Couples, and Families
Individuals with Simple or Evolving Tax Situations
Whether your taxes are relatively simple or you’ve experienced recent changes — a new job, side income, relocation, or life event — this service is designed to provide accurate filing and clear guidance without unnecessary complexity or stress.
Couples & Households with Multiple Income Sources
If your household income comes from more than one source — dual W-2s, self-employment, investments, or retirement income — we help bring everything together into one complete, compliant return so nothing is overlooked.
Families Seeking Clarity, Credits, & Ongoing Support
This service is ideal for families navigating dependents, credits, education expenses, or other household tax considerations. We focus on accuracy, eligibility, and clarity so you understand both your return and what to expect moving forward.
If you’re unsure whether this applies to your situation, we’re happy to help you determine the best next step.
What We Handle
We prepare and file individual tax returns with accuracy, context, and care — not just form-filling.
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Federal & state individual returns
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Dependents, credits, and life-event changes
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Investment & retirement income
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Self-employment or side income
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Prior-year filings (when needed)
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Estimated tax guidance when applicable
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IRS & state notice support related to filed returns
Our Approach
We take time to understand what changed, not just what forms you received. That means fewer mistakes, fewer notices, and better planning going forward.
Pricing
Clear, organized tax filing for individuals and families — from simple returns to more complex situations involving dependents, side income, rentals, or investments.
Essential Filing
Starting at
$375
Includes:
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W-2 income
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Interest & dividend income
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Standard deduction
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One state return
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Secure e-file submission
Best for:
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Single filers
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Married filing jointly with basic income
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No dependents or simple dependents
Comprehensive Filing
Starting at
$575
Includes:
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Multiple W-2s
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Dependents & credits
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Itemized deductions
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Retirement & SS income
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Multiple states (as applicable)
Best for:
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Families
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College students
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Seniors
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Moderate investment activity
Complex Filing
Starting at
$875
Includes:
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Self-employment income
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Rental properties
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K-1s
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Stock sales and RSUs
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Prior-year cleanup or IRS notices
Best for:
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Individuals with business income
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Rental or investment property owners
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Higher-complexity tax situations
All pricing reflects starting rates. Final cost is determined by return complexity, time required, number of tax forms, states filed, record quality, and any additional tasks required to complete filing. Deposits are required to begin tax preparation.
What You'll Receive
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Secure intake process and document organizer
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Tax preparation followed by internal quality review
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Completed tax return with explanation
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E-file confirmation for peace of mind
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Clear next steps for the coming year