Tax Preparation
Every financial story is different, and your tax support should reflect that. Whether you're filing as an individual or managing a small business, I tailor pricing to match the complexity of your return and the level of guidance you're looking for.
To keep things simple and transparent, I offer three clear service levels, so you only pay for what truly fits your life, your goals and the kind of support that feels right for you.
Essential
Accurate, on-time filing with no stress.
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Prep & filing of federal + state return
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Tax Return review meeting
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Summary report of current year taxes
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IRS tax notice support
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Digital document storage
Starting at: $450+
Strategic
Smart filing plus clear planning for next year.
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Everything in Essential
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Year-round tax advice
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Tax impact estimates for minor financial events
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Detailed report of current year taxes and planning ideas
Starting at: $700+
Premier
Year-round access and guidance, so you're never surprised at tax time.
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Everything in Strategic
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Annual tax forecasting/planning meeting
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Mid-year tax review meeting
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Video of current year tax overview and planning ideas
Starting at: $1,200+
Ready for clarity and confidence?
Let's get started.