Our Tax Services
Choose the tax package that fits your needs. Whether it’s personal, business, or both, each option is designed to keep your taxes accurate, organized, and stress-free.
Foundation Filing
Starting At
250
$
For individuals or businesses with simple filings
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Federal Tax Return (Form 1040)
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One State Tax Return
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Basic Income Types
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Electronic Filing
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W-2 income reporting
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Direct Deposit of Refunds
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Basic Email Support
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Tax Document Checklist
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Direct e-file to IRS & state
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Basic 1099-INT or 1099-DIV reporting
Growth Filing
Starting At
400
$
For individuals or businesses with more complex needs
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Includes everything in Foundation, plus:
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Multiple W-2s and state returns
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Dependents and child tax credits
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Earned Income Tax Credit (EITC)
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Retirement income (1099-R, SSA-1099)
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Student loan interest deduction & education credits (Form 1098-T)
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Itemized deductions with more complexity (medical, mortgage interest, property tax, charitable donations)
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Schedule B (interest/dividends > $1,500)
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Schedule C (sole proprietorship with limited expenses)
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Schedule D (capital gains & stock sales)
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Basic tax planning recommendations for the next year
Legacy Filing
Starting At
750
$
Designed for business owners and investors, our Advanced, Premium Filing plan simplifies complex returns, ensuring accuracy and peace of mind from our expert team.
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Includes everything in Intermediate, plus:
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Full Schedule C (small business/sole proprietorship with detailed expenses)
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Rental properties (Schedule E)
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Partnership/K-1 income reporting
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Complex capital gains, stock options, and cryptocurrency transactions
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Self-employment tax & deductions (home office, vehicle, etc.)
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Multiple state tax filings (multi-state income)
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Quarterly estimated tax payment calculations
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IRS audit protection & advanced correspondence handling
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Year-round tax planning consultation
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Business entity tax strategy (LLC vs. S-Corp guidance)
More Than Just Filing Forms
DIY tax software can only take you so far—it follows a template and leaves you responsible for understanding complicated rules. A tax professional goes beyond form-filling to make sure your unique situation is handled correctly and strategically.
Maximize Your Savings
We look at your whole picture—personal, business, investments, and deductions—so you don’t leave money on the table.
Accuracy You Can Trust
Tax laws change constantly, and mistakes can cost you in penalties or lost deductions. We stay up to date so your return is filed right the first time.
Save Time & Reduce Stress
Tax preparation is time-consuming and stressful if you’re not sure what you’re doing. We take the burden off your plate.
Who We Serve
Taxes aren’t one-size-fits-all, and that’s why we tailor our services to meet the unique needs of every client we work with. Whether you’re filing as an individual, managing a business, or juggling both, we make sure your tax situation is handled with accuracy and care.
Business Owners
From LLCs and S-Corps to sole proprietors, we help you stay compliant with quarterly filings, maximize deductions, and prepare year-end returns that give you peace of mind.
Entrepreneurs & Freelancers
If you’re self-employed, you know taxes can be complicated. We’ll track your income, manage deductions, and plan ahead so you’re not caught off guard by unexpected tax bills.
eCommerce Sellers
Online businesses often face sales tax obligations across multiple states and complex reporting. We’ll simplify compliance, manage filings, and ensure your books are tax-ready.
Those With Complex Returns
Multiple income streams, investments, rental properties, or side hustles can make filing overwhelming. We’ll organize it all and help you optimize your tax position.
Non- Profits
Filing Form 990 and maintaining compliance can be tricky. We’ll guide you through every step so you can focus on your mission, not the paperwork.
Why Work With Us?
Taxes don’t have to be stressful. Our team ensures your returns are accurate, compliant, and optimized to save you money.
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Accuracy and compliance with all federal, state, and local regulations.
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Maximize deductions and minimize tax liability.
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Personalized consultation and year-round support.
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Expertise in both personal and business tax strategies.
Our Process
Step 1
Gather Documents
Collect your personal and business records, including income statements, receipts, and prior-year returns.
Step 2
Review & Plan
We analyze your information, identify deductions and credits, and recommend tax-saving strategies tailored to your situation.
Step 3
Prepare & File
We prepare accurate returns for both personal and business taxes and file them on time with federal and state agencies.