Choose the plan that’s right for you…

Compliance

Ideal for individuals seeking straightforward tax preparation with minimal interaction and no additional planning or advisory services.

Collaboration

Perfect for taxpayers, including small business owners, who need proactive communication, tax return review, and guidance throughout the year to address occasional questions or concerns.

Concierge

Designed for individuals or business owners requiring comprehensive tax planning, frequent communication, and personalized coordination with financial professionals to align tax and financial strategies.

  Compliance
$475+ 		Collaboration
$875+ 		Concierge
$3,000+
Base Service
Includes
  • Form 1040 Prep (see add-ons for business/rental income)
  • Digital Document Storage
  • Everything in Compliance plus:
  • Form 1040 Prep with Business/Rental Income
  • Tax Return Review (phone/video)
  • Year-Round “Quick Questions”
  • IRS Notice Assistance
  • Everything in Collaboration plus:
  • Mid-Year & Fall Tax Projections
  • Annual Tax Planning Meeting
  • Collaboration with Financial Pros
  • Document Pickup & Drop-Off
Additional
Details
  • Document upload via portal only
  • No extensions filed at this level
  • Portal document upload recommended
  • Choice to request an extension
  • Paper copy of return made available upon request
  • Choice to request an extension
  • Includes a paper copy of the return

Payment Options

  • Due upon execution of a signed engagement letter for all tiers listed above.

Add-Ons

  • Self-Employment / Rental Add-On ($300) (Compliance clients only)
    Covers additional work for Schedule C (self-employment) or Schedule E (rental) returns.
  • Coordinated Care ($300) (Collaboration clients only)
    Collaboration with financial professionals to align tax strategy with your broader financial goals.
  • Paper Document Pickup & Drop-Off ($100) (Collaboration clients only)
    Convenient document pickup and return after tax prep.

Important Notes About Fees

Fee Schedule:
Our fee schedule is designed to cover the needs of most taxpayers with standard or moderately complex tax situations. However, additional fees may apply if unusually complex circumstances arise, such as extensive tax research, multi-state filings, foreign asset reporting, or other intricate tax matters.

Accounting Work:
If excessive accounting work, such as extensive bookkeeping, transaction cleanup, or reconstruction of financial records, is required to complete your tax return, additional fees may apply. In such cases, I will communicate any anticipated charges before proceeding.