How it Works

We keep it simple so you can stay focused on life, not paperwork.

Start Your Return

  • Choose your service and answer a few questions so we understand your situation.

  • Upload W-2s, 1099s, IDs, and other documents through our encrypted form.

  • We complete your return using professional tax software and flag savings opportunities.

  • Join us for a quick virtual meeting to walk through your return. We will explain the numbers in plain language and help you come up with the proper tax plan according to your goals for next year.

  • You review your draft, sign electronically, and receive your filed return and PDF copy.

Our Services

  • Best for: Employees, families, simple returns

    Includes:

    • Federal & one state return

    • W-2 income

    • Basic credits & deductions (standard or itemized)

    • E-file + digital copy

    Starting at: $150

  • Best for: Uber/Lyft, DoorDash, freelancers, service providers

    Includes all of the above, plus:

    • Schedule C income reporting

    • Expense categorization guidance

    • Basic bookkeeping checkup

    Starting at: $200

  • Best for: LLCs, small businesses, corporations, nonprofits, etc

    Includes:

    • Business income & expense review

    • Depreciation & asset tracking (as applicable)

    • Coordination with your existing bookkeeping system

    Starting at: $300

    • Year-Round Tax Support & Check-Ins

    • Amended Return

    • Bookkeeping Cleanup

    • Tax Strategy Session

    • Financial Coaching

    • Business Funding

    • Business Formation

    • Business or Personal Credit Counseling

    Not sure which package fits?
    Book a Quick Tax Call and we’ll help you choose.

Book
Flowchart illustrating the process of business plan development with steps: Hold Initial Meeting, Create Plan, Execution, Review & Communicate, depicted as a winding road.