Al la carte Tax Returns

For those not requiring a monthly tax planning service, we also offer one-off style tax returns.

If you require pure tax preparation services, we will perform them reasonably, and with high accuracy. In addition, we provide 1 hour of tax planning with your return ($250 Value). You may use this opportunity to ask us questions, or we can take the initiative to seek out tax saving strategies that can potentially bring you benefit.

Get your taxes prepared safely — your way

Whether you come in to an office to work with your tax pro, drop off your documents or choose to work with a tax pro virtually, your well-being is our top priority. By deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing, we’re doing our part to keep our communities safe.

Every All-Inclusive individual tax return we do includes the following:

Form 1040 + Home State income tax return preparation and filing

Schedule A: Itemized Deduction Form

Individual Tax Credit

IRS Transcript E-Service

Tax information completeness and accuracy cross examination (taxpayer’s record v.s. IRS’s record)

IRS letter audit (expected to happen more frequent than prior years) taxpayer representation, limited to tax returns filed by us

In person audit assistance on tax treatment explanation, limited to tax returns filed by us

One-hour complimentary CPA Tax compliance, tax planning, crypto mining record keeping consultation

Our all inclusive individual tax returns are priced as follows:

$390

Virtual Tax Prep With Electronic Documents Submission

$590

In Office Meeting With Electronic Documents Submission

$790

Physical Documents Drop Off, In Person, Or Postal Submission Service

Add-on Items:

  • Schedule A: Included
  • Schedule E: $150 (up to three properties)
  • Schedule C: $199 (per business entity)
  • Tax Credit Claim: Included
  • Tax Amendment additional hour: $120
  • Additional State: $50/state