Tax Preparation Packages


Individual Tax Prep Packages

(All packages include no restriction on filing status, number of dependents or states)

Review the below packages and then return to form to select the one that’s right for you!

Basic Package - $299.99

Includes:

  • Full preparation of Federal 1040 and any state return(s)

  • Unlimited form W2s/1099s, does not include investment statements or K1s

    This package is ideal for those with a simple return and only one or two sources of income, primarily through standard employment sources receiving a W2

Standard Package - $499.99

Includes:

  • Full preparation of Federal 1040 and any state return(s)

  •  Unlimited Forms (W2s, 1099s, K1s, Investment statements etc…)

  •  One free child tax return

This package is ideal for those with a large amount of yearly tax forms or income sources. Particularly those who receive virtually all their income via IRS reported forms (W2s, 1099s,K1s, Investment Statements).

Premium Package - $649.99

Includes:

  • Full preparation of Federal 1040 and any state return(s)

  • Unlimited Forms (W2s, 1099s, K1s, Investment statements etc…)

  • Full preparation of Sch-C/Sch-E/Sch-F (Sole Proprietorship, Rental, Farm or disregarded entity (passthrough LLC) including an hour of associated accounting prep

  •  Two free children tax returns

This package is ideal for those with a large amount of yearly tax forms or income sources, particularly those who work for themselves or have a side business(s) or rental(s) and would like a reliable review of their year end books and accurate preparation of the correct forms. As well as those with teens or college students with that side job who need a simple 1040-EZ return prepared.

Other Tax Prep Options Include:

 Partnership 1065 or S-Corp 1120S returns beginning at $200/hr for preparation

Note: return preparation needs, and complexity for business returns will be reviewed before a quote can be given and resources needed to prepare can be guaranteed