Pricing Packages

Essential

Tax preparation

  • Starts at $300

  • No personalized delivery meeting (tax return delivered via secure portal)

Enhanced

Tax preparation plus a 45-minute delivery meeting.

  • Form 1040

    • Starts at $500

  • Form 1065, 1120-S, 1120-C, 990, 1041

    • Starts at $1,000

Extensive

Enhanced package plus a 1-hour tax planning session outside of tax season.

  • Form 1040

    • Starts at $800

  • Form 1065, 1120-2, 1120-C

    • Starts at $1400

Executive

Enhanced package plus quarterly 1-hour tax planning sessions.

  • Form 1040

    • Starts at $1,600

  • Form 1065, 1120-2, 1120-C

    • Starts at $2,300