Tax Preparation Packages Tailored for Your Needs
Claire is a busy professional in her 20s with a single W-2 job. Although her tax situation is straightforward, she values the peace of mind that comes with having a professional handle her return. With a busy schedule, Claire wants her taxes completed quickly and easily, without the need for detailed discussions or extra steps. For clients like Claire, our Essential Tax Preparation Package is the perfect fit. With just one W-2, her tax preparation fee would be $300—offering a streamlined, reliable solution for simple returns.
Eleanor, also in her 20s with a single W-2 job, wants more than just a completed tax return—she values understanding her tax situation. Eleanor chooses to meet with a tax professional to review her return in detail, ensuring all income, deductions, and credits are included. She wants to maximize every possible tax savings opportunity, and is interested in discussing steps she can take for future tax years. Even though she doesn’t anticipate major changes, Eleanor appreciates the chance to talk through her options and plan ahead. For clients like Eleanor, our Enhanced Tax Preparation Package is the ideal choice. With just one W-2, her tax preparation fee would be $500—providing personalized guidance and a deeper look at current and future tax savings.
Jordan is a small business owner who wants more than just annual tax filings—he needs proactive, year-round support. In previous years, Jordan has found himself owing more taxes than expected and wants to get ahead by adjusting withholdings and setting up estimated tax payments. He values the opportunity to meet with a tax professional outside of tax season to discuss business expenses, deductions, and personalized strategies for minimizing his tax burden. For clients like Jordan, our Extensive Tax Preparation Package is the right fit. Whether you’re managing a business, multiple income sources, or simply want to avoid tax-time surprises, this package is designed to give you confidence and control over your taxes.
Jack is a successful business owner with multiple income streams and a growing company. To stay on top of complex tax requirements and cash flow, Jack values ongoing advice and proactive planning. He wants to meet with a tax professional quarterly to review his business performance, adjust tax strategies, and make sure he’s paying the right amount through estimated tax payments. Year-round, Jack seeks expert guidance on deductions, credits, and strategies to maximize tax efficiency as his business evolves. For business owners like Jack, our Executive Tax Preparation Package is the ultimate solution. This top-tier service includes quarterly meetings for in-depth planning, strategic advice, and regular check-ins to ensure no opportunities are missed.