top of page
Individual Tax Preparation

With our many years of experience we have seen just about every tax situation imaginable.  We have completed thousands of individual and corporate income tax returns.  

​

We provide each client with a secure portal login to transfer documents directly to our secure server.  You can also provide the documents via email or we can schedule an appointment in the office for you to drop off the physical copies.  Our preference is the secure transfer through the portal.

​

Once you have provided all the documents it will generally take 48 hours to prepare your return.  We will provide you with a review copy in the portal.  Once you have reviewed the return and signed the necessary forms we will efile your return and transfer a final copy of your return to the portal for your records.

​

Our pricing is simple.  We start with a flat rate of $375 for entry of the return data, a review and final copy of the return as well as our own final review of the return.  Unlike other discount tax preparers we will prepare and file your Federal AND State returns.  The flat rate includes one state filing, with each additional state being an extra $50.

 

Our billing is done through Square and you can also make a payment through our website.  Payment is required before we file the return and provide a final copy. 

​

To get started go to our Payments and Forms page and complete the client information form.  We will get back to you within 24 hours.

bottom of page