Service · Individual returns
Individual tax preparation, done carefully
Your return prepared and reviewed by an Enrolled Agent — not a seasonal preparer. Clear starting prices, a secure portal, and audit protection included.
Simple, published starting prices
Your fee is based on what’s on your return. Every individual fee includes up to one state return, one local return, and audit protection from Protection Plus.
| Your situation | Starts at |
|---|---|
| IndividualW-2 wages, retirement and Social Security income, common deductions and credits. | $500 |
| InvestorStock, fund or crypto sales; equity compensation; K-1s. | $800 |
| Rental, sole proprietor or foreignRental property, Schedule C business income, or foreign income, accounts or assets. | $1,500 |
How it works
Meet
Book a short Zoom call. We learn about your situation and confirm your fee before any work begins.
Upload
Upload your documents through our secure client portal using a personalized checklist.
Review & file
We prepare your return, walk you through it, answer questions, and e-file once you approve.
Common questions
What’s included in the fee?
Preparation and e-filing of your federal return, up to one state and one local return, and audit protection from Protection Plus. Additional states are quoted up front.
How do I send you my documents?
Through our secure client portal. You’ll get an organizer and a checklist so you know exactly what to upload — no email attachments or office visits.
Can you file an extension?
Yes. An extension gives you more time to file, but not more time to pay, so we’ll help you estimate any balance due by the April deadline.
Do you prepare prior-year or amended returns?
Yes. Let us know on your introductory call and we’ll quote them separately.
Let’s make this year’s taxes the calm part.
Book a short introductory call. We’ll learn about your situation, tell you plainly how we can help, and give you a clear fee before any work begins.