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Packages
Simple packages, tailored to your needs. We’ll confirm scope and pricing before we begin.
Packages
Transparent pricing, with clear scope.
Flat-fee packages for common needs. We’ll confirm scope and next steps before we begin.
Individual
For employees, freelancers, and investors.
$399
- Document checklist and intake review
- Deductions and credits review
- Preparation and filing support
- Clear summary of key results
Business
For small businesses and corporate filings.
$899
- Returns and extensions
- Supporting documentation checklist
- Compliance and planning guidance
- Year-round availability for questions
Bookkeeping
For ongoing bookkeeping and reporting.
$599 / month
- Monthly reconciliations
- Clean categorization
- P&L and balance sheet reporting
- Year-end package for tax time
Not sure which package fits? Tell us your situation and we’ll recommend the best option.
Ready to file with confidence?
Book a consultation with a tax preparer.
We’ll reply with next steps and a checklist tailored to your situation—individual taxes, business compliance, or bookkeeping.
Secure, confidential, and responsive.