Tax Preparation Services
Clear, transparent pricing for individuals and businesses. Our tax preparation services include expertly prepared federal and state returns, with a focus on precision and predictable outcomes.
Individual Tax Preparation Services
Starting at $450
What's Included:
- Standard or Itemized Deductions (Sch A)
- W-2 Wage Filing
- Interest and Dividends Reporting
- Education and Child Care Credits
- HSA & Dependent Tracking
- Home State FilingÂ
Separate flat-rate add-ons apply to specialized schedules such as business entities, rental properties, complex investment portfolios or specialized non-cash charitable tracking.
👥 Family Continuity Discount As a benefit to our premium clients, we offer a flat courtesy rate of $125 for any simple, W-2/Interest-only tax returns for your dependent children. This ensures their first steps into the tax world are handled correctly, and allows us to seamlessly coordinate their dependency status with your primary return.
Trust & Fiduciary ServicesÂ
Starting at $450
What's Included:
- Preparation and filing of the federal return and one state return.
- Reporting standard 1099-INT and 1099-DIV tax forms
- Generating and issuing up to 3 Schedule K-1s for the beneficaries
- Review of tax documents and information provided for completeness.​​
Trust tax returns require careful reporting of income, deductions, distributions, and beneficiary information. We prepare fiduciary income tax returns for trusts and help trustees navigate the filing requirements from start to finish.
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Returns involving multiple states, additional beneficiaries, complex investments, or other unusual tax situations may require an additional fee. We’ll discuss any additional work with you before proceeding.
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Corporate & Partnership Tax
Starting at $1,000
Professional tax compliance and strategic planning for modern business structures. We ensure your entity filings are precise, optimized and fully compliant with federal and state regulations.
S-Corp (Form 1120S)Â Â Â Â Â Â
C-Corp (Form 1120)Â Â
Partnerships (Form 1065)Â Â
What's Included:
- Preparation and filing of the federal return and one state return.
- Schedule L (Balance Sheet) preparation
- Schedule M-1 preparation
- Schedule M-2 preparation, when applicable
- Preparation for up to 3 beneficiary K-1's (1120S & 1065)
- Normal review/reconciliation of financial statements and tax sensitive accounts.
Tax-Ready Book Requirement: Baseline rates apply to businesses providing fully reconciled, year-end balance sheet and trial balance. For books requiring catch-up reconciliation or adjustments, a structural accounting fee will be quoted upfront.
Ready to Get Started?
Choose the type of return you'd like us to prepare