🧾 Individual Tax Services

Professional tax preparation services for individuals and businesses

Get Started in 3 Easy Steps

1

Complete Your Client Intake Form
Fill out our comprehensive intake form with your personal and financial information. This helps us prepare your taxes accurately.
2

Select Your Tax Service Package
Choose the service tier that matches your tax situation (Basic W-2, Business, or Complex).
3

Optional: Book a Consultation
If you need to discuss your tax situation, you can schedule a consultation appointment (optional).

First Name *

Last Name *

Email Address *

Phone Number *

Date of Birth *

Social Security Number *

Street Address *

City *

State *

ZIP Code *

Filing Status *

Employment Status *

Do you have any business income (Schedule C)?

Do you have rental property income (Schedule E)?

Do you have investment income (stocks, dividends, crypto)?

Number of Dependents

List dependent names and ages (if applicable)

Did you make any charitable contributions?

Did you pay mortgage interest?

Did you have any major life changes this year? (marriage, divorce, birth, etc.)

Any additional information or questions for your tax preparer?

Service	Price
Basic Individual W-2 Return	starting at $450
Individual + Business or Rental	Starts at $650
Complex / Multi-Schedule Return	Starting at $850+

Service	Returning Price
Basic Individual (W-2 only)	Starting at $450
Individual + Schedule C or E	$650
Complex / Multi-Schedule Return	Starting at $850+

If you have questions or want to discuss your tax situation before proceeding, you can book a consultation appointment. This is completely optional.