Book Appointment
Choose Your Tax Preparation Package
Select your tax package or use Help Me Choose for a recommendation.
Smart Booking Assistant
Find the Right Tax Package
Answer the questions below. You may still choose a different package
after receiving the recommendation.
Package 1
Individual Tax Return
Best for: Individuals with straightforward tax situations who do not own a business or rental property.
Designed for most taxpayers who receive income from employers, retirement, government benefits, or other common individual income sources.
Starting at
$175.00
View what is included
- Federal Form 1040
- Unlimited W-2s
- 1099-INT and 1099-DIV
- Retirement income
- Social Security benefits
- Unemployment income
- Education credits
- Child Tax Credit
- Earned Income Credit
- Standard or Itemized Deduction
- HSA reporting
- Marketplace Insurance (Form 1095-A)
- One State Return, if applicable
Select Package 1
Package 2
Self-Employed & Small Business Tax Return
Best for: Self-employed individuals, freelancers, gig workers, independent contractors, and owners of one Schedule C business.
Includes the individual-return services plus the forms and calculations needed for self-employment income.
Starting at
$300.00
View what is included
- Everything in Package 1
- One Schedule C business
- 1099-NEC and 1099-K income
- Business income and expenses
- Mileage deduction
- Home office deduction, if applicable
- Self-employment tax calculations
- Basic depreciation
- Estimated tax recommendations
- One State Return, if applicable
Select Package 2
Package 3
Advanced Tax Return
Best for: Clients with rental property, investments, cryptocurrency, multiple businesses, or other complex tax situations.
Provides advanced reporting, additional calculations, and tax-planning recommendations for complex returns.
Starting at
$450.00
View what is included
- Everything in Package 2
- Rental property income (Schedule E)
- Stock and investment sales
- Cryptocurrency transactions
- Capital gains and losses
- Multiple businesses
- Multiple rental properties
- Complex deductions
- Tax-planning recommendations
- One State Return, if applicable
Select Package 3
Package 4
Amended & Prior-Year Tax Returns
Best for: Clients correcting a previously filed return or filing a tax return for an earlier year.
Covers amended returns, prior-year returns, corrections, and related IRS notice review. Pay With Refund is not available.
Starting at
$225.00
View what is included
- Amended Returns (Form 1040-X)
- Prior-Year Returns
- Corrections to previously filed returns
- IRS notice review related to the amended return
Select Package 4
