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tax preparation

TAX PREPARATION

Individual

Individuals can have varying needs in regards to filing their tax return. With online and in-office appointments available, we make it easy to file your return. We have the expertise to find any possible deductions and maximize any potential refund.   

W2s

Standard or Itemized Deduction

Dividends

Interest

Capital Gains (up to 30 transactions)

1099s (up to $20,000)

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$295

+ $100 per state return

Essential

W2s

Standard or Itemized Deduction

Dividends

Interest

Capital Gains (up to 100 transactions)

1099s (unlimited)

Schedule C, E, or F

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$495

+ $100 per state return

Plus

W2s

Standard or Itemized Deduction

Dividends

Interest

Capital Gains

1099s

 Unlimited Schedule C, E, or F

Unlimited Remaining Schedules

$795

+ $100 per state return

Comprehensive
Business

Businesses that are registered as either a C Corporation, S Corporation, Partnership, or Cooperative must file an annual income tax return. Every business is unique and we can help ensure that your business is in compliance with all applicable tax laws and regulations. 

$1195 per return
Estates and Trusts

Estates and trusts can be very complex. Navigating the tax reporting obligations can be tedious. We work with your attorney or trustee to ensure that your estate tax return (Form 706) or the income tax return for estates and trusts (Form 1041) is prepared accurately and timely.

$995 per return
Nonprofits

Nonprofits that have tax-exempt status with the IRS are exempt from most federal income taxes. However, they do have an obligation to file an annual Form 990 informational return. We can help fulfill this obligation.

$795 per return

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

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