PRICING

Personal Tax Solutions

The prices shown are estimates. We provide a formal proposal after a discovery call so we can understand your unique situation.

COMPLIANCE

Best For Individuals and families who want a clean, accurate personal return filed on time, with expert review, and clear explanations, without having to stress.

Plan Starts at:

$800

OUTCOMES

Accurate, on-time filings you don't have to worry about.
Predictable turnaround so you can plan around deadlines.
Clear explanations of your returns from experienced professionals.

SERVICES

Personal (1040) return filing.
Comprehensive review of your return information to ensure that no deductions or credits are missed.

FEATURES

1st Come, 1st Serve Preparation
14 Day Turnaround

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OPTIMIZATION

for People who want to stop getting surprised by taxes and want a proactive plan to help them save as much as possible.

Plan Starts at:

$1,700

OUTCOMES

Proactively save on taxes using all of the strategies available to you.
Avoid surprises and have clarity around your tax bill.
Faster turnaround and higher-touch support during tax season.

SERVICES

Everything in COMPLIANCE +
Annual live tax advisory meeting.
Annual tax projection adjustment before year-end.
IRS notice support (1st notice).

FEATURES

1st Come, 1st Serve Preparation
14 Day Turnaround
Dedicated Tax Manager
Loom Video Return Walkthrough
24 Hour Response Time
Access to Quarterly Office Hours

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STRATEGY

for High earners with complex situations where the goal is building lifetime wealth by keeping more of what they earn and who require greater access to their professional team.

Plan Starts at:

$4,400

OUTCOMES

Build lifetime wealth by actively managing taxes over a long-term time horizon.
Get VIP access to your dedicated CPA Partner/Tax Strategist whenever you have questions.
Meet with your team every quarter to ensure you are maximizing all of your tax savings.