Our Services
Individual returns, small business filings, rental properties, and IRS resolution — priced after a scope review, so you know the cost before we start.
For individuals & families
Federal and state returns for W-2 employees, retirees and multi-income households, reviewed line by line before anything is filed.
For freelancers & small business
Comprehensive consultations, quarterly tax payment estimates from a trusted professional.
For estates & trusts
Fiduciary and estate income tax returns prepared with a careful, personal approach for families and trustees managing an inheritance or ongoing trust.
For notices & back taxes
A clear read on any IRS or state notice and a plan to resolve it, from simple letters to multi-year back-filing cases.
Fee structure
No surprise invoices. Every engagement begins with a free scope review, so you know the cost before any work is filed. All services are scoped based on the time and complexity involved.
Starting at
$200
W-2s, itemized deductions and state filing.
Starting at
$375
Self-employment or rental property income and expenses added to your personal return.
Starting at
$500
Quarterly estimates and filings.
Starting at
$500
Fiduciary income tax filings for estates and trusts.
Starting at
$125
After a free notice review
Notice response, back-filing and installment agreement requests.
Starting at
$125
Corrections and updates filed to a previously submitted return.
Payment options
We accept the following payment methods for preparation and resolution services.
Accepted in office.
Returned check fees are charged to the client.
A processing fee applies.
Fast digital payment.
Payment due at time of service
Reach out to schedule your appointment today.
By appointment only — we do not accept walk-ins.
