Individual Tax Packages

Your Trusted CPA Firm

Since 1994

Whether your goals are to maximize your tax planning and strategy, or just to get your tax return filed without extra stress, we can help.

We’ve organized our services into three packages, so that you can pick the level of service that fits your needs best.

The pricing information below reflects our standard pricing levels. Rates for additional forms are also included in the second chart below. We’re happy to provide a custom quote upon request.

Compliance

Includes Essential Services
$ 375
00
  • Form 1040 Tax Return
  • Digital Document Storage
  • Quarterly Tax Strategy Newsletter
This package includes standard 1040 schedules, except those outlined in the chart below.

Collaboration

For Year-Round Support
$ 750
00
  • Form 1040 Tax Return
  • Tax Return Review on Video
  • Year-Round Access for Email Questions (5-7 day response)
  • IRS Notice Assistance (3 hours included)
  • Digital Document Storage
  • Quarterly Tax Strategy Newsletter
This service level provides year-round support and access. This package includes standard 1040 schedules, except those outlined in the chart below.

concierge

Focuses on Proactive Strategy
$ 1,500
00
  • Form 1040 Tax Return
  • Tax Return Review on Video
  • Year-Round Access for Questions (2-3 day response, phone or email)
  • IRS Notice Assistance (5 hours included)
  • Mid-Year Tax Projection
  • Annual Tax Strategy Meeting
  • Digital Document Storage
  • Quarterly Tax Strategy Newsletter
This level provides priority service, access, and support. This package includes standard 1040 schedules, except those outlined in the chart below.​

Pricing for Additional Schedules or Returns are outlined below:

Form/Return
Description
Compliance Package Add-On
Collaboration Package Add-On
Concierge Package Add-On
Schedule C
Profit/Loss from Business
From $150
From $250
From $500
Schedule E
Supplemental Income/Loss or Rental Property
From $150
From $250
From $500
Schedule F
Farm Income/Loss
From $150
From $250
From $500
Form 4797
Sales of Business Property
From $100
From $200
From $400
Additional State or Family Member Returns
From $175
From $350
From $500

This information reflects our standard pricing levels. We’re happy to provide a custom quote upon request.

You can Count on Us.