Pricing

Simple, Transparent Pricing

We believe in clear, upfront pricing with no surprise fees. Choose the tier that best matches your financial situation.

Basic Package: Starting at $349

Perfect for standard employees and families. This tier covers your standard everyday income, basic savings interest, and family-related tax credits to ensure you get the maximum return for your household.

What's Included:

Standard W-2 Income
Interest and Ordinary Dividends (Schedule B)
Child and Dependent Care Expenses (Form 2441)
Child Tax Credits (Form 8812)

Advanced Package: Starting at $399

Designed for individuals with investments, homeownership deductions, or specific retirement account activities. This includes everything in the Basic package, plus one of the following advanced tax situations:

Advanced tax situations:

Itemized Deductions (Schedule A)
Capital Gains & Stock Sales (Schedule D) & Net Investment Income Tax (Form 8960)
Qualified Business Income Deduction / REIT (Form 8995)
IRA Distributions & Contributions (Schedule 5329 & Form 8606)

Combination Return: Starting at $499

Comprehensive coverage for complex personal finances. If your tax situation involves multiple advanced elements from the list above—for example, you sold stock and you want to itemize your deductions—this package ensures every detail is handled accurately and optimized for your benefit.

What's Included:

Everything in the Basic package
Two or more of the Advanced tax situations listed above.

Self-Employed & Freelancer Return: Starting at $599

Built for freelancers, independent contractors, gig workers, and small business owners (Sole Proprietors). We handle the complexities of your business income, write-offs, and expenses so you can focus on what you do best: running your business.

What's Included:

Everything in the Basic package
Profit and Loss from Business (Schedule C)
Full optimization of your business deductions and expenses

Hourly CPA Consultation

For tax planning, tax strategy, and other advisory matters that fall outside a fixed fee engagement, consultation is available at $300 per hour.

Hourly engagements are best suited for clients who need focused CPA guidance on a specific issue, decision, or planning opportunity.

Before work begins, we will confirm the scope of the engagement and determine whether hourly pricing or a fixed fee arrangement is the better fit.

Tax preparation fees are quoted separately based on the complexity of the return.

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