Personal Tax Services
We offer three unique service offerings so that you may choose the one that best meets your needs. Prices shown are the firm’s current minimum fees for each package. The cost increases based on complexity of tax return and financial situation. For an exact quote, please click the Get Started button so that we may discuss your specific situation.
Billed Monthly
Annually
Annual billing only
$595
billed annually
Tax return preparation
Government notice response
Audit support
Tax support throughout the year
1x/year tax strategy sessions
$100
billed monthly
$1,095
billed annually
Tax return preparation
Government notice response
Audit support
Email support throughout the year
1x/year tax strategy sessions
$165
billed monthly
$1,895
billed annually
Tax return preparation
Government notice response
Audit support
Phone and email support throughout the year
4x/year tax strategy sessions
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