Essentials Package​​

Straight forward filing with full compilance review

What's Inclueded

  • Federal return
  • 1 state return
  • W-2 income
  • Standard credits (EIC, Child Tax Credit, etc.)
  • IRS-compliant filing and accuracy review
  • E-file confirmation
  • 72-hour support window

Payment Options

  • Pay in full
  • Refund Transfer (fee applies)

Starting at:

$250

Family & Household Package

Straight forward filing with full compilance review

What's Inclueded

  • Everything in the Essentials Package
  • Multiple W-2s
  • Head of Household support
  • Childcare & education deductions
  • Itemized deductions (Schedule A)
  • Multiple state returns if needed
  • Up to 2 dependents included

Payment Options

  • Pay in full
  • Refund Transfer
  • 50% deposit + remaining balance before e-file
  • Returning Client Discount: $50 off

Starting at:

$300

Small Business Starter Package

Straight forward filing with full compilance review

What's Inclueded

  • Federal & state return
  • Schedule C (self-employment)
  • Income & expense review
  • Basic bookkeeping clean-up (1 hour)
  • Quarterly estimated tax guidance
  • Business deduction strategy (IRS-compliant)
  • End-of-year tax documents checklist

Payment Options

  • Pay in full
  • 50% deposit + remainder before filing
  • No Refund Transfer (IRS rules for business returns)
  • Returning Client Discount: $50 off

Starting at:

$400

IRS Tax Issues & Audit Assistance Package

Straight forward filing with full compilance review

What's Inclueded

  • Everything in the Small Business Starter Package
  • IRS letters review
  • Response guidance & documentation support
  • Amended return review
  • Missing income/undocumented income assistance
  • Personalized tax plan for next season
  • 30-day priority support

Payment Options

  • Pay in full
  • 50% deposit + short-term payment plan
  • No Refund Transfer
  • Returning Client Discount: $50 off

Starting at:

$550