Taxes don’t have to be stressful—let us handle the details so you can focus on what matters most.
Individual Tax Pricing
1. Simple & Smooth
$350
- ✔ Form 1040 with standard deduction
- ✔ One state return
- ✔ Student loan interest or basic tax credits (e.g., Child Tax Credit)
- ✔ E-file and direct deposit
- Best for: Employees with no side income or investments.
Smart & Strategic
$600
- ✔ Everything in Simple & Smooth, plus:
- ✔ Schedule C (self-employment income) or Schedule E (one rental property)
- ✔ Retirement contributions & HSA deductions
- Best for: Gig workers, side hustlers, rental owners
Global & Growing
$800
- ✔ Everything in Smart & Strategic, plus:
- ✔ Foreign tax credit (Form 1116)
- ✔ Foreign Earned Income Exclusion (Form 2555)
- ✔ FBAR filing (up to 5 accounts)
- Best for: Expats, remote workers abroad, dual-citizens.
Add-ons:
Schedule A (Itemized Deductions) – $150
(For mortgage interest, medical expenses, charitable contributions, etc.)
Schedule D (Brokerage/Investment Income) – $100+
(Covers capital gains/losses; complex cases with many trades or wash sales may be more.)
Schedule E (Extra Rental Property) – $100 per additional property
Schedule C (Extra Self-Employment) – $150 per additional business
FBAR Filing (Extra Bank Accounts) – $150 initial; $50 per account after 5
Clean-up & Consulting fees – $150/hr
(for disorganized records or consulting)
Discounts available for new customers and charitable workers. Inquire now!