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!

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