Based on your tax package, the remaining balance will be billed in the portal once you're ready to file your taxes at a later time. If you're filing an extension, no need to choose the tax package now. This is for your reference for pricing. For example, the extension deposit would replace the deposit for the tax prep deposit and the remaining balance will be due when you're ready to file your Tax Return.
However, if you decide that you do want to file your taxes prior to the deadline, choose your tax package now to get started. We look forward to working with you.
Deposits are credited towards total cost of tax preparation.
Review our Frequently Asked Questions below!
Includes Only 1 Business (Schedule C) On The Return
(Most Popular Package)
All Filing Statuses
Dependents Included
Schedule A (Itemized Deductions)
Schedule B (Interest/Dividend Income)
Schedule C (Profit or Loss Business Return Form)
Schedule D (Stocks/Sale of Property; up to 25 Stocks included)
Bonus: Group Q&A Sessions: June 10th and December 9th at 7pm CST
Investment is $700
(excluding add-ons)
ONLY $200 is due today. Remainder is due prior to filing.
All Filing Statuses
Dependents Included
Schedule A (Itemized Deductions)
Schedule B (Interest/Dividend Income)
Schedule Cx1 (Profit or Loss Business Return Form)
Schedule D (Stocks/Sale of Property; up to 25 Stocks included)
Schedule Ex1 (Rental Income or Supplemental Income or Loss from S-Corp or Partnership-Schedule K-1)
Bonus: Group Q&A Sessions: June 10th and December 9th at 7pm CST
Alternative Options to above:
1 Sch C & 1 Sch E, or
2 Sch C's, or
2 Sch E's
an additional $150 will be added for each Schedule C or Schedule E added after the two that's included
Investment is $900
(excluding add-ons)
ONLY $200 is due today. Remainder is due prior to filing.
Great Question! If you are self-employed (even if you don't have an LLC/PLLC), you will select the Gold Package! You would need to file your Business Tax Return on a Schedule C if you are not an S-Corp or a Partnership. If you have more than one type of business, then you will need the Platinum Package!
One-on-One Strategy sessions are included for our VIP and Early Access Clients. For 2026, our strategy sessions are now in group settings and are Q&A style. We will have two sessions: June 10th and December 9th and this is available to you for no extra cost for the Gold and Platinum Tax Packages.
Yes! If both you and your Spouse have businesses, you will choose either the Platinum Package or select the S-Corp Option an S-Corp is involved.
Once you choose the Tax Package needed and make your deposit, you will get started by logging into the client portal. Within your client portal, you will:
If you are a new client and want to learn more about working with us, you can join a free informational session or schedule a one-on-one appt.
Complete the client interview questionnaire in the portal.
Sign consent forms in the portal.
Upload all tax documents and necessary information
Schedule one-on-one Zoom meeting to review your Return or review recording of return if you select that option.
Tax Preparation begins after the 4 steps have been completed.
Yes, if you need an amendment to a previously filed Tax Return, please schedule a consultation to discuss the changes needed. The cost of an amended Tax Return is based upon which Package your tax situation would fall under + $300 Amendment fee. Link: calendly.com/gradytaxplus
We primarily work with service-based business owners who are Social Workers and Therapists however you can also be a Coach, Consultant, Travel Agent, Content Creator, and similar professions.
We do not work with business owners who are primarily product-based who did not have good recording keeping and did not keep up with their inventory for the year.