Ready To Get Caught Up On Your Tax Returns?

If we've had a consultation, choose the Tax Package that best fits your Tax situation. If you select the incorrect Tax Package, we will make the necessary changes once you're in our client portal. We look forward to assisting you.

From June to January, our Tax Filing Schedule follows this calendar when we are not filing Tax Returns from February to April. If you have an urgent filing need outside of this schedule for an additional $250.

$250

Urgent Tax Prep Services

If you require urgent tax filing services, we offer a solution where you can receive comprehensive assistance within 7 business days, once all of your tax information is submitted. Don’t miss this limited-time opportunity to expedite your Tax Prep Services. Please note this is an add on service to the Primary Tax Service That You Need.

$700

2021 Tax Return (Gold Package)

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) Free Tax Consult Included (redeem by 12/18/2025)

2022 Tax Year

$350

2022 Basic Tax Services

All Filing Statuses No Dependents W-2, 1099-R, and/or SSA-1099 Investment is $350 (excluding add-ons) *NOT FOR BUSINESS OWNERS/INDEPENDENT CONTRACTORS*

$550 or 2 monthly payments of $300

2022 Tax Return (Silver Package)

All Filing Statuses Dependents Included Schedule A (Itemized Deductions) Schedule B (Interest/Dividend Income) Schedule D (Stocks/Sale of Property; up to 25 Stocks included) Investment starts at $550 (excluding add-ons) *NOT FOR BUSINESS OWNERS/INDEPENDENT CONTRACTORS* Payment plan available. Two payments of $300. Pay $300 today and $300 is autodrafted in 30 days.

$700

2022 Tax Return (Gold Package)

(Most Popular Package) 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) Tax Consult Included Add-ons can be added in the portal.

$1,000 or 2 monthly payments of $525

2022 Tax Return Amendment (Gold Tax Package)

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) Payment Plan Option: The remaining balance is auto debited in 30 days. Tax Return won't be filed until paid in full. Add-ons can be added in the portal.

$900

2022 Tax Return (Platinum Package)

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 Income/Loss from S-Corp or Partnership-Sch K-1) Investment starts at $900 (excluding add-ons)

$1,200

2022 Partnership Tax Services

Here’s what’s included: Access to Client Portal To Upload Documents and Sign Consent Forms *Partnership Tax Preparation (includes 2 Partners) Zoom Appt to Review Return Line by Line *Each additional partner is an add-on fee of $50 per partner.

2023 Tax Year

$700

2023 Tax Return (Gold Tax Package)

(Most Popular Package) 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) Tax Consult Included Add-ons can be added in the portal.

$350

2023 Basic Tax Services

All Filing Statuses No Dependents W-2, 1099-R, and/or SSA-1099 Investment is $350 (excluding add-ons) *NOT FOR BUSINESS OWNERS/INDEPENDENT CONTRACTORS*

$550 or 2 monthly payments of $300

2023 Tax Return (Silver Package)

All Filing Statuses Dependents Included Schedule A (Itemized Deductions) Schedule B (Interest/Dividend Income) Schedule D (Stocks/Sale of Property; up to 25 Stocks included) Investment starts at $550 (excluding add-ons) *NOT FOR BUSINESS OWNERS/INDEPENDENT CONTRACTORS* Payment plan available. Two payments of $300. Pay $300 today and $300 is autodrafted in 30 days.

$900

2023 Tax Return (Platinum Package)

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 Income/Loss from S-Corp or Partnership-Sch K-1) Investment starts at $900 (excluding add-ons)

2024 Tax Year

$350

2024 Basic Tax Services

All Filing Statuses No Dependents W-2, 1099-R, and/or SSA-1099 Investment is $350 (excluding add-ons) *NOT FOR BUSINESS OWNERS/INDEPENDENT CONTRACTORS*

$550

2024 Tax Return (Silver Tax Package)

All Filing Statuses Dependents Included Schedule A (Itemized Deductions) Schedule B (Interest/Dividend Income) Schedule D (Stocks/Sale of Property; up to 25 Stocks included) Investment starts at $550 (excluding add-ons) *NOT FOR BUSINESS OWNERS/INDEPENDENT CONTRACTORS* $200 Deposit credited towards the final balance of $350 and is billed in the portal.

$700

2024 Tax Return (Gold Package)

(Most Popular Package) 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) Tax Consult Included Investment starts at $700 Add-ons can be added in the portal such as audit protection or stocks greater than 25 transactions.

$900 or 2 monthly payments of $475

2024 Tax Return (Platinum Package)

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 Income/Loss from S-Corp or Partnership-Sch K-1) Tax Consult Included Investment starts at $900 (excluding add-ons)

$1,000 or 2 monthly payments of $575

2024 S-Corp Tax Services

1120S S-Corp Tax Prep only Tax Consult Included (redeem by 12/18/2025) Base Investment is $1000 Investment is $1200 if revenue is over $250K (due to additional Schedules required) Remaining balance of $200 will be billed in the portal. *Personal Tax Return is not included. Select Platinum for Personal Tax Return Services.

$500

2024 Partnership Tax Services

Here’s what’s included: Access to Client Portal To Upload Documents and Sign Consent Forms *Partnership Tax Preparation (includes 2 Partners) Zoom Appt to Review Return Line by Line Total Investment is $1200 for two Partnerships . $500 is due today and remaining $700 is billed prior to e-filing. *Each additional partner is an add-on fee of $50 per partner.

$500

2024 C-Corp Tax Services

Here’s what’s included: Access to Client Portal To Upload Documents and Sign Consent Forms C-Corp Tax Preparation (for 1 Stockholder/Owner) Zoom Appt to Review Return Line by Line Includes Free Tax Appt to Redeem by 12/18/2025 Remaining balance billed in the portal at the completion of return.

$1,000 or 2 monthly payments of $525

2024 Tax Return Amendment (Gold Tax Package)

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) Payment Plan Option: The remaining balance is auto debited in 30 days. Tax Return won't be filed until paid in full. Add-ons can be added in the portal.

$1,200 or 2 monthly payments of $625

2024 Tax Return Amendment (Platinum Tax Package)

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 E (Rental Income or Income/Loss from S-Corp or Partnership-Sch K-1) Payment Plan Option: The remaining balance is auto debited in 30 days. Tax Return won't be filed until paid in full.

From June to January, our Tax Filing Schedule follows this calendar when we are not filing Tax Returns from February to April. If you have an urgent filing need outside of this schedule for an additional $250.