Welcome to Grady Tax Plus. We can't wait to serve you for this 2026 Tax Filing Season.
The IRS is officially open and we are actively preparing Tax Returns for 2025 Tax Year and Years prior.
To get started, choose the Tax Package that best fits your specific tax needs and review the FAQs for additional information.
For New Clients: Join an Information Session to learn about our Tax Services and get your inquiry related questions answered (Optional, Not Required)
For Returning Clients & New Clients Ready To Start Now: Select your tax package below to begin.
You will receive access to the client portal where you will fill out the intake form, upload your tax documents and communicate with us! We can't wait to serve you! Happy Tax Season!
Please note: If you know you want to work with us, it's not necessary to meet with us prior. Review our FAQs at the end of this page if you have any questions.
Silver, Gold and Platinum Packages requires a minimum $200 deposit to get started. $500 minimum deposit for our S-Corp Tax Services. Deposits are credited towards total cost of tax preparation.
If you select the incorrect package such as choosing a basic package when you have a business, we will make the necessary changes once you have access to the portal and Intake form is completed and we notice the necessary adjustments are needed.
Review our Frequently Asked Questions below!
Not for Business Owners/Independent Contractors
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
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 is $550
(excluding add-ons)
ONLY $200 is due today!
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.
1120S S-Corp Tax Prep only
Tax Strategy Consult Included (redeem by 12/17/2026)
Base Investment is $1000
Investment is $1200 if revenue over $250K (due to additional Schedules required)
($500 Deposit to get started)
(Case by Case basis)
Tax Strategy Consult Included (redeem by 12/17/2026)
Investment is $1200 ($500 Deposit to get started)
(Case by Case basis)
This includes Professional Corporations Taxed as a C-Corp (check your EIN letter to see if it has Form 1120 on it. If so, you are a C-Corp)
Tax Consult Included (redeem by 12/17/2026)
Investment is $1400 ($500 Deposit to get started)
501c3 or other 501c Organization Only
990-N only (if you made less than $50K)
Tax Strategy Consult Included (redeem by 12/17/2026)
Investment Typically $850 however currently $550 until September 30th!
If you or someone else made a mistake or you need to make changes to your Tax Return(s), please schedule a consult to confirm if we will be able to amend your Tax Return. The IRS only allows amendments for the following Tax Years: 2023, 2024, & 2025. You can no longer amend a Tax Return from 2022 or earlier.
If you need to file tax returns from prior years (2023 or earlier), please schedule a consult so we can assess which Tax Returns need to be filed or file now if you know which years need to be filed.
Schedule D: Stocks greater than 25 ($50)
Audit Support Plan ($127)
Platinum Package: Additional Schedule C/E ($150 ea)
Tax Consult for Basic/Silver Package ($157)
Expedited Tax Filing Services ($250)
Installment Agreement ($750)*
*Must be redeemed at time of tax filing. Normal price is $1,250
(billed in the portal)
Informational Session Dates: February 4th and 18th, March 4th and 18th, and April 1st.
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.
If you are a new client, when you're ready to get started, please join our Informational Session to confirm we are a great fit for each other. If you know we're a good fit, then choose your Tax Package to get started.
Info Sessions are optional.