Tax Preparation Services

WE ARE STILL ACCEPTING NEW TAX CLIENTS FOR 2025! OUR LAST WEEK FILING TAX RETURNS FOR THE YEAR IS ON DECEMBER 18TH. THE IRS WILL BE CLOSING DOWN THE E-FILE SYSTEM AND WON'T OPEN BACK UP UNTIL JANUARY 2026.

Didn't file your Tax Return by April 15th? No problem. We can still assist you.

To get started, choose the Tax Package that best fits your specific tax needs and review the FAQs for additional information.

For New Clients: Schedule a client appointment first to confirm we’re a great fit for each other. (Optional, Not Required)

For Returning Clients & Those 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!

From June to January, our Tax Filing Schedule follows this calendar when we are not filing Tax Returns from February to April.

2025 Tax Prep Packages Will be on The Website starting December 19, 2025. All Pricing for 2024 will be the same for 2025 Pricing.

2024 Tax Prep Packages (2025 Tax Prep Packages will be updated on December 19th 2025)

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!

Basic Tax Services

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)

Silver Package

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!

Gold Package

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)

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

Investment is $700

(excluding add-ons)

ONLY $200 IS DUE TODAY!

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 Supplemental Income or Loss from S-Corp or Partnership-Schedule K-1)

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

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!

Additional 2024 Tax Services (2025 Tax Services will be updated December 19th 2025)

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 over $250K (due to additional Schedules required)

Partnership (Form 1065)

(Case by Case basis)

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

Investment is $1200

C-Corp Tax Services (Form 1120)

(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 12/18/2025)

Investment is $1400

Nonprofit Tax Services

501c3 or other 501c Organization Only

990-N only (if you made less than $50K)

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

Investment Typically $850 however currently $550 until September 30th!

Amend My Tax Return

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: 2022, 2023, & 2024. You can no longer amend a Tax Return from 2021 or earlier.

Need to File Back Taxes?

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.

Add-On Services

Schedule D: Stocks greater than 25 ($50)

Audit Maintenance ($99)
Audit Protection ($399)

Platinum Package: Additional Schedule C/E ($150 ea) 

Tax Consult for Basic/Silver Package ($157)

Expedited Tax Filing Services ($250)

Installment Agreement ($500)*

*Must be redeemed at time of tax filing. Normal price is $1,250

(billed in the portal)

Testimonials

What our Tax Clients are saying!

"Chassidy is a professional who’s well-informed, understanding, with a welcoming spirit. She is always willing to answer questions and provide education. I also love that a free consult is included in paid services."

(5 Star Google Review)

Horizon Lotus LLC

"Chassidy did an amazing job with my tax return, making the process as smooth and painless as dealing with taxes could possibly be. She is very knowledgeable about the process and walked me through certain aspects that I was unfamiliar with since that was my first time filing for my PLLC. She was communicative, patient, and helpful. I would absolutely work with her again for any future tax needs I might have"

(5 Star Google Review)

Kate C.

"This is my second year working with Chassidy Grady to complete my taxes and she has been super helpful every step of the way. I have also attended one of her Zoom webinars and she has excellent tips for how to make the most out of being a business owner. I highly recommend her for other therapists running practices."

(5 Star Google Review)

Manuel C.

"Chassidy is excellent at breaking down processes and answering questions in a simple, straightforward way. She helped my spouse and I file our taxes as well as assist my spouse with her business's bookkeeping and franchise tax reporting. After working with Chassidy on her business's bookkeeping, my spouse learned a lot and doesn't feel out of her depth anymore. If you're looking for a friendly, professional, and kind person to guide you through tax prep and bookkeeping, Chassidy at Grady Tax Plus LLC is wonderful. Thank you for all your help, Chassidy!"

(5 Star Google Review)

Caley B.

Need to file back taxes, Received an IRS Letter, or Need help with Tax Balance?

  • $25

1099 Filing

  • 15 left
  • 30-day access
  • Starts Jan 6, 2026

Due 1/31 One 1099 filing=$25 2-10 1099 filings=$75 11-20 1099 filings=$150 Flat fee of $500 for 21+1099s. Rush fee=$50 (automatically added starting 1/27) You pay for one now to hold your spot. You will receive an invoice in our client portal for any remaining balances based on the number of 1099 filings you need. We collect this information via our intake form which is in the portal.

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.

Featured Service

  • $100

2026 Early Access Tax Client Access! (Gold Tax Package Only)

  • Starts Jan 21, 2026
  • Includes 1 additional product

Get Early Access to being our Tax Client in 2026. You will enjoy paying $100 now and to receive $100 off later on your Tax Prep Fees! Our normal Gold Package Tax Prep Fee is $700 but with the discount it's only $600. You also get a 1:1 free business strategy session in 2026. You will receive early access to the 2026 Filing information in the portal on/around January 21st. All Sales are Final!

  • $100

2026 Early Access Tax Client Access! (Platinum Package Only)

  • Starts Jan 21, 2026

Get Early Access to being our Tax Client in 2026. You will enjoy paying $100 now and to receive $100 off later on your Tax Prep Fees! Our normal Platinum Package Tax Prep Fee is $900 but with the discount it's only $800. You will receive early access to the 2026 Filing information in the portal on/around January 21st. All Sales are Final!

Frequently Asked Questions!

I'm a Sole Proprietor, which Tax Package would I fall under?

Great Question! If you are self-employed and 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 have more than one type of business, then you will need the Platinum Package!

I have an LLC/PLLC and I'm not sure which Tax Package to choose from:

If you have an LLC/PLLC and you did not file Form 2553 to become an S-Corporation, then you will need the Gold Package to file your business tax return on a Schedule C. If you have more than one type of LLC/PLLC and/or business, then you will need the Platinum Package!

Are Consultations included in all the Tax Packages?

Yes! Every Tax Package comes with a 30-minute Consultation that can be redeemed by the end of the current tax year when purchased!

My Spouse doesn't have a business, can you still file our tax return?

Yes! All Tax Packages include the Married Filing Joint tax filing option. 

My Spouse also has a business. Can you still file our tax return?

Yes! If both you and your Spouse have businesses, you will choose either the Platinum Package or the VIP Package if an S-Corp is involved. 

What is Schedule C Bookkeeping Support?

If you don't have a profit and loss statement to include with your documentation, you may need bookkeeping in order to determine what income and expenses to include on the Tax Return. If you have an uncategorized and/or unorganized Spreadsheet, then you may need Bookkeeping Support in order to gather all information needed to prepare the Tax Return.

What are the next steps after I've decided which tax package I need?

Once you choose the Tax Package needed, you will get started by logging into the client portal. Within your client portal, you will:
  1. If you are a new client and have not had a consult, please schedule a consult first. We believe in speaking with each and every person that we serve to make sure we are the perfect fit for each other. Here's the link (calendly.com/gradytaxplus) to schedule your appt.
  2. Complete the client interview questionnaire 
  3. Sign consent forms
  4. Upload all tax documents and necessary information
  5. Pay $200 deposit to get started (credited towards final payment)
Tax Preparation begins after the 4 steps have been completed.

Do you file prior year Tax Returns?

Yes! If you have not filed prior year Tax Returns, we will complete the unfiled years first prior to completing the current year's tax return. Schedule a consultation to discuss further. Link: calendly.com/gradytaxplus

Are you able to amend Tax Returns?

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 + a minimum of $100 admin fee up to the original return cost. Link: calendly.com/gradytaxplus

Ready to get Started?

If you are a new client, when you're ready to get started, please schedule a client appt. first to confirm we are a great fit for each other.