Tax Preparation Services

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.

View Our 2025 Tax Prep Packages

2025 Tax Prep Packages

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)

  • 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.

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)

  • 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.

Additional 2025 Tax Services

S-Corp Tax Services

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)

Partnership (Form 1065)

(Case by Case basis)

Tax Strategy Consult Included (redeem by 12/17/2026)

Investment is $1200 ($500 Deposit to get started)

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 12/17/2026)

Investment is $1400 ($500 Deposit to get started)

Nonprofit Tax Services

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!

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: 2023, 2024, & 2025. You can no longer amend a Tax Return from 2022 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 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)

What Our Clients Are Saying....

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

  • $25

1099 Filing

  • 8 left
  • 30-day access

Due 1/31/2026 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.

Informational Session Dates: February 4th and 18th, March 4th and 18th, and April 1st.

Post-Season Filing Schedule

Frequently Asked Questions!

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

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!

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 Strategy Sessions included in all the Tax Packages?

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.

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 select the S-Corp Option 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 and make your deposit, you will get started by logging into the client portal. Within your client portal, you will:

  1. 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.

  2. Complete the client interview questionnaire in the portal.

  3. Sign consent forms in the portal.

  4. Upload all tax documents and necessary information

  5. 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.

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 + $300 Amendment fee. Link: calendly.com/gradytaxplus

I see your website says you work with Social Workers and Therapists in Business? I'm not a Social Worker or a Therapist. Can you still help me?

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.

Ready to get Started?

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.