Be our 2027 VIP Tax Client! This is only for the 2026 Tax Return.
Enjoy an exclusive offer to receive $200 off of your Personal Tax Preparation Services (Gold Package Only).
Get early access to the client portal so that you can begin the tax filing process before anyone else!
PLUS, receive a free one-time appt to use between June-Dec 2027 (valued at $175).
Offer expires on August 31st! All Sales are Final!
Get Early Access to being our Tax Client in 2027. 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 will receive early access to the 2026 Filing information in the portal on/around January 20th. Access to 3 Q&A Sessions in June, Sept, and Dec 2027. All Sales are Final!
Get Early Access to being our Tax Client in 2027.
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 the total investment is only $800.
You will receive early access to the 2027 Filing information in the portal on/around January 21st. All Sales are Final!
Ever asked yourself, "What documents do I need to file my taxes?" Then here's the Tax Season Document Checklist you've been waiting for. This 4-Page Document list out required documents you need to file your Tax Return no matter your tax situation. If you're unsure of what tax documents you need to file your return, then this comprehensive list is a great starting place for you.
Original due date is January 31st
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.