Tax Preparation & Planning Services

We provide individuals and organizations with tax preparation, filing, and planning services that are performed by qualified experts with clear communication.

Now Accepting New Clients

Individual Income Tax

Navigate the complexities of personal finance with precision and peace of mind. We ensure accurate filings and maximized returns, transforming tax season from a burden into an opportunity to secure your financial well-being.

Corporate & Nonprofit Tax

Empower your organization with compliant, optimized tax strategies that support your mission and bottom line. We handle the intricacies of regulatory requirements so you can focus on leading your organization toward greater impact.

Tax forms with dollars and pencil
Tax forms with dollars and pencil
person holding silver compass
person holding silver compass
Tax Planning

Proactively shape your financial future with strategic foresight and customized solutions. We move beyond yearly compliance to create long-term roadmaps that minimize liability and preserve wealth for what matters most

2026 Pricing Overview (Starting At)

Individual Returns (1040)
Includes Federal + one State return.

  • Simple Individual (W-2 / 1099-R only): $200

  • Standard Individual (dependents, credits): $350

  • Itemized / Complex: $450

Common Add-Ons

  • Schedule C (small business): $200

  • Schedule D (stocks, dividends, gains): $200

  • Schedule E (rental property): $150

  • K-1 Entry (per K-1): $50

  • Additional State Return: $75

Business Returns

Federal + one State; bookkeeping not included.

  • Partnership (1065) / S-Corporation (1120-S): $1,250+

  • C-Corporation (1120): $1,500+

  • Non-Profit (990 / 990-EZ): $1,000+

Clean financial statements are required. Cleanup or reconstruction is billed separately.

Additional Tax Services

  • Tax Consulting & Planning / IRS Representation: $300/hr

  • Accounting Cleanup & Bookkeeping: $200/hr

  • Amended or Prior-Year Returns: from $450

  • Crypto Reconciliation: $450/hr