Individual Return Preparation
For 2024, we are offering a limited number of new clients access to our tailored tax services. We prepare returns for individuals and couples in most states, including landlords, investors, and small businesses (depending on your business structure).
▶ If you own a small business with multiple owners, click here. (If you own a business individually, continue on this page.)
▶ If you invest in cryptocurrency, digital assets, NFTs, smart contracts, digital collectables, or anything similar, click here for more information.
▶ We operate primarily digitally, offering you the convenience of remote consultations and efficient electronic document exchanges. While we advocate for this digital approach, we understand it may not align with everyone's preference and we may not be the best fit for you.
Our Fees and What’s Included
Our fee structure is transparent and based on the complexity of your return. Most individual returns, federal and one state, start around $375. However, simpler cases or no required state filings might incur a lower fee, while those with business considerations, rental properties, or investment portfolios will be adjusted accordingly. For first-time clients, there might be an initial setup charge, particularly if we need to reconcile any missing details from past returns. After reviewing your previous year's return, we can provide a definitive quote for the current year.
Included in our fee is 24/7 access to your prior returns via our secure portal. Our preparation services also include our tax account monitoring at no additional charge and, if you’re required to make estimated tax payments and your income fluctuations throughout the year, we can provide dynamic quarterly projection adjustments. Additionally, we are available year-round for questions and tax planning consultations. If you’re a client, there’s no additional fee to answer simple questions. Anything required detailed work is billed at our hourly rate in quarter hour increments.
Our Process
You’ll begin the process by gathering your documents, signing our engagement letter, and completing our annual online questionnaire. We prefer that you upload your documents to your dedicated portal, as this method is both secure and environmentally conscious. However, if you prefer traditional methods, you can send your documents via mail, fax, or drop them at our mail drop. If you choose this route, we recommend sending copies. We'll digitally archive them and shred the originals, or we can return them to you for an additional fee. Our annual questionnaire ensures we address all the relevant tax laws that may apply to your return. Both the engagement letter and questionnaire are completed online to reduce paper and to adapt to your particular situation, like a choose-your-own-adventure book.
Once we have all your information, we’ll begin working on your return. If we spot any gaps or have follow-up queries, we'll ask for details by email or phone. Once the return is complete, we provide a PDF copy in your portal and will review it with you. Depending on your preparer, this could be a video run-through or a chat over phone or email.
To finalize your return, you sign the filing authorizations and pay our fee. Signing can be handled electronically through an email link we send you, or you can print the authorization forms for signing and return them to us however you prefer (portal, mail, or drop-off). Payment can be made by credit card through our website or by mailing a check. Once we have your authorizations and payment, we electronically file your returns, a method we advocate for its speed, accuracy, and security. You’ll receive an email confirmation when each return is successfully transmitted.
Ready to Get Started?
If you are considering our services, please answer a few questions below so we can match you up with a team member best suited to your tax requirements. Upon submission, you'll be able to immediately schedule a consultation call. We’re looking forward to speaking with you and assisting you with your tax needs.