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Tax Preparation

Complexity-Based Tax Preparation

Tiered filing services designed to match your situation. Transparent pricing, guided document uploads, and a structured process from consultation to exit package.

Consumer Filing

Straightforward individual returns with standard deductions and limited complexity.

  • W-2 and standard income

  • Federal + single state

  • Standard deductions

  • E-file & monitoring

  • Exit package

Most Popular

Tax Strategizing

Advisory and forward-looking support with dashboard summaries and planning insights.

  • Multiple income sources

  • Multi-state filing

  • Itemized deductions

  • Optimization review

  • Dashboard summarie

  • Planning insights

Tax Management

Comprehensive ongoing support, optimization, and priority year-round assistance.​​

  • Complex business activity

  • Multi-state coordination

  • Advanced optimization

  • Priority year-round support

  • Estimated tax planning

  • Premium exit reporting

Transparent Pricing

Pricing is based on the complexity of your situation — including the number of forms, states involved, business activity, and special circumstances. There are no hidden fees, and you will always understand what influences cost before any work begins.

Process & What to Expect

1

Consultation & Service Placement

Submit an inquiry and schedule a consultation to confirm service type and complexity.

2

Onboarding & Document Collection

Your return or report is prepared, verified, and shared for review before finalization.

3

Preparation & Review

Receive onboarding instructions, document checklists, and portal access.

4

Filing & Monitoring

Electronically filed and monitored until accepted by relevant authorities.

4

Exit Package & Support

Receive structured documents, summaries, and ongoing support based on service level.

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