Tax Packages

White glove tax preparation

Tax filing, done right

Accurate, stress-free tax preparation handled by a dedicated advisor — every filing, every year.

Tier I

Individual

$375 / year

Complete federal and state filing for individuals — accurate, on time, and fully handled.

What's included

  • Federal & state income tax filingForm 1040 and all applicable schedules
  • Deduction maximization reviewWe find every credit and deduction you're entitled to
  • Dedicated tax advisorOne point of contact through every step of filing
  • Extension filing if neededNo stress, no surprises at deadline
  • IRS correspondence supportWe handle any notices so you don't have to
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Gold tier

Tier III

S-Corporation

$1,500 / year

Full-service S-Corp tax filing with strategic planning — built for business owners who demand more.

Everything in Self-Employed, plus

  • Form 1120-S corporate returnComplete S-Corp federal and state filing, done right
  • Shareholder K-1 preparationAll K-1s prepared and distributed accurately
  • Reasonable compensation analysisOptimize owner salary to minimize payroll tax exposure
  • Personal & corporate return bundleBoth your 1040 and 1120-S filed under one roof
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All plans include white-glove onboarding  ·  Dedicated tax advisor included