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Expert Tax Prep (Basic)
200$ÂQuick & easy federal & state tax filing by an Expert. Includes up to 5 W-2s, basic 1099s, <10 stock sales, and student loans. Free audit support and annual tax help provided for peace of mind.Â- Full-Service Federal+State Tax Filing
- Up to 5 W-2s and basic 1099 forms.
- <10 stock sales and student loan deductions.
- Free audit support for returns we file.
- Year-round answers to tax questions.
- Satisfaction guaranteed.
Delivery Driver Tax Plan
200$ÂFederal & state tax filing with Schedule C for self-employed income. Includes deductions for mileage, supplies, and phone expenses. Up to 2 W-2s covered. Audit support included.Â- Full-Service Federal+State Tax Filing
- Schedule C for self-employed income.
- Deduction support for mileage, supplies, and phone expenses.
- Includes up to 2 W-2s.
- Free audit support for returns we file.
- Year-round answers to tax questions.
- Satisfaction guaranteed.
Itemized Tax Return Plan
300$ÂExpert filing for Federal & state tax returns with itemized deductions (Schedule A). Covers mortgage interest, medical expenses, charitable donations. Includes audit support and year-round tax help.Â- Full-Service Federal+State Tax Filing
- Schedule A for itemized deductions.
- Covers mortgage interest, medical expenses, and charitable d
- Audit support for returns we file.
- Year-round tax questions answered.
- Satisfaction guaranteed.
Essential Cleanup Package
850$ÂA tailored bookkeeping package designed for small businesses. Includes 10 hours of professional bookkeeping work.Â- 10 hours of professional bookkeeping work
- EA or CPA review for accuracy and compliance.
- 30-minute free consultation to assess the scope of work
- Can be used for cleanup, monthly maintenance, or other needs
- 10% off tax return preparation if filed with us.
All-in-One Annual Care
3,500$Every yearComprehensive bookkeeping, EA/CPA-reviewed accuracy, and business tax filing in one seamless package.Â- Full year of monthly bookkeeping up to 5 Accounts
- Monthly financial reports
- Year-end review by an Enrolled Agent or CPA
- Preparation and filing of a business tax return.
- 1-hour financial strategy session included.
- 10% off individual tax filing services
ProPlus Monthly
350$Every monthProfessional monthly bookkeeping with quarterly EA/CPA reviews and year-end tax filing with special discounts.Â- Ongoing monthly bookkeeping for up to 4 accounts.
- Up to 200 transactions per month included.
- Customized financial reports:
- Quarterly reviews by an Enrolled Agent or CPA
- Year-end tax preparation at a 20% discount
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