Personal Packages
Personal Packages
Embedded Files
Foundation
Foundation
$250
Federal & State income tax return preparation
Review of applicable credits, deductions & filing accuracy
Electronic filing of your return
Secure client portal for document upload & communication
Support
Support
$450
Federal & State Individual Tax Return (Form 1040)
IRS & State notice defense related to this filing
Annual tax guidance call (30–60 minutes)
Secure portal access with direct messaging
Guardian
Guardian
$750
Individual Tax Return (1040 + Schedule C if applicable)
IRS & State notice defense related to this filing
Quarterly tax guidance calls (30 minutes each)
Proactive filing review & year-round portal access
Business Packages
Business Packages
Business Foundation
Business Foundation
$1,000
Business Tax Return (Form 1065 or 1120S)
Owner's Individual Tax Return (Form 1040)
High-level review of business income & expense categorization
Secure client portal for document exchange & filing
Business Support
Business Support
$1,250
Business Tax Return (Form 1065 or 1120S)
Owner's Individual Tax Return (Form 1040)
IRS & State notice defense for filed returns
Annual tax guidance/planning call (30-60 minutes)
Business Guardian
Business Guardian
$2,400
Business Tax Return (Form 1065 or 1120S)
Owner's Individual Tax Return (Form 1040)
Annual Profit & Loss creation (bank statement based)
Quarterly tax guidance/planning calls (30 minutes)
Business Formation Packages
Business Formation Packages
Business Formation Consult
Business Formation Consult
$100
30-minute tax consultation for new business owners
Entity selection guidance (LLC, S-Corp, Sole Proprietor)
Overview of tax treatment, compliance & expectations
Advice only - no filings, registrations or setup included
Business Structure & Setup
Business Structure & Setup
$500
Entity formation based on selected tax structure
EIN registration with the IRS
Federal & State tax setup guidance (as applicable)
Post-setup summary with compliance next steps
Know which package?
Know which package?
Complete this form and I’ll follow up with an invoice for the initial engagement deposit so we can move forward.
Prefer a guided start?
Prefer a guided start?
Schedule a short video call to walk through your situation, answer questions & determine the best option. The $50 fee is credited towards your final service if you move forward.
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