01
Individual Tax Preparation
Federal and applicable state individual tax return preparation based on the information and documentation provided for the engagement.
Tax Services
Clear, structured tax support for individuals and businesses.
Tax preparation and planning support built around complete information, defined scope, careful review, and clear client communication.
Human-reviewedCompliance-focusedStructured workflows
Tax Support
Preparation built around complete information and careful review.
Tax work depends on accurate information, complete documentation, clearly defined responsibilities, and timely communication. Our process is structured around those fundamentals.
The filing requirements, deliverables, responsibilities, and pricing are confirmed according to the circumstances and scope of each engagement.
Before Preparation
Clear information comes first.
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Required tax information and documentation are collected for the engagement.
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Submitted information is reviewed for completeness.
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Missing, conflicting, or unclear items are identified for resolution.
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The applicable engagement scope is confirmed before completion.
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Client review and authorization are obtained where required.
Tax Services
Tax support based on the needs of the engagement.
Depending on the client and confirmed scope, tax engagements can include preparation, filing coordination, planning, and documentation support.
02
Business Tax Preparation
Tax return preparation support for applicable business entities, with scope confirmed according to the entity and filing requirements.
03
Non-Resident Tax Support
Engagement-specific tax preparation support for applicable non-resident filing situations after the requirements are reviewed.
04
Federal & State Coordination
Coordination of applicable federal and state filing requirements within the confirmed scope of the tax engagement.
05
Tax Planning
Planning discussions designed to help clients understand relevant tax considerations and prepare for upcoming obligations.
06
Deadline & Documentation Support
Structured coordination around required information, documentation, filing timelines, and unresolved items.
Tax Workflow
A structured path from documents to authorized filing.
The workflow is designed to identify incomplete information, support review, and confirm applicable authorization before filing.
Collect
Gather the organizer, tax documents, records, and other information required for the engagement.
Check
Review submitted information for completeness and identify missing or conflicting items.
Prepare
Prepare the applicable return and supporting workpapers within the agreed engagement scope.
Review
Move the prepared work through a review process and resolve identified issues before completion.
Approve
Provide the client with the required information for review and obtain applicable approval or authorization.
File
Complete authorized filing steps when filing is included within the engagement scope.
Defined Scope
The applicable tax work and responsibilities are established for the engagement before completion.
Review Before Completion
Prepared work moves through a review process and identified issues are addressed before completion.
Client Authorization
Required client approval or authorization is obtained before applicable filing steps are completed.
Tax Pricing
Clear starting points for tax engagements.
Final pricing depends on the filing situation, complexity, applicable jurisdictions, documentation, and engagement scope.
Individual Filing
Individual Tax
$199.99 Federal
Starting price for individual federal tax preparation. Applicable state returns start at $49.99.
- Federal individual tax preparation
- State filing support where applicable
- Document completeness review
- Client review and authorization workflow
Business Filing
Business Tax
$499.99 starting
Starting tax preparation support for businesses, with final pricing based on entity type and engagement complexity.
- Business return preparation
- Supporting workpaper preparation
- Review workflow
- Federal and applicable state coordination
Specialized Scope
Non-Resident Tax
Get a Quote
Engagement-specific pricing for applicable non-resident tax requirements after reviewing the filing situation.
- Requirement assessment
- Engagement-specific scope
- Document review
- Applicable filing support
Prices shown are starting prices. Individual federal tax preparation starts at $199.99 and applicable state individual returns start at $49.99. Business tax preparation starts at $499.99. Final pricing may vary based on the requirements of the engagement.
Beyond Preparation
Tax planning can begin before the filing deadline.
Planning engagements focus on relevant tax considerations, available information, assumptions, and practical actions within the agreed scope. They are designed to support informed decisions rather than promise a particular tax outcome.
✓Basic Tax Planning — $299.99 / quarter
✓Premium Tax Planning — $499.99 / quarter
✓Platinum Tax Planning — $699.99 / quarter
Start a Conversation
Tell us about your tax needs.
Share the type of filing or planning support you are looking for so the appropriate scope and next steps can be discussed.