Taxes

Who My Tax Services Are For

My tax services are a good fit if you:

• Want a CPA to prepare your return accurately and efficiently

• Prefer clear communication and realistic timelines

• Have clean or reasonably organized records

• Value compliance and peace of mind

If you're looking for aggressive loopholes or last-minute scrambling, I'm probably not the right fit-and that's okay.

Tax Services Offered

🧾 Individual Tax Returns

Starting at $450

For individuals and families with straightforward filing needs.

Includes:

• Federal and applicable state return preparation (1 state included)

• Review for accuracy and completeness

• Clear explanation of your return before filing

🏢 Business Tax Returns

Starting at $1,200 (Pricing may increase based on complexity, multiple states, or disorganized records.)

For small businesses with clean bookkeeping and organized records.

Includes:

• Preparation of business tax returns (1120, 1120S, 1065, Schedule C, Schedule E)

• Review of financials provided

• Filing and confirmation

📑 Additional Tax Services

• 1099 Preparation & Filing – starting at $250

• Sales Tax Returns – starting at $150

• Estimated Tax Assistance – available as needed

What’s Included (and What’s Not)

Included:

• Accurate tax preparation based on the information you provide

• Clear communication and expectations

• Timely filing when information is received on time

Not Included:

• Ongoing tax planning

• IRS or state representation

• Cleanup or bookkeeping work (unless separately engaged)

If you’re looking for planning or strategy, advisory services may be a better fit.

How Tax Services Fit with My Other Offerings

• DIY clients often start with tax prep and grow into better systems

• Bookkeeping clients benefit from smoother, more efficient tax seasons

• Advisory clients use tax data as part of bigger-picture planning

You don’t have to do everything at once—I’ll meet you where you are.

Ready to Get Started?

The next step is simple.

👉 Use the button below to book a 20-minute discovery call, and we’ll confirm fit, timing, and next steps.

No pressure. No shame. Just clear, professional tax support.