Tax Help That Feels Personal
We make filing and planning your taxes easy, so you can focus on what you love.
Personalized Tax Services
Starting at $250
For individuals and families who need accurate, professional tax filing.
Includes:
Federal and state tax return preparation
Electronic filing
Secure document exchange
Electronic signatures
Review of tax documents provided
Review of prior-year return when available
Identification of common deductions and credits
Best for:
W-2 employees
Retirees
Students
Straightforward individual tax situations
Final pricing is based on the complexity of the tax return.
Starting at $350
Includes:
Federal and state tax return preparation
Electronic filing
Secure document exchange
Electronic signatures
Review of tax documents provided
Review of prior-year return when available
Identification of common deductions and credits
Best for:
Families
Homeowners
Investors
Individuals with side income
Taxpayers experiencing major life changes
Final pricing is based on the complexity of the tax return.
Starting at $99/month
For clients who want year-round tax guidance and proactive planning.
Includes:
Annual tax preparation
Quarterly tax planning check-ins
Year-round tax questions
Estimated tax payment guidance
Tax strategy recommendations
Priority scheduling
Tax document organization guidance
Best for:
Business owners
Independent contractors
Real estate investors
Higher-income earners
Clients who want ongoing support
Your Friendly Tax Partners
For years I’ve helped taxpayers navigate the tax maze with confidence and calm, helping them keep more of what they earn.
Have a Question?
Send us a note and let’s figure things out together.