Our Individual Packages

Our individual packages are intended for those who may want to go beyond mere preparation and unlock the real potential of having a proactive and insightful relationship with their CPA.

Pro

For individuals with a basic tax return who want expert-level preparation and a CPA to turn to when questions or situations arise

• Federal and State Tax Filings

• Digital Return Copy Upon Completion

• Email & Phone Support

Optional Add-Ons:

• Tax Planning

• Retirement Projections & Planning

Core

Elite

Starting at $400
(Contact Us for a Free Initial Consultation)

For individuals with a slightly more complex return - numerous investments, a basic business, a rental property, K-1s

• Federal, State, and Local Tax Filings

• In-Person or Virtual Review of Completed Tax Return

• Basic Tax Savings Recommendations

• Reminders for Quarterly Tax Estimates

• Priority, Limited Email & Phone Support

Optional Add-Ons:

• Tax Planning

• Retirement Projections & Planning

For individuals with a complex or voluminous return, or those who want regular check-ins, consultations, and planning throughout the year

• Federal, State, and Local Tax Filings

• In-Person or Virtual Review of Completed Tax Return

• Advanced Tax Savings Recommendations and Planning

• Reminders for Quarterly Tax Estimates

• Tax Planning

• Annual In-Person or Virtual Meeting

• Priority, Unlimited Email & Phone Support

Optional Add-Ons:

• Retirement Projections & Planning

Starting at $1,000
(Contact Us for a Free Initial Consultation)

Starting at $700
(Contact Us for a Free Initial Consultation)

Services are provided pursuant to a written engagement letter. Pricing is based on estimated activity levels and may be adjusted if scope or transaction volume changes. No specific tax savings or financial results are guaranteed. We rely on information provided by the client and do not audit or verify data unless separately engaged. This website does not provide legal or investment advice, and no attorney-client or CPA-client relationship is formed until an engagement is executed.