
Tax Preparation Process
100% virtual, so you never have to leave home
Upload
Submit documents and data through a secure online platform
Review
Meet for a brief video or phone call to review your tax returns and answer any questions you have
Approve
Approve and pay online
Have a more complicated tax situation we need to discuss? No problem! I am happy to meet before, during, and after your tax return is complete - whatever it takes!
Pricing Details
Tax Preparation - Personal
Tax preparation fees for individuals are calculated based on income and return complexity. Prices start at $99. Click below and answer a few questions about your specific tax situation to get a personalized estimate.
Tax Preparation - Entities
Tax preparation fees for entities (partnerships, estates/trusts, exempt organizations, or S-corps) are based on the size of the organization and the time required to complete the return. Click below and answer a few questions to get an estimate.
If you prefer to calculate prices yourself rather than walking through the price estimate tools above, all prices can be seen on this page.