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Stay connected. Keep in control. Worry less.


it's a SIMPLE PROCESS

NEW CLIENTS

Fill out a short organizer
Upload your tax documents securely
I'll schedule a follow-up
Your return gets prepared
E-sign your tax return
Do some tax planning
You're done!
EXISTING CLIENTS

Upload your tax documents securely
E-sign your tax return
Do some tax planning
You're done!




worry-free

How do you end up with worry-free taxes? The answer is tax planning. Tax planning involves looking into a person's specific situation for all of the events that could potentially impact their taxes. This helps minimize your taxes and alleviate surprises when it's time to file your return. 


pricing for individual returns

SINGLE

$99

For individual taxpayers filing on their own
MARRIED FILING SEPARATELY
$99

For married couples filing separately
MARRIED FILING JOINTLY
$125

For married couples filing jointly

 

add-ons

Add-ons are scenarios that could affect your taxes and require preparing additional forms. Itemized deductions might apply if you have a high combination of medical and dental expenses, state and local taxes withheld, mortgage interest, property taxes, and charitable contributions. 1099 income might apply if you were paid by someone or a company that did not withhold taxes from your pay. Capital gains and losses might apply if you have gains or losses on the sale or disposition of capital assets. 

ADD: ITEMIZED DEDUCTIONS

$25


For people whose itemized deductions exceed the standard deduction
ADD: 1099 or non-W-2 INCOME

$25 per person (with 1099 income)

For people who have 1099 or non-W-2 income; unlimited 1099s included
ADD: Capital Gains & Losses

$30 per 5 transactions


For people with capital gain or loss transactions


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