New Clients Welcome—
With a One-Time Onboarding to Get You Set Up Right
14-21 Day Turnaround
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Is the Onboard Fee All-Inclusive?
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Generally yes, It covers normal onboarding for most new clients who have copies of their past three (3) years' returns and any other books and records do not need "catching up."
What are my costs for the tax return work after that?
Please view our pricing page for your options.
1040 Typical Costs are $750-$1000 assuming the following:
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​No complex issues
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Income in only one state on standard forms.
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A well-organized client with all their paperwork ready and signed!
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Client is 'technology' savvy​ and doesn't need time for our staff to provide extra TLC/one on one custom services.
Why a Good Faith Deposit?
To provide quality services,
we can only take so many clients.
A Good Faith Deposit is non-refundable as consideration for us to take you as a client and begin work on your projects.
It is applied to the FINAL invoice (not the first) when,
1. Client is concluding the engagement, ex. ready to file the tax return, and
2. ​Signs a waiver stating we completed the engagement in full.