Our Tax Preparation Process

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We operate on a first-in, first-out basis rather than scheduling appointments. This allows us to focus on completing returns efficiently in the order they are received. 

Select the level of service that best fits your needs.

Each plan includes different levels of support and may offer features such as:

• Audit Protection
• Tax Monitoring
• Additional guidance and communication
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Most clients fit well within our bronze plan, but if your situation has changed or you want more support, a higher-level plan may be a better fit.

Our tax preparation services start at $300 for individuals and $500 for businesses.

Final pricing depends on the complexity of your return and your selections, including:

• Number of forms and schedules
• Business income (Schedule C), rentals, or investments
• Multi-state or local filings
• Service plan selected
• Additional support or consultation

Your initial engagement is based on your prior-year return, but pricing may change if your situation or selections change.

We use TaxDome, our secure client portal, to make the process easy and convenient.

Through the portal, you can:

• Upload or scan documents
• Complete your tax organizer
• Sign engagement letters
• Review and sign your completed return

This is the fastest and preferred way to complete your taxes.

You’re welcome to bring your documents to our office.

We will:

• Scan your documents into our system
• Return your originals to you right away

Once your return is completed, you may pick it up at our office for review and signing.

We do charge a $30 printing fee, which includes:

• A printed copy of your return
• A folder to organize and keep your documents
• Preprinted envelopes and estimated payment vouchers (if applicable)

 Before we begin preparing your return, please provide:

• Driver’s license (or ID) for each taxpayer
• A copy of your prior year tax return
• A deposit (applied to your final invoice)

Your organizer is a key part of the process.

Some questions may seem optional, but they help us:

• Identify important changes
• Ensure accuracy
• Maximize your return