Tax preparation that feels clear and calm
Expert tax preparation for individuals and small businesses. Specialists in rental properties, self-employment, S-Corps, and gig income. Virtual, US-based, judgment-free.
What's Included
Tax prep built around your situation
We prepare returns for individuals and small businesses with more than just a simple W-2, though we are happy to help with those too.
Individual Tax Returns
For taxpayers with complex or non-traditional income and filing needs.
Starting at $350Small Business Returns
Sole proprietors, single-member LLCs, and S-Corps. Cleaner with bookkeeping, not required.
S-Corps from $750Income types we know well
Our experience covers the situations that most firms fumble. If your taxes feel complicated, you are in the right place.
Our tax preparation process
Straightforward from start to finish. No unnecessary back-and-forth.
Introductory Meeting
A brief call to discuss your situation, evaluate the return needed, and determine scope.
Engagement & Fee Estimate
You receive an engagement letter and a clear fee estimate based on what was discussed.
Document Upload
Securely upload documents through our client portal. We flag anything missing.
Review & Preparation
Your return is prepared carefully using the information provided.
Final Review & Filing
You review and electronically sign your return before it is filed.
What to expect to pay
Fees vary based on the complexity of your return. A clear estimate is always provided before any work begins.
| Return Type | Starting At |
|---|---|
| Individual - Federal + Home State | from $350 |
| Additional State Return | $50 each |
| Federal + 1 Sole Proprietor / Schedule C | from $550 |
| Federal + 1 Rental Property | from $550 |
| Each Additional Rental Property | $100 each |
| S-Corporation Return | from $750 |
Pricing starts at the amounts shown and is based on complexity and documentation provided.
What is in - and what is not
Keeping scope clear means no confusion and no unexpected charges. Additional services are always available under a separate engagement.
Tax Prep Includes
- Preparation of federal and applicable state returns
- Review of income, deductions, and credits
- Secure electronic filing and document delivery
Not Included
- Bookkeeping or expense organization
- Record reconstruction or clean-up
- Payroll processing or payroll tax filings
- Sales tax filings or amendments
- IRS audit representation
Any of the above can be arranged under a separate engagement.
A Few Honest Things to Know
We want to be upfront so expectations are aligned from the start. In some situations, we may not be the right fit or we may need to adjust our approach.
Many of these situations can still be addressed through extensions, phased clean-up, or a separate engagement. We are happy to talk it through during a free introductory call.
Why clients choose us
CPA & Enrolled Agent-led
Professional credentials that mean your return is in experienced, qualified hands.
100% US-Based & Virtual
Your data stays in the US. Work with us from anywhere - no office visits needed.
Clear Communication
No jargon. We explain what is happening and why, in language that makes sense.
Detail-Focused, No Judgment
Rentals, gig income, messy records - we have seen it all. We are here to help.
Ready to simplify your taxes?
Start with a free 15-minute introductory meeting. No obligation - just a chance to see if we are the right fit.