Personal Tax Services

Feel free to contact us for questions or more details.

Fill out the questionnaire’s below and upload them to the secure portal HERE.

2023 Individual Tax Questionnaire

2023 Dependent Questionnaire

Personal Federal & State Income Tax Preparation

Basic 1040 return includes W2, retirement or social security income only
Complex 1040 Return includes W2 income, dependents, investments, education credits, etc.
Additional schedules/worksheets will be an additional charge
Pay-by-Refund is available to pay your tax invoice out of your refund for an additional charge
Extensions available for new and existing clients

AMENDED Personal Federal & State Income Tax Preparation

Amended tax returns are available for filing for any year

Hourly Services

Phone/Zoom or in-person consultations for new or existing clients
IRS Resolution & Audit Support
Federal or State Correspondence
General Research / Bookkeeping / Accounting Work

The Process

We work with clients in-office or virtual through e-mail and our secure online portal.

Click HERE to schedule an appointment.

Click HERE if you are a new client and need to upload documents.

Click HERE for access to your secure CLIENT PORTAL (existing clients)

Personal Tax Returns typically have a 1 week turnaround time.

Tax Return Billing:

The charge for preparation of your tax return will be based on the complexity of the tax return and the forms required. The price will include federal return and one state. If you would like an estimate of your specific tax preparation fees, please contact us. For new clients and other clients not billed monthly, half of your estimated fee is due up front to start your return and the other half is due before filing. Final copy and e-filing will not be provided until balance is paid. Pay-by-Refund is available for an additional charge.