Individual tax
Your return, done right.
Every credit found.
Federal and state returns prepared and reviewed by a CPA, with IRS notice help included all year.
What’s included
Everything handled, start to finish.
Federal & state returns
Every form you need, prepared and e-filed, including multi-state returns.
Credits & deductions
We review your whole year so nothing is left on the table.
IRS & state notices
Got a letter? Forward it. We read it, explain it and respond.
Amended returns
Missed something in a past year? We fix it and claim your refund.
Life changes
New baby, home, marriage or move. We plan around it.
Year-round access
Questions in July get answered too, not just in April.
How it works
Three steps. No stress.
01
Book a free call
Tell us what you need. We quote a flat monthly price.
02
Upload securely
Drop documents in your portal from your phone or laptop.
03
We handle the rest
Your CPA prepares, reviews and files. You approve and relax.
Included in Essentials · $49/mo
Federal + one state return, IRS notice help and the secure portal.
See all pricing
FAQ
Common questions
When should I send my documents?
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As soon as your W-2s and 1099s arrive, usually early February. We start the day they land in your portal.
Can you file an extension?
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Yes. We file extensions at no extra charge and still aim to finish before the extended deadline.
Do you handle crypto or rental income?
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Yes. Both are common for our clients and fully covered.
Tax season is closer than you think.
Book a free 15-minute call. We’ll tell you exactly what you need and what it costs, before you commit.