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Tax Services

Tier 1 Tax Return

This tier is ideal for individuals with straightforward financial situations.

Situations like:

  • Single income source, such as a W-2.

  • Standard deduction claimed without itemization.

  • Few or no credits or deductions, such as Earned Income Tax Credit (EITC) or student loan interest deductions.

  • Simple filing status: single, married filing jointly, or head of household.

est $150.00

Personal

  • Preparation and filing of federal and state returns

  • Maximize deductions and credits

  • Guidance on tax laws and changes

  • Support for various income sources (e.g., employment, investments, rental income)

starting $150

Small Business

  • Federal and state filing for sole proprietors and LLCs

  • Deduction optimization, including home office, mileage, and equipment expenses

  • Accurate bookkeeping and expense tracking

  • Year-round tax planning and support

starting $450

Partnerships & Corporations

  • Filing for partnerships, S-Corps, and C-Corps

  • Allocation of income, deductions, and credits among partners/shareholders

  • Compliance with federal and state regulations

  • Tax planning strategies for growth and profitability

starting $1,500

Not Sure? contact Us Below

Answer the questions below to help indicate what Tax Tier your fall under!

What is Your Filing Status?
Primary Source of Income
Secondary Source of Income
Types of Investments
Frequency of Investments
Business Ownership
Number of Dependents
Method of Deduction

Your Result is:  

**Subject to change pending further review or analysis of your details**

Services We Provide

Tier 1
Tax Return

Ideal for individuals with straightforward income sources, such as a single W-2 job. This tier includes standard deductions and minimal credits without itemization.

Tier 2 Tax Return

Designed for individuals with multiple income sources (e.g., W-2s, 1099s) or those eligible for basic deductions and credits, such as education credits or child tax credits. This level may include handling HSAs or dependents.

Tier 3 Tax Return

Suitable for small business owners, freelancers, or investors with more complex deductions, itemized expenses, rental property income, or capital gains/losses. This tier involves more detailed record-keeping and tax optimization strategies.

Tier 2 Tax Return

This tier is for individuals with slightly more complex financial needs.

Situations like:

  • Multiple income sources, such as multiple W-2s, 1099s, or freelance income.

  • Eligibility for various credits, such as the Child Tax Credit or education-related credits.

  • Health Savings Account (HSA) contributions or withdrawals.

  • Dependents and other basic tax complexities.

est $175.00

It's as easy as.....

Tier 3 Tax Return

Designed for individuals with significant financial activity relating to more complex situations

Situations like:

  • Income from small businesses, freelancing, or side hustles (Schedule C).

  • Rental property income or deductions (Schedule E).

  • Capital gains or losses from investments.

  • Itemized deductions, such as mortgage interest, medical expenses, and charitable donations.

est $200.00

Not sure which service you need?

Contact us now!

Contact us

Which Service?
Tax Preparation
Accounting
Bookkeeping
Payroll

Tier 4 Tax Return

This top tier is designed for high-income earners, business owners, or individuals with highly complex financial portfolios.

Situations like:

  • Multiple business entities, such as partnerships or corporations (Schedules K-1, 1120, or 1120-S).

  • Foreign income, foreign tax credits, or reporting of foreign assets (FBAR).

  • Extensive investments, including cryptocurrency or tax-advantaged accounts.

  • Sophisticated tax planning and strategies for wealth preservation.

  • Estate and gift tax considerations.

est $250.00

Personal Tax Return

  • W‑2 wage income only

  • Standard Deduction only

  • No Investment Income

  • Basic Tax Credits

  • 1040's

  • 1099-INT

starting $150

Small Business Tax Return

  • Multiple income sources

  • Itemized Deductions

  • Little Investment Income

  • Intermediate Tax Credits

  • 1040's

  • Schedule 1

  • Schedule A, B, D

starting $450

Partnerships / Corporations Tax Return

  • Self Employed

  • Small Business Owners

  • Rental Property Owners

  • Large Investment Portfolio

  • Multiple States

  • 1040's

  • Schedule C, D, E, SE

starting $1,500

Not Sure? contact Us Below

  • Federal and state filing for sole proprietors and LLCs

  • Deduction optimization, including home office, mileage, and equipment expenses

  • Accurate bookkeeping and expense tracking

  • Year-round tax planning and support

Small Business Tax Return

starting $450

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pexels-tima-miroshnichenko-6694543.jpg

  • Preparation and filing of federal and state returns

  • Maximize deductions and credits

  • Guidance on tax laws and changes

  • Support for various income sources (e.g., employment, investments, rental income)

Personal Tax Return

starting $150

  • Filing for partnerships, S-Corps, and C-Corps

  • Allocation of income, deductions, and credits among partners/shareholders

  • Compliance with federal and state regulations

  • Tax planning strategies for growth and profitability

Partnerships & Corporations

starting $1,500

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