Tax Filing
We do taxes a little differently! Unlike with most accounting and finance firms, you can see our schedule and book us directly online. For simple tax situations, you can book us without a call. However, for more complex tax scenarios, we recommend booking a phone, video, or in person meetup. We are here to make tax filing easy for you!
How it works
All returns include filing any form of regular income such as salaries (W-2s), government income (1099-G), nonemployee compensation (1099-NEC), retirement income (1099-R), interest and dividends (1099-INT and 1099-DIV), etc.
However, if your return has any of the items below, this adds complexity to the return. Review the list and see if any items apply to your tax situation. If they do, count them up and identify pricing based on the level of complexity required. If you have two items in the same category, that counts as two separate items. For instance, two Schedule Cs or two rental properties are two separate items.
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Self-employment income (Schedule C)
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K-1s
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Income from multiple states
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Sale of an asset (stock, cryptocurrency, home, or other)
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Itemized deductions
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Depreciation schedules
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Itemized home office expenses
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Rental property
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Royalties
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Excess IRA contributions, etc.
Level of Complexity | Complex items | Pricing |
|---|---|---|
Basic Return | Up to 2 items | $350 |
Moderately Complex | 3 - 4 items | $450 |
Very Complex | 5 - 6 items | $550 |
Highly Unique | 7+ items | Please contact us for a quote |
We have a streamlined process! After booking our services, we will send you an engagement letter for your review. Upon signing, you will receive access to our secure document portal. You can easily access it from your phone or computer.