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Individual Taxation

Standard

For individuals filing 1040EZ or basic 1040 with standard deduction, with social security, 401K distributions or W2 income only

$150 - $225 / filing

What's Included:

  • Federal, State, and Local returns

  • Confidence that a CPA looked over your return

  • E-filing capabilities for faster refund

  • Secure portal access for document sharing

  • Quick tax analysis for the following tax year

Medium

For individuals with a bit more complex situations than the simple package, such as capital gain income, crypto trading, and itemized deductions. 

$225 - $350 / filing

What's Included:

  • Federal, State, and Local returns

  • Confidence that a CPA looked over your return

  • E-filing capabilities for faster refund

  • Secure portal access for document sharing

  • Detailed analysis for the following tax year

Enhanced

For individuals with schedule C, E or F income. Fees vary based on complexity.  

$350 - $500 / filing

What's Included:

  • Federal, State, and Local returns

  • Confidence that a CPA looked over your return

  • E-filing capabilities for faster refund

  • Secure portal access for document sharing

  • Detailed analysis for the following tax year

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