Tax Preparation
We handle your federal and state tax returns so you don’t have to stress about deadlines, missed deductions, or filing errors.
What Is Tax Preparation?
Tax preparation is the process of preparing and filing your federal and state tax returns. We gather your tax documents (W-2s, 1099s, receipts, etc.), complete your return accurately, and electronically file it with the IRS and your state tax agency.
This service is for individuals and families who have straightforward tax situations and need someone to handle the filing process correctly and on time.
What's Included
Strategic wealth planning with proactive tax optimization
Federal and state tax return preparation
We prepare your returns accurately based on your documents and situation
Prior year return review
We review last year's return to catch any missed opportunities or errors
Electronic filing
We file electronically for the fastest processing and refunds
Year-round support
If you have questions after filing or need to amend your return, we're here to help
Tax filing starts at $1,000 and is priced based on complexity.
Core
Tax Preparation (Core)-
US Tax Return Preparation (Personal)
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Digital Document Storage & Delivery
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Tax Return Turnaround Time: FIFO
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Extension: Firm's Discretion
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Estimated Payments: Safe Harbor
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Quarterly Tax Savings Newsletter
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IRS/State Notice - Self Services
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Quick Question Support
Plus
Tax Preparation (Plus)-
US Tax Return Preparation (Personal)
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Digital Document Storage & Delivery
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Tax Return Turnaround Time: FIFO
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Extension: Firm's Discretion
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Estimated Payments: Safe Harbor
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Quarterly Tax Savings Newsletter
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IRS/State Notice - Self Services
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Quick Question Support
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Annual Tax Coaching Session
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Quarterly Tax Payment Reminders
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Tax Return Review Meeting: Video Review
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IRS Account Monitoring
Premium
Tax Preparation (Premium)-
US Tax Return Preparation (Personal)
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Digital Document Storage & Delivery
-
Tax Return Turnaround Time: FIFO
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Extension: Firm's Discretion
-
Estimated Payments: Safe Harbor
-
Quarterly Tax Savings Newsletter
-
IRS/State Notice - Self Services
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Quick Question Support
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Tax Coaching + Light Scenario Modeling
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Quarterly Tax Payment Reminders
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Tax Return Review Meeting (Virtual)
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IRS Account Monitoring
Who Is This For?
Tax preparation is best for:
W-2 employees with straightforward tax situations
Individuals or families who don't have business income or rental properties
Clients who need reliable, accurate filing but don't require proactive tax planning strategies
If you’re a business owner, real estate investor, or paying $50K+ in taxes annually, you might benefit more from our Tax Planning service, which focuses on reducing your tax bill proactively.
Ready to get started?
Let’s talk about your tax situation and make sure this service is the right fit for you.