We offer all-inclusive packages for individual tax preparation, tax planning, and tax advisory services
Essentials For simpler situations
Pricing starts at:
Pricing starts at:
$150
per month
- Everything included in Essentials with the following changes
- Email response time of 48 hours or less
- Consultation time: 2 hours/year
- Planning for sole proprietors, pass-through entity income (up to 2), 2 rental properties (up to 2), home sales, RSU vest, and sales
Most popular
Pro For business owners or employees with stock equity compPricing starts at:
$195
per month
- Everything included in Essentials with the following changes
- Email response time of 48 hours or less
- Consultation time: 2 hours/year
- Planning for sole proprietors, pass-through entity income (up to 2), 2 rental properties (up to 2), home sales, RSU vest and sales
Gold Covers most situations
Pricing starts at:
Pricing starts at:
$295
per month
- Everything included in Essentials with the following changes
- Full tax strategy meeting
- Email response is 24 hours or less
- Consultation time: 4 hours/year
- ISO buy and hold, passive activity loss planning, real estate professionals, AMT planning, SALT parity, and business tax credits.
