We offer  all-inclusive packages for individual tax preparation, tax planning, and tax advisory services

Essentials For simpler situations

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
Gold Covers most situations

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.
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