Personal & business tax preparation
Federal and state returns for individuals and small businesses — prepared by a firm that reconciles your numbers first, quotes a flat fee up front, and plans next year before the season closes.
50 states
Federal + state, any residency mix
Flat fees
Quoted before we start work
ITIN ready
W-7 packets prepared with you
Scope of work
W-2, 1099-NEC, gig income, rentals, credits and multi-state filings.
Schedule C, 1065, 1120-S — reconciled to your books before we file.
Quarterly estimates, entity strategy, and deduction planning year-round.
W-7 applications, document certification guidance, and IRS follow-up.
IRS and state letters answered with a documented, professional reply.
Unfiled or amended returns brought current without judgment.
Digital refund estimator
Estimated refund
$2,199
Taxable income
$53,400
Estimated tax
$6,801
Effective rate
9.4%
Simplified 2024-style federal estimate for illustration only — no state tax, credits, or phase-outs. Not tax advice; your real return may differ.
Flat-fee menu
ITIN (W-7) preparation from $150 when bundled with a return. Prices are starting points, not final quotes.
Service
Monthly recordkeeping, reconciliations and reporting from $325/mo.
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Service
Federal and state returns for clients in all 50 states, plus ITIN support.
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Training
Learn the whole system yourself — 6 modules and 40+ templates.
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