
Individual Tax Services
Helping individuals navigate their taxes with confidence and clarity.
Individual Tax Prep Services
We make tax season simple and stress-free. Our team ensures your return is accurate, compliant, and filed on time.
Core 1040
Pricing available upon request
Limited complexity returns
Basic support
Fixed price for qualifying returns
Standard 1040
Pricing available upon request
Standard to high complexity
Priority support
Annual withholdings check
Tax Planning Services
Please note: since all tax situations are highly personalized, the prices below are the starting points for these offerings.
Current-Year Tax Planning
Pricing available upon request
For the clients who are seeking to optimize their tax situation for the current tax year. We’ll review your current year income, deductions, credits, and elections, all in coordination with your upcoming return.
- Basic 1040 planning
- 1-year time horizon
- Federal and 1 State
Multi-Year Retirement & Tax Strategy
Pricing available upon request
For the clients making long‑term decisions around retirement, Roth conversions, investments, charitable giving strategy, or major life changes.
- Multi-Year Scenarios
- Roth optimization
- Updates for tax law changes
- Best for high-income families and upcoming retirement
Comprehensive Tax Planning (Current and Multi-Year)
Pricing available upon request
Best for the client who wants both a long-term tax strategy and current-year optimization aligned together.
- Full Multi‑Year & Retirement Tax Strategy (Tier 2)
- Current‑Year Tax Optimization informed by the strategy (Tier 1)
- Two structured meetings: Long‑term strategy & projections and current year optimization
- Combined written deliverable: Strategy Summary
- Current‑Year Action Plan

