TAX PREPARATION

Accurate, on-time filing for individuals, self-employed filers 

PLANNING

Quarterly estimated tax projections

• W-2 Withholding projections

• Charitable contribution and itemized deduction strategies 

• Qualified business income (QBI) deduction planning 

• RSU, ISO, ESPP and compensation planning

• Tax deferral strategies (1031 exchange)

REPRESENTATION 

• Audit Defense & Representation: Complete guidance and advocacy when facing an IRS or FTB audit. 

• Agency Communication: Direct, effective communication with tax authorities so you never have to speak to agents directly. 

STANDARD RETURN 

Starting at

$850

For people who want their return prepared accurately by a tax professional who answers their questions.

• Types of Income: Wages, Interest, Dividends, Stock Sales, Retirement, Social Security, Unemployment, K-1

• Up to 1 hour of quick tax questions

• Tax notice support (IRS and state)

• Secure digital document storage

Additional Cost Factors: Wages with stock options, multiple brokerage accounts, or bought/sold a house, multiple K-1, multiple state

SCHEDULE C (SIDE HUSTLE) OR SCHEDULE E 

Starting at

$1,050

All Standard Return Prep features PLUS:

•  Ensuring all qualifying business expenses are deducted to minimize your tax liability

Additional Cost Factors: Planning around estimated tax payments, self-employed health insurance, retirement contributions

FULL TIME SOLE PROPRIETORSHIP 

Starting at

$1,200

• Analysis & consultation on SEP contributions or solo 401K for tax return

• Review costs on P&L to maximize deductions

• Self-Employed Health Insurance

• 1 mid-year check-in for tax planning

Additional Cost Factors: Additional check-ins, multiple brokerage accounts, multiple Schedule C’s, multiple Schedule E’s

ADD TAX PLANNING

$450

For people who want to know the tax impact of a decision before they make it.

• Added to any Tax Preparation Service

• Projections for capital gains, job changes, equity compensation, and other life events

• Estimated tax payment guidance based on your projection