Services

Tax preparer and client reviewing documents

Tax Strategy

1. Initial Consultation — Schedule a free call to discuss your situation and goals.

2. Document Collection — Securely upload income, expense, and prior-year records through our client portal.

3. Review & Strategy — Your preparer reviews everything and outlines a filing plan and any savings opportunities.

4. Filing & Confirmation — We file your return, walk you through the results, and confirm everything is accepted.

Tax Preperation

Whether you need a straightforward individual return or ongoing advisory for your business, our team is ready to review your documents and give you a clear plan. Reach out to start your filing or ask a question first.

Tax preparer and client reviewing documents

Fractional CFO

1. Initial Consultation — Schedule a free call to discuss your situation and goals.

2. Document Collection — Securely upload income, expense, and prior-year records through our client portal.

3. Review & Strategy — Your preparer reviews everything and outlines a filing plan and any savings opportunities.

4. Filing & Confirmation — We file your return, walk you through the results, and confirm everything is accepted.

Common Questions About Pricing, Timing, and Documents

  • How much does tax preparation cost?

    Pricing depends on return complexity — individual returns typically range from a flat simple-return fee to a higher tier for itemized deductions, self-employment income, or multiple states. You'll get an exact quote before any work begins.

  • How long does it take to get my return filed?

    Most individual returns are completed within 3–5 business days of receiving your documents. Small business returns typically take 7–10 business days depending on bookkeeping status.

  • What documents do I need to provide?

    Individuals: W-2s/1099s, last year's return, and any deduction records (mortgage interest, charitable receipts, childcare costs). Small businesses: profit & loss statement, expense records, and prior-year business return if applicable.

  • Can I get help if I'm contacted by the IRS after filing?

    Yes — our Audit Support service covers correspondence review and representation for any return we prepare, and is available as an add-on for returns prepared elsewhere.