Frequently Asked Questions for tax services

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If you are just looking for tax preparation and filing, our basic package is for you.  Our trusted advisor package includes more than just tax prep. You gain year-round access to our team to help with proactive tax planning to maximize savings, as well as help with estimated tax payments.

Click on the "Get started" button on any of our tax services to provide contact info and background on what services you're looking for. After you provide your info, a member of our team will schedule an introductory call to chat next steps.

We include our typical starting costs on each tax services pages. Prices can vary depending on the level of complexity of your return. After our introductory call, we will provide a quote for final prices.

Our monthly subscription service lets you pay for taxes on a monthly basis instead of paying all at once. Service starts when you sign up and gives you year-round access to our team.

Yes, our individual tax prep package includes single, married filing jointly, and head of household.

We do not provide tax services for international taxes or estates and trusts however, we are more than happy to provide you with resources for help with those areas.