Pricing Options
Tax Preparation + Year-Round Planning
Year-round tax planning is included with every tax return.
(A) Tax Return Standard
Starts at $30 / month
1 year commitment required
Includes Tax Preparation of one personal tax return and year-round tax planning from a Certified Financial Planner™ Professional. No additional tax preparation fee.
(B) Tax Return + Rental Property
Starts at $40 / month
1 year commitment required
Includes Tax Preparation of one personal tax return, with rental properties, and year-round tax planning from a Certified Financial Planner™ Professional. No additional tax preparation fee.
(C) Tax Return + Self Employed
Starts at $40 / month
1 year commitment required
Includes Tax Preparation of one personal tax return, with Schedule C (Sole Proprietorship) income, and year-round tax planning from a Certified Financial Planner™ Professional. No additional tax preparation fee.
(D) Tax Return + S Corp Return
Starts at $150 / month
1 year commitment required
Includes Tax Preparation of one personal and business tax return, year-round tax planning, and bookkeeping overview. No additional tax preparation fee.
(E) Tax Return + Wealth Planning
$1500 Upfront
+ Starts at $175 / month
(Addtl $150 / month for S Corp Return)
Includes Tax Preparation of one personal tax return, year-round tax planning, and a comprehensive financial and retirement plan from a Certified Financial Planner™ Professional. No additional tax preparation fee.