Tax Return Preparation and Planning

Starting at $200

Our Tax Preparation & Planning service is designed to give individuals and small business owners peace of mind, accuracy, and strategic guidance—not just a filed return.

This service includes:

• Review and preparation of federal and applicable state tax returns

• Income, deduction, and credit optimization to ensure accuracy and compliance

• Identification of tax-saving opportunities and potential red flags

• Basic tax planning guidance for the current and upcoming tax year

• Support and clarification throughout the filing process

We take a personalized approach to every return, ensuring your tax situation is fully understood and handled with care—not rushed or automated.

Pricing starts at $200 and may increase based on complexity, including but not limited to:

• Self-employment or business income

• Multiple states

• Rental properties or investments

• Prior-year corrections or amended returns

Our goal is not only to file your taxes—but to help you make informed financial decisions with confidence.