Individuals & Families

Your personal return done right — plus a second look at last year’s.

Sole Proprietors

Simplify your taxes and keep more of what you earn.

LLC Owners

Strategic tax planning for growing businesses.

S-Corporations

Reduce tax liability and maximize profit.

Real Estate Investors

Optimize deductions and build long-term wealth.

Annual tax preparation and filing for individual who need it done right.

Starting at

• ✓Prior-Year Return Review
• ✓Individual Tax Return (Form 1040)
• ✓Return walkthrough over video
• ✓Secure document portal
• ✓E-file
• ✓IRS notice assistance
• ✓Year-round support

Sole proprietors / single-member LLCs filing Schedule C.

Starting at

• ✓Everything in Bronze
• ✓Deduction optimization (Schedule C)
• ✓Two planning sessions — summer + fall
• ✓Entity formation guidance
• ✓Bookkeeping guidance (cash basis)
• ✓Quarterly estimated tax calculations
• ✓Individual Tax Return Filing w/ Schedule C

For established business owners — businesses earning $250K+

Starting at

• ✓Everything in Silver
• ✓Monthly bookkeeping review
• ✓Monthly strategy calls
• ✓Reasonable-salary analysis
• ✓Owner payroll support
• ✓Retirement plan strategy
• ✓Real estate strategy
• ✓Estate planning review
• ✓Priority advisor access
• ✓Individual (Form 1040) and S-Corporation (Form 1120-S) Tax Filings

Every engagement starts with a short intake. If your situation is more involved — multiple states, several entities, catch-up bookkeeping — we quote a custom flat fee before any work begins. You approve the number first; it never changes mid-engagement.

Here’s the actual functional difference, stripped down to what matters — not just feature lists, but why each tier exists.
Bronze — Individual, transactional You’re filing a tax return once a year. That’s it. No ongoing relationship, no planning, no bookkeeping. The value is: accurate filing + a video walkthrough so they understand what happened + you’re on the hook if the IRS sends a notice. It’s reactive by design — you’re responding to their tax year after it already happened.
Silver — Self-Employed, proactive but bounded The core shift from Bronze isn’t “more work,” it’s timing. You’re no longer just filing what already happened — you’re actively managing their numbers during the year (monthly bookkeeping) and meeting with them before year-end to make decisions that still have time to matter (two strategy calls). The business is simple enough (Schedule C, under $250K) that this can happen on a semi-annual cadence rather than constant contact.
Gold — S-Corporation, proactive and continuous The shift from Silver isn’t just “quarterly instead of twice a year” — it’s that an S-corp structurally requires continuous attention in a way Schedule C doesn’t:
Payroll has to run correctly all year (reasonable comp is an audit trigger, not optional admin) Quarterly estimates have to be calculated and paid on time, every quarter, or there are penalties The tax return itself is two returns that have to reconcile (1040 + 1120-S)
So Gold isn’t “Silver but fancier” — it’s built around the reality that S-corp compliance breaks if you only touch it twice a year. The monthly touchpoints are inherently more frequent, not as a luxury add-on.

Our business packages are built around S-corp and partnership returns, but if you’re a sole proprietor, LLC owner, or considering a switch, we’ll walk you through what makes sense — including a reasonable-salary analysis that shows the real dollar savings before you elect anything.

That’s our Individual & Family package. No bookkeeping, no business return — just your personal taxes, done right, averaging around $900.

Send it to us — don’t panic and don’t reply. Responding to notices for returns we prepared is included in every plan. Most notices are resolved with a single letter.

Ready to Keep More
of What You Earn?

Tell us where you are.
We’ll price it flat.

Most quotes go out within one business day. No obligation, no hourly meter.