We still have availability for returns before the October 15th deadline. Contact Us to get started or for a quote.
We review every return personally, look for what online software misses, and make sure complex situations are handled correctly — not just checked off a list. You get a thorough, accurate return prepared by a federally licensed tax professional, with a clear price before we ever start.
Tell us a little about your situation and we'll give you a clear price before anything starts. No obligation, no surprises.
Most personal returns start at $400. Quoted upfront, always.Federally licensed IRS Enrolled Agent
Price confirmed before we begin
Secure document upload portal
This isn't data entry. It's a review of your full tax picture — what you received, what you're entitled to, and whether anything was missed.
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W-2, 1099, and self-employment income
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Investment income — dividends, interest, capital gains
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Retirement distributions (RMDs, 401k, Roth conversions)
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Itemized vs. standard deduction analysis
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Health savings accounts (HSA / FSA)
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Student loan interest and education credits
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Sale of a home or investment property
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Multi-state returns
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Significant stock or crypto sales
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New child, marriage, divorce, or other life events
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Receiving an inheritance or large gift
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Estimated tax payments and underpayment review
No intake forms with 40 fields. No waiting weeks to hear back. Here's what the process looks like from first contact to filed return.
Investment sales — stocks, ETFs, crypto
Home sales and real estate transactions
Job changes, severance, or early retirement
Roth conversions and retirement distributions
Multi-state filing — moved or worked remotely
New dependents, marriage, or divorce
You reach out and briefly describe your situation
We give you a clear price — before anything starts
You upload documents through a secure portal
We prepare your return and review it personally
You review, e-sign, and we file
Questions are answered directly — not through a queue
If you want proactive guidance — withholding reviews, Roth conversion discussions, mid-year check-ins — that's a separate service built around your full tax picture.
"I have been using Tax Associates for years and Jonathan has always been very thorough and meticulous while doing my taxes. He's quick at responding to my questions and concerns; especially when filing for more than one state."
— Tiffany, Client
"Jonathan was a consummate professional, always answering any questions and going into depth on areas of concerns. I cannot recommend his services enough!"
— Fritz, Client
"He goes above and beyond answers, questions and emails almost immediately... Jonathan is amazing and I feel fortunate to have a honest, reliable tax consultant."
— Patricia, Client
No obligation. We'll review your situation, give you a clear quote, and you decide if you want to move forward.