Core services for individuals, families, and small businesses.
$250 flat
A straightforward return, prepared and reviewed by an Enrolled Agent instead of software.
W-2 income and the standard deduction
One federal and one state return
E-file and direct deposit included
Most start at $400
For returns with moving parts — investments, a home sale, multiple states, or a big life change.
Investment and capital gains income
Multi-state and life-event returns
Quoted upfront, before any work starts
Priced to your situation
Year-round planning so you make tax decisions before the year ends, not after.
Proactive planning and mid-year check-ins
Direct access to your tax professional
Return preparation included
Monthly service
Clean, tax-ready books for small businesses, self-employed professionals, and landlords.
QuickBooks-based monthly books
Bank and credit card reconciliations
Simple monthly reports
Real estate has its own tax rules. We work with agents, investors, and landlords every day.
Commission & 1099 income
Tax preparation and planning built around commission income, so you keep more of every closing.
Mileage, MLS fees, marketing, and more
Quarterly estimated payment guidance
Help for first-year agents, too
Rentals, flips & exchanges
Strategy for investors who want depreciation, cost segregation, and 1031 exchanges working for them.
Rental income and Schedule E
Fix-and-flip tax strategy
Proactive year-round planning
Flat-rate annual plans
Rental property tax preparation for single-family landlords, with depreciation handled right.
Schedule E and rental income
Depreciation tracked year over year
Landlord-specific deductions
Find the sentence that sounds like you. If none of them do, just reach out — we'll point you in the right direction.
“I just have a W-2 and take the standard deduction”
Simple Tax Return“I sold stock, moved states, or had a big life change”
Personal Tax Preparation“I own one or more rental properties”
Landlords“I'm a real estate agent paid on commission”
Real Estate Agents“I want to lower next year's tax bill, not just file this one”
Tax Planning & AdvisoryNo obligation. We'll review what you need, give you a clear quote, and you decide if you want to move forward.