Tax Preparation Process

100% virtual, so you never have to leave home

Upload

Submit documents and data through a secure online platform

Review

Meet for a brief video or phone call to review your tax returns and answer any questions you have

Approve

Approve and pay online

Have a more complicated tax situation we need to discuss? No problem! I am happy to meet before, during, and after your tax return is complete - whatever it takes!

Pricing

Tax Preparation - Personal

Tax preparation fees for individuals are calculated based on income and return complexity. Prices start at $99. More details here.

Tax Preparation - Entities

Tax preparation fees for entities (partnerships, estates/trusts, exempt organizations, or S-corps) are based on the size of the organization and the time required to complete the return. More details here.