Question 1

What is the Annual Tax Check-In?

Accepted Answer

Tax preparation clients receive one 30-minute Annual Tax Check-In each year, available during Q3 and Q4. This check-in is designed to discuss significant tax-related changes, such as increased income, a new contract, business growth, or other changes that may affect your tax situation. Additional consulting is available for tax preparation clients when questions or one-time needs arise. We’ll help determine whether hourly consulting or an ongoing planning relationship is the better fit.

Question 2

What are examples of things that increase the base prices shown?

Accepted Answer

Every tax return is unique, and some situations require extra time or specialized expertise beyond what’s included in the base tiers. These are considered add‑ons and may increase your total fee depending on complexity.Examples of common add‑ons include:Backdoor & Mega Backdoor Roth conversionsAdditional Schedule C businesses or self-employment activitiesAdditional K-1s from partnerships, S-Corporations, trusts, or estatesRestricted Stock Units (RSUs), stock options, ESPPs, or other equity compensation requiring detailed cost‑basis trackingCryptocurrency transactions or high‑volume brokerage activity beyond standard transaction limitsRental property reporting or real‑estate sales with depreciation/basis adjustmentsAdditional brokerage accounts beyond the number included in your packageAdditional state or local tax returns beyond those included in your packageForeign income or accounts requiring additional disclosuresPart-year, nonresident, or community-property state filings requiring additional calculationsHousehold employee reporting requiring Schedule HAdditional business entities or partnership complexity beyond the scope included in your packageYou will always be notified in advance if your return falls into an add-on service categories.

Question 3

How are state and city tax returns priced?

Accepted Answer

Some states and cities have more complex tax systems, including multiple local income taxes, additional schedules, nonresident filing requirements, city-level returns, or unique rules that require extra time and expertise. If you live in—or earn income in—one of these jurisdictions, additional fees apply to cover the extra compliance work.Examples include:• States: New York, California, New Jersey, Hawaii, New Mexico, Delaware, Oregon, Maryland, Ohio, Pennsylvania• Cities: New York City, Yonkers, Detroit, Philadelphia, Columbus/Cleveland/Cincinnati (OH), San Francisco, Portland, Los Angeles, Chicago

Question 4

What is a brokerage account and what is meant by "standard transaction volume"?

Accepted Answer

A brokerage account is an investment account that allows you to buy and sell securities such as stocks, bonds, mutual funds, ETFs, or cryptocurrency. You might have one through firms like Schwab, Fidelity, Vanguard, or Robinhood. Each trade or dividend creates a transaction that must be reconciled on your tax return.In short: It’s where your investments live — and every buy, sell, or dividend is a separate line item that needs to be reconciled for accurate tax reporting.Standard transaction volume refers to the number of investment or brokerage transactions included in your base package. Up to 25 transactions per account are considered standard. If your accounts include more than 25 transactions—such as frequent trading, multiple lots, or complex investment activity—additional fees apply to cover the extra reconciliation and reporting time.

Question 5

What is considered a “qualifying partnership” for the Plus package?

Accepted Answer

A qualifying partnership has no more than two partners, one state filing requirement, and no special allocations, ownership changes, tiered entities, or other complex basis or reporting issues. Partnerships with additional complexity may fall under Premier pricing.

Question 6

Why do you REQUIRE a professional bookkeeper for partnerships, S-Corps, and Corporations? My prior tax professional never required it.

Accepted Answer

Partnerships, S-corporations, and corporations have more complex reporting requirements than a typical individual return. Accurate financial statements are important for properly reporting items that can be supported in the event of an IRS audit.Other tax professionals may use different processes, but this requirement is part of our firm’s quality-control approach for business-entity returns. Clients are welcome to use a qualified bookkeeper of their choice.

Question 7

What if I have tax planning or consulting questions during tax prep?

Accepted Answer

Tax preparation services focus on preparing and filing the current-year tax return.  Depending on your needs, it may benefit you to consider a year-round tax planning or financial planning package.

Question 8

I need multiple prior-year tax returns filed or an amendment return.  Can you help with that?

Accepted Answer

Yes—we can help with prior‑year tax filings and amendments. Please note that amended returns are billed at the full current‑year tax preparation rate, plus an additional fee for the correction work. Amendments often require extra time to review prior filings, explain changes, and prepare supporting documentation, so they’re priced accordingly.

Accurate Return. Clear Guidance. Less Stress

ACCURATE TAX PREPARATION & FILING SUPPORT

Tax Preparation With Clarity, Accuracy, & Confidence

Accurate Filing. Clear Communication. Less Stress

Accuracy

Organization

Clarity

Simple 3-Step Tax Prep Process

Intake Virtual Tax Appointment

Prepare Return

Virtual Tax Appointment & File Return

Essentials

$700

Individuals with limited investment needs

INCLUDES

Solo

$1,000

Individuals filing a Schedule C without investments and/or retirement plans

INCLUDES

Solo Advantage

$1,400

Individuals filing a Schedule C with investments and/or retirement plans

INCLUDES

Plus

$2,500

Corporation, S-Corporation, & Qualifying Partnership owners

INCLUDES

Premier

$3,200+

Multi-Entity, Complex Partnership, & advanced tax needs

INCLUDES

* See FAQs for additional information

FAQs – Tax Preparation

What is the Annual Tax Check-In?

What are examples of things that increase the base prices shown?

How are state and city tax returns priced?

What is a brokerage account and what is meant by "standard transaction volume"?

What is considered a “qualifying partnership” for the Plus package?

Why do you REQUIRE a professional bookkeeper for partnerships, S-Corps, and Corporations? My prior tax professional never required it.

What if I have tax planning or consulting questions during tax prep?

I need multiple prior-year tax returns filed or an amendment return. Can you help with that?