Tax Preparation for Individuals & Self-Employed
Clear pricing ranges, a secure checklist-driven process, and straightforward guidance. Specializing in W-2 households and Small Businesses.
How It Works
Our streamlined process ensures a smooth, transparent tax filing experience from start to finish.
Take Fit Check
Complete our 2-minute questionnaire to determine if we're the right fit for your tax situation.
Upload Documents
After acceptance, securely upload your tax documents following our tailored checklist.
Prep + Review
Our team prepares your return and reviews it with you before filing.
E-file + Delivery
We e-file your return with the IRS and provide you with all necessary documentation.
* Turnaround times vary based on complexity and documentation completeness. Estimates provided after Fit Check.
Tax Season Scope
Clear boundaries help us deliver exceptional service. Here's what we accept this tax season.
Form 1040 – Individuals/Families
- • W-2 income (single or married filing jointly)
- • Common 1099s (INT/DIV/SSA, etc.)
- • Dependents and common credits
- • Standard or typical itemized deductions
Form 1040 + Schedule C
- • 1099-NEC and self-employment income
- • Well-documented business expenses
- • Mileage with credible substantiation
- • Tools/equipment & basic depreciation
• Multiple states (limited scenarios)
• Brokerage activity (1099-B)
• HSA (Form 8889)
• RSU/ESPP/stock plans
• Home office (case-by-case)
• Amended returns (1040-X)
• Schedule C: somewhat organized or messy records
• Rental real estate (Schedule E)
• Crypto reporting
• Foreign income / foreign reporting requirements
• K-1 heavy returns (multiple K-1s)
• Complex multi-state filings
Not sure where you fit? Take the Fit Check, 2 minutes and we'll route you appropriately.
Transparent Pricing
Our pricing ranges are based on complexity and documentation volume. Final fees confirmed after Fit Check and document review.
Core Packages
| Package | Typical Fit | Range |
|---|---|---|
| 1040 Basic | W-2 income and common tax documents, one state, standard deduction | $225–$350 |
| 1040 Family | Families with dependents and common credits; may include light itemizing | $325–$525 |
| 1040 Itemized+ | Itemized deductions and higher documentation volume | $425–$650 |
| 1040 + Schedule C (Core) | One small business with clean records and typical expenses | $500–$800 |
| 1040 + Schedule C (Plus) | One small business with higher complexity, heavier documentation, or messy records | $750–$1,150 |
Add-Ons
| Add-On | When It Applies | Typical Fee |
|---|---|---|
| Additional state returns | More than one state | $75–$150 / state |
| Investment sales / brokerage reporting (1099-B) | Capital gains reporting | $125–$400 |
| HSA reporting | HSA contributions/distributions | $50–$100 |
| Employer stock plans (RSU/ESPP) | Stock compensation | $150–$350 |
| Home office deduction | When supportable | $75–$200 |
| Depreciation / equipment schedules | Business assets, tools/equipment | $100–$300 |
| Amended returns (1040-X) | Fix/adjust filed return | $250–$600 |
| Extension filing | Form 4868 + payment guidance | $75–$150 |
Messy Records Policy
Quality over speed. We protect you and your filing with our cleanup prerequisite.
- • No income summary — only partial 1099s or missing deposit records
- • Expenses not categorized — receipts without clear organization or support
- • Commingled spending — business and personal expenses mixed without separation
- • No mileage log — and no credible reconstruction method available
- • Large cash activity — without tracking or documentation
Protects accuracy — Prevents guessing and ensures defensible returns
Protects timelines — Avoids last-minute surprises and delays
Protects you — Reduces audit risk and supports your position
Protects our capacity — Allows us to serve more clients effectively
Range: $300–$1,200
Based on volume and condition of records
What You Get:
- • Categorized expense summary
- • Missing documents list
- • Readiness decision for filing
If your Schedule C records are not organized enough to prepare a defensible return, we require a Cleanup Mini-Sprint before tax prep.
What to Prepare
Get a head start by reviewing what you'll need. Your tailored checklist arrives after the Fit Check.
Photo ID
Driver's license or state ID for taxpayer and spouse
Prior-year return
If available, helps ensure continuity
Income documents
W-2s, 1099s (INT/DIV/NEC/SSA/R), etc.
Deduction documents
Mortgage interest (1098), charity receipts, childcare info, education forms
Banking info
For direct deposit or direct debit
Security & Privacy
Your sensitive information is protected at every step of the process.
All documents are uploaded through encrypted channels and stored securely.
HTTPS encryption in transit and secure storage at rest for all sensitive data.
We do not accept tax documents by email for your protection.
We never share your information. Review our full privacy policy.
Frequently Asked Questions
Common questions about our tax preparation process and services.
Ready to File with Confidence?
Take our 2-minute Fit Check and get a tailored checklist, clear pricing, and next steps. We'll respond within 1 business day.