Individual Income Tax Preparation
Client Service Tiers
Bronze Tier
Most Clients Pay
$450 - $1,000
Simply File
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What's Included ✅
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Convenient, virtual, and professional income tax preparation service
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Access to our custom electronic tax organizer tool to ensure maximum tax deductions
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Electronic delivery & e-signatures
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24/7 Access to your tax returns via our secure self-service portal
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Tax Return review call upon completion​
Silver Tier
Most Clients Pay
$900 - $2,000
Planning Plus
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What's Included ✅
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Everything included in the bronze tier and...
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Year-round access via email for tax questions and advice.
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Mid-year check-in discussion
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Year-end tax strategy session
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Year-end tax projection based on actual results
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Assessment & explanation of any tax notices receives (all tax years)​​​​
Gold Tier
Most Clients Pay
$1,500 - $3,500
Strategy Elite
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​​What's Included ✅
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Everything included in the bronze and silver tiers and...
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A Q3 check-in discussion
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Mid-year and year-end tax strategy sessions
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Mid-year and year-end tax projections based on actual results
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Tax notice response & resolution (for years of engagement)​​
Discover the Value of Proactive Tax Planning
Hesitant about moving forward? It may help to step back and evaluate your current approach. Our Tax Strategy Checkup is a short, guided assessment designed to highlight gaps, missed opportunities, and areas where proactive planning could make a meaningful difference. This tool is designed to help you gain clarity on whether your current provider is truly supporting your long-term goals, or simply filing a return.