For Simple and Straightforward Tax Returns
The Essential Package is perfect for individuals with uncomplicated financial situations. It includes all the necessary steps to ensure an accurate filing, with a focus on simplicity and efficiency. This package covers:

Filing Status: Single, Head of Household, Married Filing Jointly, or Married Filing Separately

Income: W-2 income from employment

Dependents: None

Deductions: Standard deduction (No itemized deductions)

Special Situations: College students and basic tax credits

Additional Features: Basic tax filing with no complexity or additional financial considerations
This package is ideal for those with a simple tax return, such as individuals with W-2 income and no dependents, who do not itemize deductions.

For More Complex Tax Returns and Greater Deduction Opportunities
The Comprehensive Package is designed for individuals with more complex tax situations that involve additional income sources or potential tax benefits. This package is tailored to maximize your tax savings by utilizing various deductions and credits. It includes:

Filing Status: Single, Head of Household, Married Filing Jointly, or Married Filing Separately

Income: W-2 income, Investment income (interest, dividends, etc.), Rental income, and more

Dependents: Eligible dependents

Deductions: Itemized deductions, including mortgage interest, medical expenses, charitable donations, etc.

Special Situations: Homeowners, childcare expenses, education credits (e.g., student loan interest deduction, tuition credits)

Additional Features: Investment income, such as stocks, bonds, and dividends, as well as retirement contributions
This package is ideal for individuals with more involved tax situations, such as homeowners, parents claiming children or dependents, and those with investment income or itemized deductions.

For Business Owners, Freelancers, and Contractors
The Professional Package is specifically designed for individuals with self-employed income, freelancers, contractors, or business owners. It focuses on business-related deductions, ensuring that you are maximizing tax savings while complying with all IRS requirements. This package includes:

Filing Status: Single, Head of Household, Married Filing Jointly, or Married Filing Separately

Income: Self-employed income (1099), Business owners (LLCs, S-Corps, etc.), Freelancers, and Contractors

Deductions: Business-related expenses such as office supplies, home office, travel, equipment, business mileage, etc.

Special Situations: Freelancers, contractors, or those with side gigs

Additional Features: Potential for deductions related to retirement contributions, business start-up costs, and more
The Professional Package ensures that self-employed individuals and small business owners take full advantage of business-related deductions, including the qualified business income deduction (QBI), business mileage, and other self-employment-related expenses.

Correcting and Updating Previous Tax Returns
If you need to amend a tax return filed in a prior year, our amendment service ensures that any changes are handled efficiently and in compliance with IRS guidelines. Whether you've missed a deduction, made an error, or need to correct something due to a change in financial circumstances, we can assist you with:

Amendment for: Missed deductions, incorrect income reporting, changes in filing status, or other updates

Filing Status Changes: Single to Head of Household to Married Filing Jointly, Married Filing Separately to Joint, or other changes

Additional Features: Updates to business-related filings or adjustments to tax credits
We will ensure that your amended return is filed promptly and accurately to reflect all changes.

Enhanced Strategy for Tax Optimization
If you want to ensure you’re fully maximizing all available deductions, we offer an add-on service to identify additional savings opportunities, especially for more complex tax situations. This service includes:

An in-depth review of your financial records

Additional guidance for tax optimization

Analysis of potential credits or deductions you might have missed initially

This add-on is highly recommended if you have significant investment income, multiple properties, or complicated business finances.

To maintain full transparency, here are additional fees that are separate from the base tax preparation services:

Mailing Costs: If a physical mailing of your tax return is required

Software Fee: $45 (required for electronic filing)

Technology Fee: $18 (covers secure portal access and e-signatures)

Bank Fee: $53.95 (for processing, increases if you choose to receive an advance; interest charges apply)

Transmission Fee: $45 (for electronic transmission to the IRS)

Electronic Filing Fee: $150 (mandatory for e-filing)

State Filing Fee: STARTING AT $150 (optional add on)

Audit Protection (Optional): $68 (covers audit representation services if needed)

These fees will be automatically deducted from your refund and are not included in the tax preparation charges.

Resolve Your Tax Issues & Regain Financial Freedom

If you're facing IRS or state tax issues, we provide strategic solutions to help you regain financial stability. Our tax resolution services include:

Debt Settlement & Offer in Compromise – Settle your tax debt for less than the full amount owed, if eligible. We manage the entire process, from application to negotiation, to maximize approval chances. (Starting at $2,500)

Structured Tax Payment Plans – If paying your full balance upfront isn’t feasible, we negotiate affordable, structured installment agreements with the IRS or state tax agencies to help you manage your tax liability.

Penalty Abatement & Interest Reduction – Request reductions or eliminations of penalties and interest accrued due to financial hardship, late payments, or reasonable cause.

Wage Garnishment & Levy Release – If the IRS has garnished your wages or levied your bank account, we take immediate action to stop collections and negotiate a resolution that protects your income and assets.

Delinquent Tax Filings & Audit Representation – If you have unfiled tax returns or are undergoing an audit, we provide professional filing assistance and IRS representation to ensure compliance while minimizing liabilities.

Tax Lien Negotiation & Asset Protection – If a tax lien has been placed on your property, we work to resolve or modify the lien to protect your credit, assets, and financial future.

Every case is unique, and final pricing depends on the complexity of your situation. Schedule a consultation today to start resolving your tax concerns.