This must be requested by 12 NOON (CST) ON APRIL 14TH 2026! We will send a request to the IRS and 1 state for additional time to file your tax return. CLICK HERE TO REQUEST AND PAY FOR THE SERVICE. 

Filed along side your tax return; applies to parents claiming children under 11. Children 10 & under qualify for a philanthropic deposit of $250 if they live in a zipcode where the median income is $150,000. Children born between 2025 and 2028 receive $1,000 from the government no matter what zipcode they live in. This service is in addtion to your tax return preparation fee. 

Form required for No tax on tips, No tax on overtime, and No tax on auto loan interest. This service is in addition to your tax return preparation fee. 

This must be requested BEFORE WE FILE YOUR TAX RETURN. Rather than sit on the phone with the IRS, or try and request a payment plan online, you can request this service before we file your tax return. 

Do you need your transcripts from the IRS? Have you tried getting through, to the IRS, but you can't reach them?  We will reach out to the IRS on your behalf, and get your wage and income, tax return transcript, and account transcript for 1 tax filing year.  CLICK HERE TO REQUEST THE SERVICE, DOWNLOAD THE AUTHORIZATION FORM, AND PAY FOR THE SERVICE. 

Did you pay more in taxes than you needed to? How about 3 years ago? Our tax return reviews typically net new clients refunds in the amount of $428-$2,200. What would you do with that kind of money? Would you invest your refund, start a business, improve your home, or take a college course? Let us help you by booking your review today! 

The cost to amend a Federal or State return. This fee is in addition to the cost of preparing a correct return. Amendments occur when client's don't provide all tax documents, forget a dependent, forget expenses, etc. We strongly recommend that you ensure you have all of your tax documents before filing. 

Filers with no children, no home, no investments, & no business. Includes the Preparation & filing of Federal taxes, along with the preparation & filing of state taxes. MARRIED FILING JOINT IS AN ADDITIONAL $50.  INCLUDES 2 TAX DOCS (4 IF MARRIED). ADDITIONAL DOCUMENTS ARE  TYPICALLY $8 PER DOCUMENT, NOT INCLUDING INVESTMENT DOCUMENTS. UNTIL WE SEE YOUR TAX DOCUMENTS, WE CANNOT GIVE YOU THE EXACT PRICE. YOU WILL RECEIVE THE EXACT PRICE PRIOR TO WORK BEING DONE. REQUEST PORTAL ACCESS.  

Filers with no children, no home, no investments, & no business. Includes the Preparation & filing of Federal taxes, along with the preparation & filing of state taxes. THIS PRICE INCLUDES 2 TAX DOCUMENTS TOTAL NOT INCLUDING INVESTMENT DOCUMENTS. EARNED INCOME CREDIT SCHEDULE, EIC IS $50 ADDITIONAL (if you qualify). UNTIL WE SEE YOUR TAX DOCUMENTS, WE CANNOT GIVE YOU THE EXACT PRICE. YOU WILL RECEIVE THE EXACT PRICE PRIOR TO WORK BEING DONE. REQUEST PORTAL ACCESS.   

Filers with children that they claim, dependents, or homeowners. Includes the Preparation & filing of Federal  & State taxes. DOES NOT INCLUDE COST FOR INVESTMENT TAX DOCUMENTS, RENTAL PROPERTIES, UBER/LYFT DRIVERS, 1099 INCOME, SMALL BUSINESS, ETC. THIS PRICE INCLUDES 2 TAX DOCUMENTS. EARNED INCOME CREDIT SCHEDULE, EIC IS $50 ADDITIONAL (if you qualify). UNTIL WE SEE YOUR TAX DOCUMENTS, WE CANNOT GIVE YOU THE EXACT PRICE.YOU WILL RECEIVE THE EXACT PRICE BEFORE WORK BEGINS. REQUEST PORTAL 

Filers with children that they claim, dependents, or homeowners. Includes the Preparation & filing of Federal  & State taxes. Doesn't include investments DOCUMENTS, RENTAL PROPERTIES, UBER/LYFT DRIVERS, 1099 INCOME, SMALL BUSINESS, ETC. THIS PRICE INCLUDES 4 TAX DOCUMENTS TOTAL. EARNED INCOME CREDIT SCHEDULE, EIC IS $50 ADDITIONAL (if you qualify). UNTIL WE SEE YOUR TAX DOCUMENTS, WE CANNOT GIVE YOU THE EXACT PRICE.YOU WILL RECEIVE THE EXACT PRICE BEFORE WORK BEGINS REQUEST PORTAL

Standard 1040 filer with children, home, and a rental property. This rate includes 1 rental property max. Additional rental properties are billed at $100 each. FIRST-YEAR LANDLORDS REQUIRE A NEW PROPERTY SETUP & SETTLEMENT STATEMENT CONVERSION FOR $95. MARRIED FILING JOINT IS AN ADDITIONAL $50. UNTIL WE SEE YOUR TAX DOCUMENTS, WE CANNOT GIVE YOU THE EXACT PRICE.YOU WILL RECEIVE THE EXACT PRICE BEFORE WORK BEGINS.  REQUEST PORTAL ACCESS.   

Standard 1040 filer with children, home, and a side business. This plan includes 1 side business income. Additional side income of 1099s will cost extra. MARRIED FILING JOINT IS AN ADDITIONAL $50. INCLUDES 2 TAX DOCS (4 IF MARRIED).  EARNED INCOME CREDIT SCHEDULE IS $50 ADDITIONAL (if you qualify). UNTIL WE SEE YOUR TAX DOCUMENTS, WE CANNOT GIVE YOU THE EXACT PRICE.YOU WILL RECEIVE THE EXACT PRICE BEFORE WORK BEGINS. REQUEST PORTAL ACCESS.   

Standard 1040 filer with children, home, and a side business. This plan includes 1 side business income. Additional side income of 1099s will cost extra.  MARRIED FILING JOINT IS AN ADDITIONAL $50. INCLUDES 2 TAX DOCS (4 IF MARRIED).  EARNED INCOME CREDIT SCHEDULE IS $50 ADDITIONAL (if you qualify). UNTIL WE SEE YOUR TAX DOCUMENTS, WE CANNOT GIVE YOU THE EXACT PRICE.YOU WILL RECEIVE THE EXACT PRICE BEFORE WORK BEGINS.  REQUEST PORTAL ACCESS.   

Standard 1040 filer with children, home, and a side business. This plan includes 1 side business income. Additional side income 1099's will cost extra.  Additional side income of 1099s will cost extra.  MARRIED FILING JOINT IS AN ADDITIONAL $50. INCLUDES 2 TAX DOCS (4 IF MARRIED).  EARNED INCOME CREDIT SCHEDULE IS $50 ADDITIONAL (if you qualify). UNTIL WE SEE YOUR TAX DOCUMENTS, WE CANNOT GIVE YOU THE EXACT PRICE.YOU WILL RECEIVE THE EXACT PRICE BEFORE WORK BEGINS  REQUEST PORTAL ACCESS.   

Rental property income is reported on Schedule E, and attached to your 1040. The 1st property is included with your 1040 return, each additional property will be billed at $100. 

IRS required form used to claim depreciation not taken in previous years on rental property. Our office typically sees the form produce TAX DEDUCTION OF $20,000+. Pricing starts at $1,250; the final quote will be given once we receive all required documentation. 

Reporting Stock & Crypto Capital Gains/Losses.

Sell of inherited home, second home, investment home, etc.

Form Required to claim earned income credit.

Form Required to claim child and dependent care expenses.

Form Required to claim child and dependent care expenses.

If you have a 1098-T included in your documents, and you qualify for the American Opportunity or Lifetime Learning education, this credit is claimed on form 8863.

For those that lived in 2 states, have income from 2 states, or that has income from a state that they don't live in.  

For those that lived in 2 states, have income from 2 states, or that has income from a state that they don't live in.  

1065 for partnerships, or 2 member LLC's. K1's will be provided for you to file with your personal return. THIS DOES NOT INCLUDE BOOKKEEPING. YOU MUST HAVE AN ACCURATE PROFIT AND LOSS STATEMENT. THOSE WITH REVENUES OVER $250,000 NEED AN ACCURATE BALANCE SHEET.  REQUEST PORTAL ACCESS.   

1065 for partnerships, or 2 member LLC's. K1's will be provided for you to file with your personal return. THIS DOES NOT INCLUDE BOOKKEEPING. YOU MUST HAVE AN ACCURATE PROFIT AND LOSS STATEMENT. THOSE WITH REVENUES OVER $250,000 NEED AN ACCURATE BALANCE SHEET.   REQUEST PORTAL ACCESS.   

1120-S For businesses earning less than $100,000 in annual revenue. K1's will be provided for you to file with your personal return. THIS DOES NOT INCLUDE BOOKKEEPING. YOU MUST HAVE AN ACCURATE PROFIT AND LOSS STATEMENT. THOSE WITH REVENUES OVER $250,000 NEED AN ACCURATE BALANCE SHEET. REQUEST PORTAL ACCESS.   

1120-S For businesses earning $101,000 plus in annual revenue. K1's will be provided for you to file with your personal return. THIS DOES NOT INCLUDE BOOKKEEPING. YOU MUST HAVE AN ACCURATE PROFIT AND LOSS STATEMENT. THOSE WITH REVENUES OVER $250,000 NEED AN ACCURATE BALANCE SHEET.  REQUEST PORTAL ACCESS.    

1120 For businesses earning less than $100,000 in annual revenue. THIS DOES NOT INCLUDE BOOKKEEPING. YOU MUST HAVE AN ACCURATE PROFIT AND LOSS STATEMENT. THOSE WITH REVENUES OVER $250,000 NEED AN ACCURATE BALANCE SHEET.  REQUEST PORTAL ACCESS.   

1120 For businesses earning $101,000 plus in annual revenue. THIS DOES NOT INCLUDE BOOKKEEPING. YOU MUST HAVE AN ACCURATE PROFIT AND LOSS STATEMENT. THOSE WITH REVENUES OVER $250,000 NEED AN ACCURATE BALANCE SHEET.  REQUEST PORTAL ACCESS.   

Bookkeeping rate for tax filing purposes. Minimum 6 hours. Please note, there is a $95 per month surcharge for accounts that are commingled with personal income & expenses.  If you want to do your own bookkeeping, please use our video: https://www.youtube.com/watch?v=8G2dDt9TMn0&t=85s  

Bookkeeping rate for tax filing purposes. Minimum 6 hours. Please note, there is a $95 per month surcharge for accounts that are commingled with personal income & expenses If you want to do your own bookkeeping, please use our video: https://www.youtube.com/watch?v=8G2dDt9TMn0&t=85s