Our Process and fees

Fully remote service — no office overhead, no traffic, no wasted time. This keeps costs down and allows us to work seamlessly, wherever you are.
Initial consultation to determine whether the engagement is a good mutual fit.
Clarification of your goals so the work is focused and efficient.
Identification of current pain points and problem areas.
Pricing: $260 hourly rate, with an $800 minimum per return.

We provide an annual tax organizer to help you gather the required documents, reduce tax prep costs, and reduce the risk of omissions. We will review your organizer with you and tailor it to what is relevant for your situation.
Documents can be uploaded securely through our ShareFile portal, or mailed if you prefer.
You are encouraged to call or email us throughout the year with questions or changes as they arise. Proactive communication helps prevent last-minute issues or surprises.