Tier 1 - Essential Return

Ideal for: Individuals with W-2 income only, minimal deductions, one state return.

 

Includes: 

• Federal + 2 state returns

• Up to 2 W-2s per individual, standard dedcution (no Schedule C or E)

• Basic itemization or standard deduction

• Secure online document upload/portal

• 1 virtual appointment (up to 60 minutes)

        

*More complex returns with multiple states, many W-2s/1099s, itemized schedules

will fall into Tier 2 or add-on fees will apply. 

Tier 2  - Comprehensive Return

Ideal for: Families or individiuals with moderate complexity - dependents, homeownership, investment income, 1099, itemizing, multiple states.

 

Includes: 

• Federal + up to 2 state returns

• Up to 3 W-2s and 1099s per individual (interest/dividends, contractor income)

• Itemized deductions (Schedule A) + Schedule B (interest/dividends)

• Mortgage interest, property tax, charitable contributions

• Secure document portal, and a 30-minute virtual consultation to review tax strategy

• E-file authroziation and secure portal delivery

• 1 virtual appointment (up to 90 minutes)

• Includes up to 2 hours for miscellanous questions or advice during the year (phone or email)

 

*More complex returns with rental income, small business income, multiple additional states will fall into Tier 3 or add-on fees will apply.

Tier 3 – Full-Service Tax & Advisory

Ideal for: Self-employed individuals, small business owners, rental property owners, investors, clients who want year-round advice and proactive planning.

Includes:

• Federal + up to 3 state returns

• Up to 4 W-2s per individual, capital gains, investment income

• Small business/sole-proprietorship returns (Schedule C/F)—assuming reasonable expense volume

• Schedule E, up to 5 rental properties

• Full itemized deductions and credits

• 1 virtual tax preparation appointment (up to 120 mins)

• Year-round virtual advisory access for tax-estimate changes, life event consultation, etc. (phone or email)

                

*If client operates an S-Corp, Partnership, or has multi-state business operations, adds-on fees will apply.

➕ Add-On Services

• Property Tax Claim Returns

• Student/Dependent return filings 

• Off-season tax planning session, virtual 

• Estimated tax / quarterly check-in (virtual)

• Amended return (Form 1040X / states) 

• IRS/State correspondence 

• Rush filing / late engagement (signed after March), expedited turnaround 

• Additional state return beyond standard included 

• In-person only meeting (outside virtual) surcharge 

• 1099/W-2 Prep, for non-payroll service clients

• Gift Returns with a paid individual return

⚙️ Business & Entity Returns

• S-Corp (1120S) / Partnership (1065) 

• Trusts (1041)

• 990 (Nonprofit) 

• Bookkeeping Review 

 

*Each engagement is quoted individually based on record volume and complexity.

 

Bookkeeping Services

• Tier A: Startup/Freelancer

  • Up to 50-100 transactions/month, 1-2 accounts

  • Basic categorization of income & expenses

• Tier B: Small Business/Growing

  • 150-200 transactions/month, multiple accounts

  • Quarterly bookkeeping review (virtual)

• Tier C: Full Service

  • 250+ transactions/month or more complex needs

  • Monthly close & reconciliations

  • Strategic meeting (monthly or quarterly)

Payroll Services

• Payroll Setup

• Payroll Processing (Recurring)

  • Weekly, Biweekly, Semi-monthly, Monthly

  • Direct deposits and pay stubs

  • Payroll Tax Withholding, remittance (federal + state)

  • Quarterly payroll tax reporting

  • Year-end W-2 / 1099 preparation and filing

• Payroll Add-Ons / Optional Services

  • Multi-state payroll

  • Employee self-service portal

  • Workers' Compensation reporting

  • Payroll audit support