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, standard dedcution (or simple itemizing)

• E-file, refund tracking

• Secure online document upload/portal

• Email support during tax-season (virtual)

        In-person appointment add-on: $50

 

*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: 

• Everything in Tier 1, plus:

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

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

  • Mortgage interest, property tax, charitable contributions

  • Up to 2 state returns.

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

  • Priority email support (faster response)

                In-person meeting add-on: $75 extra if client wants to meet in-office or video meeting                 longer than standard

 

*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:

• Everything in Tier 2, plus:

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

  • Rental property(s), capital gains, investment income

  • Quarterly estimated tax calculation & planning (virtual check-ins)

  • One-hour annual personalized tax-strategy session

  • Year-round virtual advisory access for tax-estimate changes, life event consultation, etc.

                In-person meeting add-on: $100 extra for a full in-office appointment (or lengthier                 video call)

 

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

➕ Add-On Services

• Dependent return filings — $75

• Off-season tax planning session, virtual (45–60 minutes) — $175–$250

• Estimated tax / quarterly check-in (virtual) — $125 each session or package of 4 for $400

• Amended return (Form 1040X / states) — $200 base + $50 per additional form

• IRS/State correspondence — $150/hour (minimum 1 hour)

• Rush filing / late engagement (signed after March), expedited turnaround — $100 extra

• Additional state return beyond standard included — $50 per extra state

• In-person only meeting (outside virtual) surcharge — as noted above per tier