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Personal tax preparation

Reliable Support for
Your Financial Goals.

PLAN | PREPARE | PROSPER

Simple packages. Expert support. Less stress.

Our Tax Planning Packages

— DIFFERENT NEEDS. A BRIGHTER TOMORROW.

Essential Personal Tax

Simple. Accurate. Stress-Free.

Starting at

$150

For individuals and married couples with straightforward tax returns.

  • Single or Married Filing Jointly
  • Federal Form 1040
  • W-2 income
  • Standard deduction
  • Dependents & common credits
  • Basic interest income
  • One state return (GA or resident state)
  • Electronic filing
  • Year-round access to your filed return
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A SOLID FOUNDATION FOR YOUR TOMORROW.

Plus Personal Tax

More Situations. More Support.

Starting at

$250

For individuals and married couples with additional income, deductions, or credits.

Everything in Essential, plus:

  • Itemized deductions
  • Multiple W-2s / 1099 income
  • Education-related tax items
  • HSA considerations
  • Retirement income
  • Unemployment income
  • More complex credits/deductions
  • Basic investment reporting
  • Tax-planning observations identified during preparation
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MORE SUPPORT FOR A BRIGHTER TOMORROW.

Premium Personal Plan

Complex Situations. Expert Support.

Starting at

$395

For individuals and married couples with higher-complexity returns and multiple income sources.

Everything in Essential, plus:

  • Investment activity (stocks, crypto, etc.)
  • Capital gains/losses
  • Rental property income
  • Self-employment / 1099 income
  • Multi-state considerations
  • Prior-year carryovers
  • More complex deductions/credits
  • In-depth tax strategy review
  • Post-filing consultation
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ADVANCED SOLUTIONS FOR YOUR GREATER GOALS.

Add-On Services

Additional Support When You Need It.

Additional State Tax Preparation

Starting at

$50

Rental Property (Per Property)

Starting at

$75

Additional Schedule C or Business

Starting at

$250

Investment Reporting

Starting at

$55

Amended Return

Starting at

$250

Prior-Year / Back Tax Return

Priced

per year

Additional Forms & Schedules

Pricing based

on complexity

Need a Custom Quote? Contact Us ->

PRICES MAY VARY BASED ON COMPLEXITY AND SPECIFIC NEEDS.

Trusted Professional Service

Accurate. Compliant. Confidential.

Client Focused

Personalized support at every stage.

Year-Round Support

More than a tax season relationship.

Plan for What's Next

Build a stronger financial future.

Ready to File with Confidence?

Choose your package and get started today.

Begin Your Tax Intake ->

Fast. Secure. Convenient.

Same Goals
Bigger Possibilities!