Pricing Plans
Individual Tax
Basic Tax Preparation: $200
- Simplified Tax Solutions
- Ideal for individuals with straightforward W-2 income.
- Streamlined tax preparation to maximize your refund or minimize your liability.
Advanced Tax Preparation: $375
- Comprehensive Tax Support
- Designed for individuals with more complex tax situations, including Schedule A (itemized deductions).
- Tailored strategies to optimize deductions and credits while ensuring compliance.
Premium Tax Preparation: $750
- Tailored Tax Excellence
- Our top-tier service for individuals with even more complex tax situations, including Schedule C (self-employment income).
- Customized tax planning and strategic advice to help you make the most of your financial situation.
IRS or State Communication and Representation: $150 per hour
Financial Coaching Plans
- One-Time Financial Coaching Session: $200
- Up to 90 Minute session
- Education on goals and plans
- Basic Financial Coaching Package: $150 per month
- Single individual
- Create a workable budget
- Up to 2 Bank Accounts
- Up to 5 Debt accounts (Credit cards, Loans)
- Debt projection and Pay off plan
- Minimum Commitment: 3 months
- Comprehensive Financial Coaching Package: $200 per month
- Family plan
- Unlimited Bank Accounts
- Unlimited Debt accounts (Credit cards, Loans)
- Debt projection and Pay off plan
- Minimum Commitment: 3 months
* We do not give investment or retirement advice