Tax Preparation Packages

Select the package that works for you.

Basic Tax Return

For simple individual tax returns with few deductions or credits. Includes electronic filing.

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Standard Tax Return

For moderately complex tax returns claiming common deductions. Includes itemization, dependents, etc. and e-file.

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Itemized Return

For more complex individual tax returns with multiple sources of income, dependents, self-employment, investments. Includes personalized review and e-file.

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Small Business Tax

Preparation

For tax preparation for small businesses, including Schedule C, rental properties, partnerships, etc. Prices vary and go up based on complexity.

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Comprehensive Wealth Management

For in-depth tax planning and preparation for high net-worth clients including investments, assets, trusts, etc. Highly customized with add-on services like audit support available.