Personal tax return filing done right the first time
Tax season doesn’t have to be overwhelming. Our personal tax preparation services combine cutting-edge technology with personalized CPA tax services to ensure accurate tax returns and maximum tax benefits.
We go beyond basic tax preparation to provide tax strategies for individuals and families that reduce tax rates, optimize tax withholding, and plan for major life events. Whether you’re managing retirement accounts, dealing with complex income tax situations, or simply want to ensure you’re getting every tax credit you deserve, we’re here to help.
Expert tax preparation with clear options for the level of support you want.
Choose between a streamlined filing experience or a premium, proactive approach—with optional protection available if you want added peace of mind.
Basic Personal Tax
Designed for individuals and families who want accurate, professional tax preparation and dependable support—without unnecessary extras.
Service includes:
- Expert preparation of your personal income tax return
- Electronic filing of federal and applicable state returns
- Protective estimated tax calculations using safe-harbor rules (when applicable)
- Email and phone support for tax-related questions throughout the year
- Secure document upload, e-signature, and delivery of completed returns
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Starting at $850
Final pricing depends on complexity (multiple states, investments, rental properties, K-1s, businesses, etc.).
Premium Personal Tax
Our most comprehensive personal tax offering, designed for clients who want proactive planning, additional protection, and a higher level of ongoing support.
Service includes everything in Basic plus:
- In-person meeting availability
- Annual tax planning session, scheduled no later than the fall of each year
- Notice Protection Service for tax returns we prepare
- IRS Tax Account Monitoring (requires signed Power of Attorney)
Starting at $2,750
Ideal for clients with more complex tax situations or those who value proactive guidance and added peace of mind.
Optional Enhancement: Notice Protection Service
Available to Basic Personal Tax clients as an optional add-on.
Service includes:
Available to Basic Personal Tax clients as an optional add-on.
- Assistance with IRS and state notices related to returns we prepare
- Drafting responses and communicating with tax authorities as needed
- Priced at 20% of your tax preparation fee
Notice Protection is included automatically with Premium Personal Tax.
How Pricing Works
We price personal tax services based on the complexity and scope of your return, not just the number of forms.
Factors that may affect pricing include:
- Multiple state filings
- Rental properties or real estate transactions
- Investment activity or K-1s
- Business or self-employment income
- Trusts, estates, or other advanced filings
We’ll confirm your final fee before work begins so there are no surprises.
Not sure which tax service fits you?
Compare our Basic Personal tax service and our Premium Personal tax service to determine the best option for your needs.
Personal Income Tax Services – Comparison |
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Basic Personal Tax |
Premium Personal Tax |
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| Get started | Get started | |
Expert personal tax preparation |
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Electronic filing (federal & applicable states) |
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Protective estimated tax calculations (safe-harbor based, when applicable) |
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Email & phone support throughout the year |
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Secure document upload & e-signature |
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In-person meeting availability |
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Annual tax planning session (by fall each year) |
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Notice Protection Service |
Optional (20% of prep fee) |
✔ Included |
IRS Tax Account Monitoring (signed POA required) |
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Ideal for |
Streamlined filing & support |
Proactive planning & protection |
Starting price |
$850 |
$2,750 |
FAQs about personal tax preparation
What’s the difference between Basic and Premium Personal Tax?
Basic Personal Tax focuses on accurate preparation, filing, and year-round support. Premium Personal Tax adds proactive tax planning, notice protection, IRS account monitoring, and in-person meeting availability.
Can I start with Basic and add services later?
Yes. Basic clients may add Notice Protection at any time for an additional 20% of their tax preparation fee. Premium includes all enhancements automatically.
What is Notice Protection?
Notice Protection covers assistance with IRS or state tax notices related to returns we prepare, including drafting responses and communicating with tax authorities as needed.
What is IRS Tax Account Monitoring and how does it work?
IRS Tax Account Monitoring is a proactive service that allows us to regularly review key IRS account information on your behalf.
With your signed Power of Attorney (POA), we use a secure monitoring tool to automatically retrieve IRS account and tax return transcripts on a set schedule—typically monthly or quarterly, depending on your situation. These transcripts are compiled into a report that our CPAs review to identify potential issues such as posted notices, unexpected balances, filing discrepancies, or other irregular activity.
This process helps us become aware of issues earlier, so they can be addressed promptly rather than discovered later through a mailed notice or during filing season.
IRS Tax Account Monitoring is included with Premium Personal Tax and requires a signed POA.
Does Premium include audit representation?
Premium includes notice assistance and monitoring. Formal audit or examination representation beyond notices may require a separate engagement, depending on complexity.
When does the tax planning session occur for Premium clients?
The planning session is scheduled no later than the fall of each year and focuses on accurate tax projections followed by forward-looking strategies such as withholding, estimated taxes, major life changes, and year-end planning opportunities.
Do you offer year-round support?
Yes. Both Basic and Premium clients have access to email and phone support throughout the year for tax-related questions.
How do I know which option is right for me?
If you want a reliable, streamlined filing experience, Basic may be the right fit. If you value proactive planning, monitoring, and additional protection, Premium is likely the better choice. We’re happy to help you decide.
Not sure which personal tax option fits your situation?
We’ll help you choose the right level of service based on your needs.