Tax Preparation Investment

Pricing for Our Services

Tax Preparation: A Strategic Approach to Filing

Tax preparation isn’t just about filing forms—it’s about strategic execution. At our firm, we specialize in working with business owners, high-income earners, and real estate investors to ensure every eligible deduction, credit, and opportunity is utilized to help reduce their tax liability. We take the time to understand what’s already happened financially throughout the year and apply our expertise to optimize the outcome based on your current position. It’s a smart, compliance-driven process with a strategic mindset—focused on helping you legally keep more of what you’ve earned.
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Tax Preparation Process

The complete process—from the initial phase to successful e-filing—typically takes 45 days. Starting early ensures timely filing and reduces the risk of last-minute issues.
1
Upload Tax Documents
Submit your tax documents to our secure portal during onboarding.
2
Tax Return Preparation
Your return is thoroughly reviewed by our team and finalized by a licensed US-based CPA, who may request additional information if needed.
3
Review & Approve
A US-based CPA will review your return with you. Once satisfied, you approve it.
4
E-Sign and Invoicing
E-sign your return and settle the remaining invoice balance.
5
E-Filing & Confirmation
Your return is e-filed. Once accepted, you'll be notified, and all documents will be available in your secure portal.
Our Services

Customized Pricing to Match Your Requirements

Basic Tax Return Package

$497+

Note: Additional calls beyond the final review
Get Started

Services:

Best For:
  • Simple returns that still require professional review
  • Dependents or young adults
Preparation for:
  • 2 W-2s
  • 1 State Return
  • 1 K-1s
  • 1 Existing Rental Property (Not Newly Acquired)
  • 1 1099
  • Final Call to Review Tax Return Before Submission
  • Calculation of Estimated Taxes owed for Next Year
  • Filling of Tax Extension (If Applicable)
Ohio State Return Add-On - $99
Note: No Tax Planing, strategy, advisory, or resource included

Individual Federal Tax Return

$997+

Unlimited CPA Guidance
Get Started

Services:

Tax Filing
Standard Deductions and Credits
Deduction Optimization
Tax Planning Recommendations
Consultation
Filing for Extensions
Amendments
Post-Filing Support
Client Portal Access

Partnership Federal Tax Return

$1,997+

Unlimited CPA Guidance
Get Started

Services:

Preparation of Federal Partnership Tax Return (Form 1065)
Schedule K-1 Preparation for Partners
Reporting of Partnership Income, Deductions, and Credits
Deduction Optimization for Business Expenses
Tax Planning Recommendations (If Requested)
Filing of Extension (If Needed)
Post-filing Support for IRS Inquiries
Secure Client Portal Access for Document Review and Communication

S-Corp Federal Tax Returns

$2,097+

Unlimited CPA Guidance
Get Started

Services:

Preparation of Federal S-Corp Tax Return (Form 1120S)
Schedule K-1 Preparation for Shareholders
Reporting of S-Corp Income, Deductions, and Credits
Deduction Optimization for Business Expenses
Tax Planning Recommendations (If Requested)
Filing of Extension (If Needed)
Post-Filing Support for IRS Inquiries
Secure Client Portal Access for Document Review and Communication

C-Corp Federal Tax Returns

$2,497+

Unlimited CPA Guidance
Get Started

Services:

Preparation of Federal C-Corp Tax Return (Form 1120)
Reporting of C-Corp Income, Deductions, and Credits
Deduction Optimization forBusiness Expenses
Tax Planning Recommendations (If Requested)
Filing of Extension (If Needed)
Post-Filing Support for IRS Inquiries
Secure Client Portal Access for Document Review and Communication

Individual Federal Tax Return

$997+

Unlimited CPA Guidance
Get Started

Services:

Tax Filing
Standard Deductions and Credits
Deduction Optimization
Tax Planning Recommendations
Consultation
Filing for Extensions
Amendments
Post-Filing Support
Client Portal Access

Partnership Federal Tax Return

$1,997+

Unlimited CPA Guidance
Get Started

Services:

Preparation of Federal Partnership Tax Return (Form 1065)
Schedule K-1 Preparation for Partners
Reporting of Partnership Income, Deductions, and Credits
Deduction Optimization for Business Expenses
Tax Planning Recommendations (If Requested)
Filing of Extension (If Needed)
Post-filing Support for IRS Inquiries
Secure Client Portal Access for Document Review and Communication

S-Corp Federal Tax Returns

$2,097+

Unlimited CPA Guidance
Get Started

Services:

Preparation of Federal S-Corp Tax Return (Form 1120S)
Schedule K-1 Preparation for Shareholders
Reporting of S-Corp Income, Deductions, and Credits
Deduction Optimization for Business Expenses
Tax Planning Recommendations (If Requested)
Filing of Extension (If Needed)
Post-Filing Support for IRS Inquiries
Secure Client Portal Access for Document Review and Communication

C-Corp Federal Tax Returns

$2,497+

Unlimited CPA Guidance
Get Started

Services:

Preparation of Federal C-Corp Tax Return (Form 1120)
Reporting of C-Corp Income, Deductions, and Credits
Deduction Optimization forBusiness Expenses
Tax Planning Recommendations (If Requested)
Filing of Extension (If Needed)
Post-Filing Support for IRS Inquiries
Secure Client Portal Access for Document Review and Communication

Add Ons:

$397

Per State

$397

Per City

$397

Audit Rep

$397

Cost Seg

$297

From 8832
Area of Expertise

Trusted by Clients in All 50 States Nationwide

Our nationwide reach is built on consistent results, expert guidance, and relationships that last. Wherever you are, we’re here to support your goals.
Total Clients
1,000
+
Tax Saving Strategies
300
+

Tools to Power Your Tax Strategy

We’ve built an entire library of tax planning tools for real estate investors, business owners, and high-income earners—and now, you can get a sneak peek.‍

This free sample includes select checklists and planning guides designed to help you save more, plan ahead, and make confident decisions throughout the year.‍

Want a preview of what’s inside? Drop your email and we’ll send the sample straight to your inbox.
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