Individual Tax Returns
Your personal taxes, done right.
Year-round CPA access, accurate 1040 preparation, and no surprise bills at tax time.
Pricing
Simple monthly pricing
Individual tax services on a monthly subscription — starting at $45/month. No surprise bills at tax time.
$45/mo
starting at
Pricing varies based on complexity. Book a free 15-minute call and we'll tell you exactly what your situation costs.
More than just a return
Most tax preparers hand you a finished return and disappear. We stay available year-round so you can ask questions, plan ahead, and avoid surprises.
Who we help
W-2 employees with complexity
Multiple income sources, stock options, rental income, or a side business — we make sure everything is reported correctly and you're not leaving deductions on the table.
Freelancers and 1099 contractors
Self-employment income, quarterly estimates, home office, and business expenses — we handle the full picture so you're not overpaying self-employment tax.
S-Corp owners filing personally
Your S-Corp return and personal 1040 are connected. We prepare both together so nothing falls through the cracks between your business and personal filings.
People who moved states
Part-year returns and multi-state filings are more complex than they look. We get them right the first time.
What's included
Federal and state 1040 preparation
Accurate, reviewed, and filed on time — or extended when that's the right move.
Deduction review
We go through your situation to make sure you're claiming everything you're entitled to.
Quarterly estimate guidance
If you have self-employment or investment income, we calculate what you should be paying each quarter.
Year-round CPA access
Questions don't only come up in April. Reach out any time through the client portal.
Start with a free 15-minute call.
We'll talk through your situation and let you know exactly what we'd handle.