Early-bird 2025 offer: Small-business owners save 15% on business tax prep when you onboard by January 31.

Tax Pricing

Clear, straightforward packages for individuals and businesses to fit your tax prep needs.

Our Pricing

Simple, clear packages for individual and business tax prep.

Individual

Simple 1040 Package Ideal for single filers, students, or anyone with only W-2 wages, standard deduction, and no schedules beyond the basic credits (EITC, child tax credit, education credits, etc.). No itemized deductions, no investments, no self-employment. Fast, accurate e-filing with a quick review call or email support. Fixed price: $395
Standard Individual Returns Perfect for W-2 employees, retirees receiving Social Security, interest/dividend income, and straightforward investment accounts. Includes a one-on-one virtual review and tax-planning session with one of our CPAs. Children’s returns are discounted when filed with a parent. Fixed price $595
Investor & Side-Hustle Returns Designed for clients with rental properties, Schedule C businesses, consulting income, or multiple K-1s from partnerships and S-corporations. Price increases with the number of schedules and forms required. Also includes a dedicated planning call with your CPA. Fixed price $795

Business

Basic Tax Preparation Perfect for 1-2 owner operations with simple setups and under $500K in revenue. We review your clean books for accuracy, prepare your federal 1120-S, one state return (up to 2 K-1s), basic quarterly estimates, and handle year-end e-filing. Includes one 30-minute strategy call to align on compensation and quick wins. Starting at $995
Standard Tax Preparation Ideal for 3-4 owners seeking quarterly visibility and planning tweaks. Builds on Basic with adjusting entries for optimized deductions, an annual financial review meeting (45 minutes), and quarterly estimate check-ins via email or quick 15-minute call. We ensure your books are tax-ready without the hassle. Starting at $1,575
Growth Tax Preparation Tailored for scaling businesses between $500K-$1M in revenue, with active quarterly guidance to fuel expansion. Includes everything in Standard, plus four 30-minute quarterly planning calls, cash flow projections, entity optimization advice (like LLC vs. S-Corp), multi-state compliance support, and a bonus mid-year tax savings audit. Starting at $2,475

While our core tax packages include preparation, filing, and built-in strategy, many clients choose to add one or more of these high-impact services for even greater savings and clarity. Contact for custom pricing

Entity Selection & Restructuring Review Deep-dive analysis of LLC vs. S-Corp vs. C-Corp (or partnership) to determine the structure that legally minimizes self-employment and corporate taxes. Includes reasonable compensation study, projected 3-year savings estimate, and step-by-step election guidance.
Payroll & Contractor Compliance Monthly/quarterly payroll processing, W-2 & 1099-NEC filings, and worker classification review to keep you 100% IRS- and Illinois-compliant.
IRS or State Notice Resolution We step in as your representative, handle all correspondence, and resolve audits, liens, or payment plans—usually without you ever speaking to the IRS.