Our Pricing
Clear Scope. Transparent Communication. No Surprises.
Our pricing is based on complexity, entity type, number of forms required, and whether planning or advisory support is included. Every engagement is scoped clearly before work begins.
W 2 Only 1040 Package
Ideal for single filers, students, or anyone with W 2 wages, standard deduction, and basic credits (EITC, child tax credit, education credits). No self employment, rentals, or investment activity. Includes e filing and a quick review by phone or email support.
Starts at $325
Standard Individual Return
Perfect for W 2 employees and retirees with Social Security, interest and dividend income, basic investment accounts, and common deductions. Includes one on one virtual review and guidance on what to expect before filing.
Starts at $450
Investor and Side Hustle Return
Designed for clients with rental properties, Schedule C income, multiple brokerage forms, or K 1s from partnerships and S corporations. Pricing increases with the number of forms, states, and complexity. Includes a dedicated review call and planning notes as needed.
Starts at $525
Business
Business Tax Preparation
Best for small businesses with straightforward activity and clean records. We prepare your federal business return and one state return, and help confirm basic estimated tax payments for the year. If records need cleanup or multiple states apply, pricing adjusts accordingly.
Starting at $725 (clean books)
Business Return plus Quarterly Support
For owners who want more visibility during the year. Includes tax return preparation plus quarterly estimated tax calculations and check ins to reduce surprises at filing time.
Starting at $1,200 per year
Tax Planning and Advisory
For business owners who want proactive strategy, not just filing. Ideal for entity planning, compensation strategy, major purchases, and year round tax saving opportunities. Available as a one time session or ongoing support.
Starting at $750
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.