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Individual Tax Services

Organized tax preparation for employees, independent professionals, and investors.

Support, tailored to the details.

Explore the work we can coordinate. Your engagement confirms the scope, delivery arrangements, and supported jurisdictions.

DEFINED BASE SCOPE

Individual Tax Return

Individuals with straightforward federal filing needs.

  • One federal Form 1040 for one tax year, including a joint return where applicable
  • One resident state, up to 3 W-2s and 5 simple interest/dividend statements, standard deduction and standard dependent information
Starting from
$399/tax year
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DEFINED BASE SCOPE

Individual Tax — Investments

Scope and delivery confirmed before payment.

  • Essential individual scope plus routine itemized deductions
  • Up to 2 consolidated brokerage statements with complete basis; 100 disposals
Starting from
$649/tax year
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DEFINED BASE SCOPE

Self-employed Tax

Scope and delivery confirmed before payment.

  • One federal return, one resident state and one Schedule C from reconciled books
Starting from
$749/tax year
View package

Explore the services

Federal individual returns$399/packageState and local individual returns$149/additional state; $99/local returnSelf-employed tax returnsFrom $749/packageFreelancer and gig-worker taxesFrom $749/packageRental-income reportingFrom $199/property add-onInvestment gains reportingFrom $249/add-onEquity compensation reportingFrom $299/add-onDigital-asset tax reportingFrom $499/add-onEstimated taxes$149/calculationIndividual tax extensions$99/standaloneAmended individual returnsFrom $599/yearPrior-year individual filingsFrom $399/yearIndividual tax projectionsFrom $299/projectTax-return second opinionsFrom $249/return
Some engagements require specialist delivery or separate provider arrangements. Availability is confirmed before work is accepted.
What a tax extension does—and does not—extend
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