Tax Return Preparation
Review fee estimates, upload documents securely, and track your return progress online with an Enrolled Agent.
Deposit Schedule
How to Get Started
$275
Form 1040 Standard Deposit
1. Review fee guidelines or use the Fee Estimate Calculator. Optionally, schedule a 15-minute discovery call.
50%
Deposit required for complex 1040 returns
3. Complete tax organizers and upload all tax documentation directly to your encrypted portal folder.
$500
Business Tax Return Deposit
4. Attend an optional return-review appointment prior to final filing or request a video walk-through of your return.
All bookkeeping and financial statements must be fully completed and finalized prior to scheduling your tax return-review appointment.
Tax Consultations
Strategic Tax Planning
One-on-one professional consultation for complex tax questions, career shifts, investments, or business structural moves.
Detailed tax blueprint created by Enrolled Agents to minimize federal and state tax exposure throughout the tax year.
How to Get Started
How to Get Started
1. Select your preferred consultation type, schedule your appointment time, and submit payment.
1. Order your Custom Tax Plan, access your client portal, upload prior returns, and complete the planning organizer.
2. Access your portal account and upload all pertinent prior tax returns and notices at least 48 hours prior to the call.
2. Receive your completed plan within 1–3 business days, followed by an optional strategy review call with an Enrolled Agent.
Clear guidance and structured pathways for resolving tax balances, IRS notices, audit letters, and transcript analyses.
Full-Service Debt Relief
DIY IRS Relief Blueprint
Audit & Notice Consultation
Comprehensive legal and administrative representation for high-balance or multi-year tax liabilities.
For smaller amounts of debt, you can order the Guided resolution framework for taxpayers managing straightforward installment agreements or penalty relief independently.
One-time intensive evaluation focused on immediate IRS letters, compliance verification, and action plans.
$50,000+
Guidance tax debt threshold
Includes notice review, recommended formal response, and complete transcript evaluation.
Includes step-by-step instructions, transcript filing templates, and direct guidance.
Typical full-service fees range from $5,000 to $25,000 based on case complexity.
Please Note: Specific outcome reductions or settlement amounts cannot be guaranteed by law. All debt resolutions depend strictly on official IRS eligibility standards and financial verification.
Bookkeeping, ITIN & Formation
Complete operational support to keep your business financial records accurate and fully compliant.
Bookkeeping Services
ITIN Services (CAA)
Business Formation
Monthly account reconciliation, profit and loss management, and financial statement production essential for tax preparation.
Certified Acceptance Agent filing for individuals who need an Individual Taxpayer Identification Number without mailing original passports.
Turnkey LLC registration, corporate filing, Articles of Organization, and Federal Employer Identification Number (EIN) acquisition.
Access full fee schedules and step-by-step guidance for setting up your business entity. We believe in complete upfront transparency for tax preparation and corporate planning.
Pricing Catalog
Entity Formation Guide
Review transparent fee breakdowns for individual 1040 filings, complex dual-status returns, and ongoing tax strategy packages with zero hidden fees.
Compare LLC, S-Corp, and C-Corp structures to select the right fit for your new business, state filings, and long-term tax optimization strategy.
