Individual tax preparation · Federal and multi-state

Your largest annual expense deserves more than one look.

Individual returns, prepared with a plan behind them — so April brings no surprises.

Taxes should be easy. Savings should be easier. Let April be Zen.

The service

Tax planning & prep in one experience

Early planning before filing so no money stays on the table.

01

Federal & multi-state individual returns

02

Tailored tax plan with estimates of potential savings

03

Digital native experience from onboarding to filing

The process

Four steps

May – Jan
Feb – Mar
April
01

Send your documents securely.

Upload what you have. We’ll tell you if anything is missing.

02

We build your tax plan before you file.

We look for savings, catch missed deductions, and make sure nothing is left on the table.

03

We prepare it, then walk you through it.

You’ll see the numbers and understand where they came from.

04

You e-sign. We file.

No printing or mailing, all handled through your personalized client portal.

Pricing

Flat fee.
From start to finish.

$100

At start of engagement.

We will share a tax plan with potential savings before we file your taxes.

$250

Upon filing in April with the proposed changes.

Get 10%, Give 10%. Bring a friend and you both get 10% off your final filing fee. No Cap.

Get started

Let’s talk.

Fifteen minutes is enough to see what you need and what it will cost.

Book a 15-minute call