Personal Tax Preparation Services

Basic 1040 or 1040-SR

• Includes:

• ​1040 or 1040-SR Tax Prep

• Standard Deductions

• Up to two W-2's, 1099, or SSA

• One return-related email response

• Up to one state (CA, NY, HI, MA additional charge of $100)

• Additional states, add $50

• Form 9325 Confirmation of filing included

• TaxDome client portal for 24/7 secure access

• TaxDome client app

• Electronic copy of return

• Audit Insurance Protection through Protection Plus+ Included

• Starting at $250

Essentials 

• Includes:

• ​1040 or 1040-SR Tax Prep

• Standard Deductions

• Up to three W-2's, 1099, or SSA,

• Simple Schedule C (ie, ticket sales)

• Forms 8606, 8812

• Schedule B or F

• Schedule E is available at an additional charge

• Two return-related email responses

• Up to two states 

• Additional states can be added

• In-Depth Review Available

• Form 9325 Confirmation of filing included

• TaxDome client portal for 24/7 secure access

• TaxDome client app

• Electronic copy of return

• Audit Insurance Protection through Protection Plus+ Included

• Starting at $775

Plus

• Includes:

• ​1040 or 1040-SR Tax Prep

• Standard Deductions

• Up to four W-2's, 1099, or SSA,

• Simple Schedule C (ie, ticket sales)

• Forms 8606, 8812, 1116, 8829, 8949, 8959, 8960, 8995

• Schedule B or F

• Schedule E is available at an additional charge

• up to three K-1's

• Two return-related email responses

• Up to three states 

• Additional states can be added

• In-Depth Review Available

• Form 9325 Confirmation of filing included

• TaxDome client portal for 24/7 secure access

• TaxDome client app

• Electronic copy of return

• Audit Insurance Protection through Protection Plus+ Included

• Starting at $1250

Extension Request

Our Personal Tax Extension service ensures you receive additional time to file your tax return without added stress. If you need more time to gather documents, resolve tax questions, or navigate life’s unexpected delays, we can prepare and submit your federal and state extension filings on your behalf. While an extension gives you extra time to file, it does not extend the time to pay—so we’ll also help you estimate any payments needed to stay compliant and avoid penalties.

+ Additional Advisory Packages

**COMING SOON**

Estimate Vouchers

If you earn income without tax withheld (for example, self-employment, investments, or rental income), you might need to submit estimated tax payments during the year. For federal taxes reported to the Internal Revenue Service (IRS), the general due dates for the 2026 tax year are April 15, June 15, September 15, 2026, and January 15, 2027. 

For the Commonwealth of Virginia, individuals making estimated payments via Form 760ES should plan for due dates of May 1, June 15, September 15, and the final payment by January 15 of the following tax year. 

Missing or underpaying estimated taxes may lead to penalties, so including these dates in your tax-planning calendar is smart.

Revisions & Amendments

If you discover missing information, receive additional tax documents, or notice an error after filing, a revised or amended tax return may be needed to ensure your records are accurate and compliant. Our amended return service allows us to correct your original filing—whether it involves income, deductions, credits, or personal details—by preparing and submitting the appropriate federal and state amendment forms. We handle the process with care and clarity, helping you understand any changes, potential impacts, and next steps so your tax situation remains fully up to date.

Mid-Year & End of Year Planning Consultations

Mid-year and end-of-year tax consultations give clients the opportunity to plan ahead rather than react after the fact. Meeting mid-year allows us to review income changes, business activity, withholding, deductions, and life events while there’s still plenty of time to adjust course. An end-of-year session helps identify final strategies—such as timing income, maximizing deductions or credits, making retirement contributions, and planning for estimated taxes—that can significantly reduce surprises and keep tax liability as low as possible.

These check-ins help prevent underpayment penalties, uncover missed opportunities, and keep your tax picture aligned with your financial goals. By planning proactively instead of waiting until filing season, clients often save money, reduce stress, and gain confidence that their taxes are on the right track year-round.

48-Hour Rush Upgrade

For clients who need their return completed quickly, we offer a 48-hour rush option for an additional fee. To begin this expedited service, all required tax documents and the full retainer must be submitted in advance. Once received, your return is prioritized and completed within two business days, ensuring fast, accurate filing when time matters most.

Paper Filing

For clients who prefer or require a traditional approach, we offer a Paper Filing Service to prepare and submit your tax return by mail. We handle all printing, assembly, and mailing requirements to ensure your documents meet IRS and state formatting guidelines. This option provides a reliable alternative to electronic filing, giving you a complete, ready-to-mail package with clear instructions and confirmation once your return has been dispatched.

3rd Party Verification Letter

We provide professionally prepared third-party verification letters to meet requests from lenders, landlords, financial institutions, and other organizations that require confirmation of your tax information. These letters are customized to your specific needs and are based on the documentation you provide and information on file. Whether you need income verification, filing confirmation, or other tax-related verification, our team ensures the letter is accurate, timely, and compliant with disclosure guidelines.

All other requests... 

​If you’re unsure what services you need or have a request that doesn’t fit neatly into a category, we’re here to guide you. Whether you have general questions, unique tax concerns, or simply don’t know where to begin, our team will help you understand your options and point you in the right direction. No matter the situation, you can rely on us for clear answers, supportive guidance, and a personalized approach that meets your needs.