Personal Tax Preparation Services
Our Personal Tax Preparation Services are designed to make filing your return simple, accurate, and stress-free. We handle the details—from gathering required information to preparing and electronically filing your return—so you can feel confident everything is completed correctly and on time. Whether your tax situation is straightforward or requires additional attention, we provide clear guidance, dependable support, and a personalized experience tailored to your financial needs.
Includes:
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Personal Income Tax Return 1040 or 1040-SR
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Up to two W-2’s, no other forms or schedules
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24/7 access to a secure client portal with a mobile app for clients to upload all support docs, review work, and communications.
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Digital copy of all completed work with Loom review/preparer’s notes
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Protection Plus + Audit Protection Insurance
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9325 confirmation of filing provided for your records
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1040 or 1040-SR with standard deductions with one state return* is the base return used for each model/fee structure.
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All additional work will be billed at a rate of $250/hr when necessary
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Starting at $250
Includes:
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Personal Income Tax Return 1040 or 1040-SR
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Up to two W-2’s, no other forms or schedules
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Schedule 1,2, or 3.
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Schedule B or F.
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Up to one return-related email
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Form 8812.
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24/7 access to a secure client portal with a mobile app for clients to upload all support docs, review work, and communications.
-
Digital copy of all completed work with Loom review/preparer’s notes
-
Protection Plus + Audit Protection Insurance
-
9325 confirmation of filing provided for your records
-
1040 or 1040-SR with standard deductions with one state return* is the base return used for each model/fee structure.
-
All additional work will be billed at a rate of $250/hr when necessary
-
Starting at $750
Includes:
-
Personal Income Tax Return 1040 or 1040-SR
-
Up to two W-2’s, no other forms or schedules
-
Schedule 1,2, or 3
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Schedule B or F
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Simple Schedule D
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Schedule C or E (rental only)
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Up to two return-related email
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24/7 access to a secure client portal with a mobile app for clients to upload all support docs, review work, and communications.
-
Digital copy of all completed work with Loom review/preparer’s notes
-
Protection Plus + Audit Protection Insurance
-
9325 confirmation of filing provided for your records
-
1040 or 1040-SR with standard or itemized deductions with two state return* is the base return used for each model/fee structure.
-
All additional work will be billed at a rate of $250/hr when necessary
-
Starting at $950
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Deluxe & Premium Advisory Services Available, Bundle & Save!
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Includes:
-
Personal Income Tax Return 1040 or 1040-SR
-
Up to two W-2’s, no other forms or schedules
-
Schedule 1,2, or 3
-
Schedule B or F
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Schedule D
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Schedule C/ Sole Prop.
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Schedule E (rental only, all others based complexity)
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Up to two return-related email
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8812, 8606, 1116, 8829, 8949, 8959, 8960, 8995
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Up to three K-1's
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24/7 access to a secure client portal with a mobile app for clients to upload all support docs, review work, and communications.
-
Digital copy of all completed work with Loom review/preparer’s notes
-
Protection Plus + Audit Protection Insurance
-
9325 confirmation of filing provided for your records
-
1040 or 1040-SR with standard or itemized deductions with two state return* is the base return used for each model/fee structure.
-
All additional work will be billed at a rate of $250/hr when necessary
-
Starting at $1250
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Deluxe & Premium Advisory Services Available, Bundle & Save!
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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
Deluxe Personal Advisory
Can be added to Essentials or Plus Personal Tax Prep Services. Includes extension filing, same year revisions or amendment if needed, mid-year consult, in-depth review, 3-Year comparison summary, estimated payment vouchers with reminders, access to monthly open forum group Zoom, end of year workshop, all events, up to one free dependent return, up to two additional questions per year. Bonus: up to one additional consult. A $3350 Value. Offered at $1500 or $200/month
Premium Personal Advisory
Can be added to Essentials or Plus Personal Tax Prep Services. Includes extension filing, same year revisions or amendment if needed, in-depth review, 3-Year comparison summary, estimated payment vouchers with reminders, access to monthly open forum group Zoom, end of year workshop, all events, up to two free dependent returns, up to four additional questions per year. Bonus: Qtrly Consults, Priority Service & Communication. A $5450 Value. Offered at $2500 or $250/month
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.
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 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.
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.
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.
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.
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.