Tax Preparation

Tax Prep-In Season
Our Basic Package is the perfect choice for individuals who need straightforward and reliable tax preparation services. With this package, weʼll handle your current tax returns with precision and expertise, ensuring that you receive the maximum refund or minimize any amount owed. Our streamlined process makes tax preparation a breeze, allowing you to focus on what matters most to you. Say goodbye to the stress of tax season and trust us to take care of your individual income tax preparation.
Tax Preparation – In Season Pricing
Tax Returns prepared for the current year, in the current filing season, Feb-Apr 15th. For example, preparing your 2024 tax return in Feb 2025 – Apr 15, 2025.
Mini
$189
Filing Status: Single
State Returns: 0
Standard Deduction
Income Items: up to 2
Business Items: none
Credits, Adjustments, Other: none
Lite
$309
Filing Status: Any
State Returns: 1
Standard Deduction
Income Items: up to 5
Business Items: none
Credits, Adjustments, Other: 2
Plus
$479
Filing Status: Any
State Returns: 1
Standard or Itemized Deduction
Income Items: up to 10
Business Items: 1
Credits, Adjustments, Other: 5
Premium
$709
Filing Status: Any
State Returns: 2
Standard or Itemized Deduction
Income Items: up to 16
Business Items: 3
Credits, Adjustments, Other: 7
*** See below for a description of Income, Business, Credit, Adjustment & Other Items
Tax Preparation – Extension
Our Extended Package is designed for individuals with more complex tax situations. Whether you need to file extended tax returns or have back filings to submit, weʼve got you covered. Our experienced team understands the nuances of tax regulations and will ensure that your extended or back filings are completed accurately and efficiently. With our thorough approach, you can have peace of mind knowing that your tax obligations are being handled with the utmost care. Let us simplify the process and help you get up to date with your taxes.

Tax Preparation – Extension Pricing
Tax Returns prepared for the current year, after the current filing season, Apr 16th – Oct 15th. For example, preparing your 2024 tax return between Apr 16th 2025 – Oct 15th 2025.
Mini
$149
Filing Status: Single
State Returns: 0
Standard Deduction
Income Items: up to 2
Business Items: none
Credits, Adjustments, Other: none
Lite
$259
Filing Status: Any
State Returns: 1
Standard Deduction
Income Items: up to 5
Business Items: none
Credits, Adjustments, Other: 2
Plus
$399
Filing Status: Any
State Returns: 1
Standard or Itemized Deduction
Income Items: up to 10
Business Items: 1
Credits, Adjustments, Other: 5
Premium
$589
Filing Status: Any
State Returns: 2
Standard or Itemized Deduction
Income Items: up to 16
Business Items: 3
Credits, Adjustments, Other: 7
*** See below for a description of Income, Business, Credit, Adjustment & Other Items

Back Filings (and Amendments)
Our Back Filings service is tailored for individuals who have fallen behind on their tax returns. We understand that catching up can feel overwhelming, but rest assured that we specialize in navigating the complexities of back filings. Whether you have one year or several years of unfiled taxes, weʼll work diligently to bring you up to date and in compliance with the IRS. Our goal is to minimize any potential penalties and help you move forward with confidence. Let us handle the process, allowing you to focus on the present without the burden of past filings looming over you.
Tax Preparation – Back Filings (and Amendments)
Tax Returns prepared anytime after the Oct 15th deadline. For example, preparing your 2022 tax return in May 2024. Note: Back Filings are prepared between May-Dec each year.
Mini
$209
Filing Status: Single
State Returns: 0
Standard Deduction
Income Items: up to 2
Business Items: none
Credits, Adjustments, Other: none
Lite
$349
Filing Status: Any
State Returns: 1
Standard Deduction
Income Items: up to 5
Business Items: none
Credits, Adjustments, Other: 2
Plus
$529
Filing Status: Any
State Returns: 1
Standard or Itemized Deduction
Income Items: up to 10
Business Items: 1
Credits, Adjustments, Other: 5
Premium
$789
Filing Status: Any
State Returns: 2
Standard or Itemized Deduction
Income Items: up to 16
Business Items: 3
Credits, Adjustments, Other: 7
*Additional charges apply if original tax documents are not available
*** See below for a description of Income, Business, Credit, Adjustment & Other Items

Here’s a FREEBIE:
5 Questions to Ask Any Tax Preparation Firm
Before Paying Them a Dime
r FREE Guide:
Questions to Ask Any Tax Preparation Firm Before Paying Them a Dime
Additional Services
Installment Agreements
Sometimes you need a little time to pay. Let us set these up correctly.
Bookkeeping
Keep your business’ books on the straight and narrow. This service is provided from May-Jan.
Amended Tax Returns
Correcting error and omissions to keep the IRS off your back.
Remove IRS Penalties
Many penalties can be reduced or removed. Don’t overpay the IRS!

Happy Customers
I used Jeff for my taxes last year and I was very pleased with both his prices and knowledge of tax laws. I procrastinated doing my taxes this year and wound up using Turbo-Tax. This was a big mistake and I will be using Jeff in the future. There are many changing laws that the average person cannot keep up with and one mistake can get you into a lot of trouble.
M&S Doran
Tax Return Items
Income:
- W-2
- W-2 G
- 1099-B
- 1099-G
- 1099-INT
- 1099-MISC
- 1099-NEC
- 1099-R
- 1099-S
- SSA-1099
Business:
- Self Employment Sch C
- Rental Property
- Form K-1
Adjustments & Other:
- IRA Contribution
- Student Loan Interest
- HSA Account
- Estimated Taxes
Credits:
- Each Child or Other Dependents
- Earned Income
- Education
- Energy
- Electric Vehicle
- Childcare Expenses
- Qualified Retirement Savings Contribution