$480 Includes Tax Planning

$380 Includes Tax Planning

All First Year Clients will have a first time charge of $125 You might fall in between packages and that extra item will be billed separately for your convenience. 

3 Years Catch Up

$ 600.00*

* There is an initial consultation non-refundable charge of $125.00. This includes transcripts requests and Wage and Income Statements, communications with us, plus an analysis of the situation, and recommendations. If a client does not have copies of prior years' tax returns, we must request them from the IRS. I'll grant a $50.00 invoice credit.  


  • ​Returns are not optional if they are a requirement to achieve compliance with the IRS and are part of a recommendation.


  • Price includes one state preparation. Some clients might need multiple states.


  • There is no package for those backed up for 2 years or less.


We reserve the right to update our charges 30 days in advance, and we'll bill either per form or per package based on what's more convienient for the client. You might be charged for other forms if you are not an employee, but hold self-employment income for example. Extra time and / or level of complexity might be charged. 


Package does not include FinCEN reporting or any offshore accounts reporting to either the IRS and BSA.  

Package 1

Simple Return

$280 Includes Tax Planning

Tax Packages

  • Dependents
  • More than 4 income items 
  • Schedule C complex
  • K1's
  • Itemized Deductions or Standard (choice)
  • 3 credits max
  • Multiple securities 1099-B
  • Sale of Assets
  • 2555 complex form
  • 1 state

Filing Prices for Overseas

Contractors - Catch UP

5 Years Catch Up

$800*

  • No dependents
  • up to 2 income items 
  • Standard Deduction
  • 1 credit max
  • 2555 EZ or simple
  • 1 state

Package 3

 Complex Returns

Our Tax Services 


First-time clients get an extra charge of $125.00 This covers transcript requests, wage and income statements, communications, and video consultation for the first time with a comprehensive research and course of action. A $50.00 credit will be granted on the first invoice if cilent files return with us. Otherwise, the $125.00 will be non-refundable. 


If you have any question that requires research or a pump up on the topic while you prepare your taxes, you can direct the question to my inbox

Per Question Topic $35.00 that requires research. Also, we reserve the right to change the pricing 30 days in advance or based on the degree of complexity of the form or schedule being completed. 


Uploaded files that are not in pdf format and need to be organized will be charged a $30.00 fee.


7 Years Catch Up

$1200*

  • Dependents
  • up to 4 income items 
  • Schedule C simple
  • Itemized Deduction or Standard (choice)
  • 3 credits max
  • Multiple securities 1099-B. 
  • 2555 complex form
  • IRA topics like conversions, contributions, backdoor Roth. 
  • 1 state

Package 2

 Jet Return