Are you thinking about preparing your own tax return?

If you have only 1 or 2 W2's, single, and no dependents, that is probably a good idea, but if you have other sources of income, a side gig, itemized deductions, dependents, scholarships, etc, if you received additional forms besides a W2, you have a more complicated situation and you will find benefit from using a professional tax preparer. 

Additionally, like it or not, the changes to the tax code made of what was a relatively simple tax return a complicated one. The new tax law has brought a lot of confusion, and, for at least a few years, we won't have clear rules. The IRS is still providing guidance in many of the changes, and it will take time to get all the information clarify. 

It is so easy to miss deductions or credits to which you are entitled, or you are not sure about what income should be in your tax return. Even with a good tax software there are opportunities that could be miss if the right pair of eyes is not checking twice your tax return preparation.


After completing our questionnaire we are able to provided you with a good estimate of our fees. These fees are made on an estimation of the time it will take us to prepare, review, and finalize the return or project based on the complexity of the services needed. Once we have all the documentation require to complete the tax return we will provide you with our final fee knowing your unique tax and accounting needs.

We require a deposit of $35 dollars to set up your client portal account to submit all the information to prepare the tax return. This deposit will be applied to your final invoice. 

Some examples of our pricing:

* Personal Federal Income Tax Preparation $180 – $225 (no additional schedules)

* Personal Federal Income Tax Preparation $215 – $265 (with schedule B)

* Personal Federal Income Tax Preparation $250 – $305 (with schedule D)

* Personal Federal Income Tax Preparation $305 – $385 (with schedule E)

* Personal Federal Income Tax Preparation $325 – $405 (with schedule C)

Prices included 1 state and e-filing.

We offer a 10% discount for those who send us all required documents at least 30 days before the due day of the tex return



After receiving your answers we can give you a price estimate and also an estimate of when your return can be ready to file.

Approve our quote, sign an agreement and pay the deposit. Now, we need you to complete the organizer and send us your data

We developed and online easy to fill organizer. Although it will take time to complete, this will works as a reminder of all the events that have tax implications.  

You will received an invitation to use our secure portal. You can also use this link to upload your documents.

We start reviewing your documents and uploading the information into our tax software. We might need to contact you with additional questions

We are ready to show you your tax return, you can ask any question you may have. If anything needs to be update we will do it and schedule another call.

You will received some forms to sign, and your final invoice. We will e-file your tax return, a copy will be available in our portal for future access. 


Our client portal uses bank level encryption to protect your data. Additionally, it provides us with a great flexibility to offer our services without the need of travel or making appointments.

With our Client Portal you can:

  • Upload your tax documents (W-2, 1098’s, 1099’s, etc.)

  • Access your tax returns, tax documents & payment vouchers anytime, anywhere

  • Sign your e-file forms right on your computer or mobile device

  • Enjoy secure storage of and access to all your tax information since you’ve been my client

  • 256 bit bank level encryption at all points of data access which is far more secure than e-mail

  • No additional charge and valuable savings in time


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