Ready to turn tax season into a breeze? Let us handle the numbers while you sit back and plan your next adventure! With our tax preparation services, worry less and laugh more.
A brief introductory consultation to discuss your tax needs and determine the appropriate FirmBiz service. This session is informational only and does not include tax preparation or document review.
Notes:
Complimentary consultation
Designed to set expectations and guide next steps
Paid tax reviews require an upfront, non-refundable fee
Investment: Complimentary no purchase required for consultation.
Appointment Length: 15 minutes
Best for: W-2 filers and simple tax situations
Includes:
Scheduled 30-minute appointment
Intake reviewed in advance
Review of client intake and uploaded documents
Basic return assessment and filing guidance
Identification of eligible standard credits and deductions
Includes: One scheduled virtual appointment plus email/text support.
Investment:$75 (non-refundable) 50% towards final prep fee.
Appointment Length: 30 minutes
Best for: 1099 income, gig workers, and small business owners.
Includes:
Scheduled 45-minute appointment
Review of business or gig income
Expense and deduction discussion
Mileage or vehicle expense overview
Estimated tax considerations if applicable
Includes: One scheduled virtual appointment plus one 15 minute follow-up meeting if needed.
Investment: $125 (non-refundable) 50% towards final prep fee
Appointment Length: 45 minutes
Best for: Multiple income sources or more complex tax needs
Includes:
Scheduled 60-minute appointment
Full intake and document review
Filing preparation and submission support
Credit and deduction optimization review
Includes: One scheduled appointment plus up to two 15 minute follow-up meetings as needed.
Investment:$175 (non-refundable) 50% towards final prep fee
Appointment Length: 60 minutes
No results match your search. Try removing a few filters.
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!