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: 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
Completion of the client intake and submission of all required documents via the client portal is required before services can be rendered.
