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
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