Tax Preparation (Retainer)

$320.00
  • Individual Returns

  • Self-Employed / Small Business Returns

Engagements are customized based on complexity and advisory needs. We partner with clients seeking proactive guidance; not just year-end filing.

Add-On Services (if needed):

  • Prior-year returns

  • Schedule C optimization

  • IRS notices & correspondence

  • Clean-ups for unorganized records

*Final pricing depends on complexity, forms, and documentation)

  • Individual Returns

  • Self-Employed / Small Business Returns

Engagements are customized based on complexity and advisory needs. We partner with clients seeking proactive guidance; not just year-end filing.

Add-On Services (if needed):

  • Prior-year returns

  • Schedule C optimization

  • IRS notices & correspondence

  • Clean-ups for unorganized records

*Final pricing depends on complexity, forms, and documentation)