Services & Pricing
Clear expectations.
No surprise add-ons.
Instead of a tiered “menu,” pricing depends on your complexity and the level of support needed. You’ll always know the scope and price before we start.
Typical Engagements
$300-$600
- Direct communication with your preparer (no call centers)
- Careful review so you don’t miss deductions or overpay
- Self-employed support for income/expenses and what to track
- Clear scope + pricing confirmation before we proceed
Simple W-2 returns? Yes, we do those too. Contact us for a custom quote.
Tell Me About Your TaxesOutcomes You Can Expect
- Peace of Mind: We don't just 'drop and hope' - we build a tax return that stands up to scrutiny.
- Clarity: We translate IRS letters and confusing tax code into plain English.
- Strategy: We don't just record history; we help you prepare for next year.
- You get direct access to me-not a data-entry clerk or a call center. Your financial life deserves a real partner.
Best for Self-Employed
- We help you claim valid business expenses
- Reduce “surprise tax bills” with better planning
- Guidance on estimated taxes (when needed)
- Support as your income gets more complex over time
CLEAR COMMUNICATION • HANDS-ON SUPPORT • ACCURATE FILING
How the Tax Filing Process Works
Simple process. Clear expectations. No endless back-and-forth.
Free Consultation
We’ll review your situation and what you need help with, then confirm scope and a clear quote.
Confirm Scope
You’ll know what’s included and what to upload - with a clear plan for next steps.
Upload Documents
Send your documents using the method that’s easiest for you. We’ll confirm what we received and what’s missing.
Prepare & File
We prepare carefully, answer questions, and e-file once everything is confirmed.
Tax Season 2026 - Personal Filing
Whether your return is simple today or includes self-employed income, the goal is the same: accuracy, clarity, and support you can actually rely on.
Client Stories
"The whole process was very smooth and well organized. Kevin was super communicative and very easy to work with!"
"Pricing was upfront and the filing was smooth. A huge upgrade from doing it myself."
About
I believe self-employed individuals and growing families deserve the same level of tax strategy as big corporations-without the intimidation factor. When you work with me, you aren't passing your financial life to a data-entry clerk. You are working with a partner who understands where you are today, and where you want to be next tax season.
Whether you are filing your first Schedule C or just want a W-2 filed correctly without the headache, I’m here to help you keep more of what you earn.