You have better things to do than taxes.
We specialize in personal tax preparation for the 55+ community.
Standard
$ 250
- Personal Federal Tax Return
- Up to 3 State Returns
- $1,000,000 Audit Defense
- eFiling
- Planning Ideas
-
Annual Support
Complex
- Estates/1041
- Self Employed
- Rental Properties
- 1031 Exchanges
- Day Trading
- 4+ State Returns
Our Process
Complete your organizer
This easy form asks all the important questions with no fluff.
Upload your documents
Simply snap photos, or attach scans of your tax documents.
Book a Call
Schedule a 30 minute call to fill in any gaps and provide your unique context.
Sign & File
When your return is ready, you'll be invited to electronically sign, pay, & efile your return.
Are We Right For You?
Multi-member businesses:
Corporations
Partnerships
S Corps
LLC's
Personal Taxes
Single Member Businesses
Investments
Real Estate & Rentals
Gift Taxes
Estates
Amendments
*All returns include $1,000,000 of audit defense for no additional cost*
