Offered separately from our CAS packages
Tax season, without the dread.
Careful, proactive tax preparation for practices, non-CAS clients, and individuals alike. You don’t need a monthly package to work with us: business and personal returns, filed right, with no money left on the table.
What we prepare
Business returns
S-corps & partnershipsFROM $1,400
S-corps & partnershipsFROM $1,400
Individual returns
Individuals & single-member LLCs (filed with your individual return)FROM $550
Individuals & single-member LLCs (filed with your individual return)FROM $550
Proactive tax planning
Standalone, or included in Clarity & GrowthSEE PACKAGES
Standalone, or included in Clarity & GrowthSEE PACKAGES
How it works
Four steps, fully virtual.
STEP 01
Book & share
Book your consultation, then upload last year's returns to our secure portal.
STEP 02
Review together
We review your situation, quote a flat fee, and flag anything you've been missing.
STEP 03
We prepare & file
100% paperless. You review and e-sign from anywhere; we handle the rest.
STEP 04
Plan ahead
We close with what to set aside and do differently, so next April is even calmer.
Tired of only hearing from your CPA in April?
Our CAS packages include proactive tax planning all year: Clarity plans annually, Growth plans quarterly.