Personal Tax Preparation and Planning

For tax preparation, we assist individuals in filing the necessary forms for their income tax returns, including those related to agriculture (Schedule F), rental properties (Schedule E), oil and gas income (Schedule E or C), investment income (Schedule B or D), pension income, and small business income (Schedule C). For taxpayers making significant gifts, we help determine the necessity of a gift tax return (Form 709) and assist with its preparation and filing.

Tax planning can be conducted multiple times throughout the year to estimate tax payments or as a year-end review. Our goal is to help you make the most of your hard-earned money. We stay up to date with tax law changes, apply that knowledge to your tax returns, and advocate on your behalf in all tax-related matters.


Service Packages

Basic: starting at $850*

Our basic tax preparation service focuses on preparing and filing your tax returns accurately and in compliance with federal and state tax laws, giving you peace of mind that your taxes are handled correctly and on time.

What's Included:

  • Tax Return Preparation
  • Calculation of Safe Harbor Estimated Taxes
  • 20-minute tax return review meeting
  • Digital document storage

* The $850 starting fee covers the following items in your tax return preparation:

  • Federal and 1 state tax return
  • Standard or itemized deduction
  • Up to 5 W-2s
  • Up to 5 interest/dividend accounts
  • Up to 5 retirement income forms
  • 1 stock brokerage account
  • Dependent-related credits
  • Qualified business income (QBI) deduction


Essential: starting at $1,450

Our essential tax preparation service includes not only accurate and compliant tax return filing, but also year-round support for your quick tax questions. We’re here to provide clarity whenever questions arise throughout the year.

What's Included:

  • Everything in the Basic Plan, plus
  • Year-Round Access for Quick Questions
  • Assessment of IRS Tax Notices


Premium: starting at $2,500

Our premium tax service provides proactive tax planning customized to your financial goals, along with full support in handling any tax notices you may receive.

What's Included:

  • Everything in the Essential Plan, plus
  • Annual Tax Forecasting/Planning Meeting
  • Quarterly Calculation of Estimated Taxes
  • Assistance and Response to IRS Tax Notices