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Packages

Bronze Package
Currently No spots available

Bronze Package — Simple & Accurate Filing

The Bronze Package is designed for straightforward tax situations where accurate, timely filing is the primary need.

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How it helps you plan for tomorrow

While this package does not include planning, accurate filing helps you stay compliant and avoid issues down the road.

What's Included

  • Federal and state income tax return preparation

  • Electronic review and approval process

  • Secure portal or office drop-off

  • Responsiveness within 3–5 business days

  • No deposit required

What's Not Included

This is a compliance-only package. It does not include:

  • Tax planning or strategic advice

  • Tax projections or estimates (including for sales or transitions)

  • Guidance on minimizing your tax liability

  • Entity structuring recommendations

 

If you need those services, we recommend upgrading to our Silver or Gold packages.

Pricing

​​Individuals: Starting at $500

1040 with a Businesses (Schedule C, E, or F): Starting at $800

Entities (Partnerships or Corporations): Starting at $1,200

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