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Open by Appt only Tuesday through Thursday
Packages
Bronze Package
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Bronze Package — Simple & Accurate Filing
The Bronze Package is designed for straightforward tax situations where accurate, timely filing is the primary need.
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
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Federal and state income tax return preparation
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Electronic review and approval process
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Responsiveness via email or phone within 3–5 business days
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50% deposit required
Add-On Services (Available for an Additional Fee)
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Monthly accounting reconciliations for cash flow clarity.
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Payroll processing and tax reporting to keep your team compliant.
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Sales tax reporting based on state/local requirements.
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Additional federal and state filings as needed.
What's Not Included
This is a compliance-only package. It does not include:
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Tax planning or strategic advice
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Tax projections or estimates (including for sales or transitions)
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Guidance on minimizing your tax liability
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Entity structuring recommendations
If you need those services, we recommend upgrading to our Silver or Gold packages.
Pricing
Individuals: Starting at $500
1040 wth Business Schedule (Business or Farm): Starting at $800
Entities (Partnerships or Corporations): Starting at $1,200