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Packages

Bronze Package
Currently No spots available

Is the Bronze Package Right for You?

The Bronze Package is best for clients who need accurate, timely tax filing—without the need for strategic advice or ongoing support.

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This package is a good fit if:

  • Your income is reported primarily on a W-2.

  • You do not require tax planning, estimates, or guidance.

  • You simply need to report what has already occurred—no projections, no strategy.

  • We’ll ensure your federal and state tax returns are filed properly, and nothing gets missed.

What's Included

  • Federal & State Income Tax Preparation and Filing for individuals or simple businesses (Schedule C, E, or F).

  • Intake & Organizer Process: You’ll work with our team to complete a comprehensive organizer to ensure we capture all relevant info, changes, or unusual circumstances.

  • Flexible Submission Options: Choose to drop off documents in person or securely upload them through our online portal.

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 liabilityEntity 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 $750

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

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