Service Scope & Tiers

Service Overview & Pricing Options

Transparent, proactive professional service designed to organize your records, support ongoing compliance, and prepare filings accurately.

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Engagement Options

Select the path that matches your current situation.

Start a short inquiry to receive confirmation of scope and next steps.

Foundational

Standard Engagement

Baseline Support

Best for straightforward filings, single-year preparation, and core reporting.

  • Federal and resident state compliance
  • Direct e-filing & reporting
  • Standard deduction scoping
  • Secure portal record storage
Operational

Business & Self-Employed

Ongoing / Schedule C

Best for independent contractors, single-member operations, and regular business workflows.

  • Business income & expense mapping]
  • Contractor & 1099 reconciliation
  • Payroll & operational reporting support
  • Quarterly estimated tax scoping
Strategic

Complex / Multi-Entity

Advisory & Asset Strategy

Best for multi-entity structures, corporate returns, real estate, and special filings.

  • Multi-entity and multi-state alignment
  • Depreciation & asset schedule review
  • Corporate/partnership reporting
  • Agency notices and deadline support
1. Triage First We confirm scope and deadlines before collecting paperwork.
2. Scope & Fee Clarity Transparent terms with zero hidden fees.
3. Secure Portal Upload Sensitive records are transferred exclusively via encrypted portal.

Service Intake

Tell us what affects your filing.

Please do not include sensitive data: Do not enter SSNs, Tax IDs, bank account details, or passwords. Full documentation is collected via our secure client portal after staff review.
Which topics or situations apply?
Preferred follow-up *
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