For individuals and businesses who need accurate, professionally prepared tax returns — without an ongoing monthly engagement. Every return reviewed by a CPA or Enrolled Agent.
Select your package and complete a brief intake form. We'll confirm within one business day.
Use our secure portal to upload W-2s, 1099s, prior-year returns, and any supporting docs — from your phone or desktop.
Your assigned CPA or Enrolled Agent reviews your return, schedules a consultation to discuss savings opportunities, and prepares the final filing.
You review your completed return, e-sign securely through the portal, and we file electronically. Done in 3–5 business days from a complete document set.
Our full-service plans include everything in Tax Prep Only — plus year-round tax planning, bookkeeping, quarterly strategy meetings, and fractional CFO services. Starting at $1,050/month.
View full-service plansPrices shown are starting rates. Final fee confirmed at intake based on return complexity. Additional schedules or forms outside standard scope may affect pricing — your advisor will confirm before proceeding. All returns prepared by credentialed CPAs and IRS Enrolled Agents. Taxes Served files for all 50 states. Pricing subject to change; locked in at engagement confirmation.
Get started today or book a free consultation if you have questions before committing.
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