Individual Service Packages

(1040)

Flexible pricing for clients of all types.

2026 Individual Pricing

Standard Package minimum is $400

Gold Package minimum is $600

Platinum Package minimum is $1,100

-The minimum fees cover most standard situations. They do not include Sch C, E, K-1's, Sch D, 1031 Exchanges, or other complex forms. If you book a Discovery Call, then we can quote an accurate price for your situation.

*We partner with Proverbs Financial & Insurance Services. Through their financial assessment & scorecard, they will provide you clarity on where you are currently at and where you are trending.

Business Service Packages

(1120, 1120S, 1065)

2026 Business Pricing

At this time, business packages are customized per each situation. Business returns start at a minimum of $2,000.

Photo by Ant Rozetsky on Unsplash

"Our service is able to give flexibility to fit every client's needs and the transparency every client wants."

– Trevor Betts, President, Enrolled Agent