Pricing

Transparent Pricing

Before any work begins, you'll receive a clear estimate based on the complexity of your tax situation. No surprises. No hidden fees. No unnecessary add-ons. Whether your return is simple or complex, every client receives personalized guidance from a licensed CPA—not just software-generated answers.

🎁

New Client Welcome Discount

We welcome new clients with a $50 discount on individual tax preparation services for qualifying new clients. It's our way of introducing you to a long-term CPA relationship built on personalized service, year-round guidance, and transparent pricing.

Tax Return Preparation Fees

Comprehensive federal and state preparation with complete electronic filing.

Filing Tier 01

Simple Return

$199 / starting fee

Best for individuals with standard W-2 income only. Form 1040 filings without complex schedules or rental activity.

✓ Form 1040 Federal Return

✓ Standard Deduction Setup

✓ Secure E-Filing Included

Standard / Itemized

$299 / starting fee

Designed for homeowners, families with child tax credits, health savings accounts, and itemized deductions (Schedule A).

✓ Schedule A (Mortgage, Donations)

✓ HSAs & Education Tax Credits

✓ Comprehensive Audit Protection

Filing Tier 03

Self-Employed / Sole Prop

$349 / starting fee

Tailored for independent contractors, freelancers, 1099-NEC workers, and single-member LLC owners filing Schedule C.

✓ Schedule C Expense Deductions

✓ Home Office & Vehicle Calculations

✓ Self-Employment Tax Structuring

✨ Every tax preparation engagement includes:

✓ Secure document portal

✓ Electronic filing

✓ Electronic signatures

✓ Complimentary prior-year review

✓ Personalized recommendations

✓ Year-long support for all client questions

📍 All returns include one state filing. Additional states billed at $75 each.

Corporate & Entity Business Returns

Complex entity returns requiring multi-member allocations, balance sheet audits, and K-1 issues.

🏢

S-Corporation (Form 1120S)

Starts at $750

Full compliance package for corporate tax returns including balance sheet analysis, Schedule M-1 adjustments, and shareholder K-1 distribution slips.

• Includes up to 3 Shareholder K-1s • Bookkeeping review included • Electronic federal filing

🤝

Partnership (Form 1065)

Starts at $750

Comprehensive filings for LLCs and multi-member partnerships. Secure allocation of capital contributions, profit-sharing, and partner K-1 statements.

• Includes Partner Schedule K-1s • Section 199A QBI calculations • Capital account audits

🚗

Mobile Tax Preparation

Prefer meeting at your home or office? We provide convenient mobile tax preparation throughout Loganville and surrounding Georgia communities. Travel fees vary by location.

Strategic Wealth Planning

Year-Round Tax Planning Rates

Tax planning is the key to legally reducing your tax liability before December 31st. We offer both structured planning consultations and hourly professional advisory support.

Hourly Advisory Support $175/hr

Ideal for transaction-specific advice, real estate analysis, or structured entity updates.

Individual Tax Planning Consultation $295

We will discuss your personal goals, prior year return results and review specific tax-saving recommendations. You will receive a written summary of our discussions and conclusions.

*All fees represent baseline rates. Actual final rates may adjust based on overall bookkeeping organization, volume of transactions, or complex schedule requirements. State returns are subject to add-on filing fees depending on complexity.