Basic Individual Tax Package

Service Descriptions

• Comprehensive tax return filing service tailored for individuals with straightforward tax situations (e.g., Form 1040, W-2, Standard Deductions, etc.)

• Designed to simplify the tax process and alleviate stress and confusion associated with filing taxes.

Unused Consultation Hours

Any remaining meeting hours can be converted to alternative benefits that we offer. 

What We Offer

Holistic approach to tax preparation, including thorough document collection, review, organization, and in-depth discussions tailored to unique financial circumstances.

• In-depth Discussions and Analyses Meeting Sessions (up to 5-hr consultation/meeting): Personalized sessions addressing financial concerns and questions, future planning, and tax strategy optimization.

• Document Collection: Gathering necessary documents like W-2 forms and 1099s.

• Document Review: Meticulous examination of each document for potential deductions and credits.

• Document Organization: Neat organization of all documents to streamline the filing process.

• Tax Return Filing and Review: Handling the filing process. 

• Tax Return Walk-through Video.

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Package Price

$200 Subject to change based on clients' actual tax situations and documents.