5.0
5.0
Choose the Best Plan for You
Find the right plan for your needs, with flexible choices and transparent pricing details.
Find the right plan for your needs, with flexible choices and transparent pricing details.
Find the right plan for your needs, with flexible choices and transparent pricing details.
IMPORTANT NOTE
IMPORTANT NOTE
Pricing is subject to change based on the complexity of your tax return. You will always be notified and approve any pricing adjustments before work begins.
Pricing is subject to change based on the complexity of your tax return. You will always be notified and approve any pricing adjustments before work begins.
Select Your Tax Filing Type
1040 – Individual Tax Return
1065 – Partnership Return
1120-S – S Corporation Return
1120 – C Corporation Return
Basic Compliance
For those who want a correct, on-time filing via portal without live strategy meetings.
$1,000
One-time Annual Fee
WHAT YOU GET
Preparation and e-filing of federal 1040
Secure TaxDome portal access
Unlimited portal-based support during preparation
Clean workflow & status updates
NOT INCLUDED:
Consultations/ live calls on return review
Proactive tax planning & strategies
Mid-year check-ins
Multi-state, international, or specialized filings unless separately quoted.
Insight
For those who want clear understanding and action steps to reduce taxes & avoid surprises.
$1,500
One-time Annual Fee
EVERYTHING IN BASIC, PLUS:
1 Year Quick-Question Support Through TaxDome
CPA Consultation (Review in plain English)
Mid-year consultation (Withholding/ Estimates)
Strategy Roadmap (W-2, Retirement, Business deductions)
NOT INCLUDED:
Implementation work requiring additional filings or ongoing bookkeeping unless separately quoted
OUTCOME
You receive the filing plus a plan and timing guidance so you can make better moves before year-end. "Insight" files it correctly, explains it, and helps optimize what happens next.
1040 – Individual Tax Return
1065 – Partnership Return
1120-S – S Corporation Return
1120 – C Corporation Return
Basic Compliance
For those who want a correct, on-time filing via portal without live strategy meetings.
$1,000
One-time Annual Fee
WHAT YOU GET
Preparation and e-filing of federal 1040
Secure TaxDome portal access
Unlimited portal-based support during preparation
Clean workflow & status updates
NOT INCLUDED:
Consultations/ live calls on return review
Proactive tax planning & strategies
Mid-year check-ins
Multi-state, international, or specialized filings unless separately quoted.
Insight
For those who want clear understanding and action steps to reduce taxes & avoid surprises.
$1,500
One-time Annual Fee
EVERYTHING IN BASIC, PLUS:
1 Year Quick-Question Support Through TaxDome
CPA Consultation (Review in plain English)
Mid-year consultation (Withholding/ Estimates)
Strategy Roadmap (W-2, Retirement, Business deductions)
NOT INCLUDED:
Implementation work requiring additional filings or ongoing bookkeeping unless separately quoted
OUTCOME
You receive the filing plus a plan and timing guidance so you can make better moves before year-end. "Insight" files it correctly, explains it, and helps optimize what happens next.
Need help with bookkeeping too?
Need help with bookkeeping too?
Accurate books are the foundation of smart tax strategy. Clean Ups for books are a separately quoted service on the pricing if you're a business owner. This pricing assumes that ready financials will be furnished. If you need bookkeeping or cleanup services, we’ll assess your situation and provide a separated tailored quote.
Accurate books are the foundation of smart tax strategy. Clean Ups for books are a separately quoted service on the pricing if you're a business owner. This pricing assumes that ready financials will be furnished. If you need bookkeeping or cleanup services, we’ll assess your situation and provide a separated tailored quote.
Frequently asked questions
Frequently asked questions
Need More Information? Contact Us Below
Need More Information? Contact Us Below
What makes you different from my current CPA?
What makes you different from my current CPA?
What's the difference between a CPA and a regular accountant?
What's the difference between a CPA and a regular accountant?
Can you handle both my personal and business taxes?
Can you handle both my personal and business taxes?
I have multiple businesses. Can one CPA handle everything?
I have multiple businesses. Can one CPA handle everything?
Beyond taxes, what business help do you provide?
Beyond taxes, what business help do you provide?
Do you service clients outside of New York?
Do you service clients outside of New York?