A one-time filing option for individuals and business owners who only need tax return preparation.

• One-time individual tax return preparation for clients.

• One-time business return preparation for owners who only need filing support.

• Document checklist, secure file collection, and final review before filing.

A practical monthly package for tax prep, basic bookkeeping, and payroll for an owner-operated business.

•Tax preparation for one personal return, Form 1040.

•Tax preparation for one business return.

•Bookkeeping for up to 2 bank or credit card accounts.

•Payroll processing for 1 owner on payroll.

•Routine tax and filing questions throughout the year.

A higher-touch package that adds tax planning, quarterly reviews, and personal financial planning to the essentials tier.