Tax preparation, with the details handled.
Individual and business tax preparation for healthcare and wellness practice owners. Flat prices for standard personal returns, quoted ranges for more complex work, professional review, and secure e-filing. Scope and price are confirmed before any work begins.
Scope and price confirmed before work begins.
Illustrative structure of what is included
- Federal returnPreparation and professional review
- Secure e-filingFiled electronically
- State returnsIncluded limits vary by package
- Scope and priceConfirmed before work begins
- Protection PlusIncluded with personal packages
Scope and price confirmed before work begins.
This is tax preparation: preparing and filing your returns. If you want proactive planning before the year ends, the Tax Strategy Blueprint is a separate offer that produces a written 12-month strategy.
See the Tax Strategy BlueprintLooking for help interpreting your numbers and planning ahead? See our Financial Clarity Sprint or all advisory services.
Individual tax preparation packages
Choose the package that matches your situation. Each includes professional review and secure e-filing. Expand any card for the complete inclusions and exclusions.
$329
flat, one-time
Simple Personal Return
Straightforward individual or family returns.
- Federal individual preparation and professional review
- Up to 5 W-2s
- Interest and dividends
- Standard or itemized deductions
- Common child, education, and dependent credits
- Up to 4 state income tax returns
- Secure e-filing
See full inclusions and exclusions
Included
- Audit protection and IRS or state notice assistance
- Identity theft monitoring and restoration
Not included
- Self-employment or business income
- Rentals
- Partnership, S-corp, or trust K-1s
- Complex investment activity
- More than 4 states
$449
flat, one-time
Personal + Investments
Individual returns with investment and retirement income.
- Everything in Simple Personal Return
- Stock, ETF, mutual fund, and crypto transactions
- Retirement income (1099-R, pensions, Social Security)
- Capital gains and loss reporting
- Cost basis review and reconciliation
- Up to 4 states
- Secure e-filing
See full inclusions and exclusions
Included
- Audit protection and IRS or state notice assistance
- Identity theft monitoring and restoration
Not included
- Self-employment or business income
- Rentals
- K-1s
- Foreign reporting (FBAR or Form 8938)
- More than 4 states
$625
flat, one-time
Self-Employed / Business Owner
Personal return with one Schedule C sole proprietor or single-member LLC.
- Everything in Personal + Investments
- One Schedule C sole proprietor or single-member LLC
- Business income and expense reporting
- Mileage and home office deduction when applicable
- Depreciation of common business assets
- Self-employment tax calculations
- Estimated tax review and guidance
- Up to 4 states
- Secure e-filing
This is a personal return with a Schedule C, separate from an entity business return.
See full inclusions and exclusions
Included
- Audit protection and IRS or state notice assistance
- Identity theft monitoring and restoration
Not included
- Additional Schedule C businesses
- Rentals
- K-1s
- Payroll filing or bookkeeping services
- More than 4 states
$895
flat, one-time
Real Estate / Multi-Income
Personal returns with rentals, K-1s, or multiple income sources.
- Everything in Self-Employed / Business Owner
- Up to 2 residential or commercial rentals
- Rental income and expenses
- Depreciation and asset tracking
- Passive activity loss calculations and carryforwards
- Up to 3 partnership, S-corp, or trust K-1s
- Property or investment sale capital gains
- Estimated tax review where applicable
- Up to 4 states
- Secure e-filing
See full inclusions and exclusions
Included
- Audit protection and IRS or state notice assistance
- Identity theft monitoring and restoration
Not included
- More than 2 rentals
- More than 3 K-1s
- Short-term rental cost segregation studies
- Foreign reporting (FBAR or Form 8938)
- Multi-entity structures requiring consolidation
- More than 4 states
Complex / High-Touch Return
Advanced individual returns with multiple businesses, entities, or prior-year issues.
$1,200 to $2,500
starting at $1,200; final price after document review, one-time
What is included
- Advanced federal individual return preparation and professional review
- Analysis and reconciliation
- Coordination across sources and entities
- Tax planning considerations as applicable
- Up to 4 states (additional states separately priced)
- Secure e-filing
Common situations
- More than 2 rentals
- More than 3 K-1s
- Multiple businesses or entities
- S-corp shareholder basis tracking
- Trust or estate income
- Significant capital transactions
- Foreign income or reporting (FBAR or Form 8938)
- Additional states
- Prior-year issues, amendments, or IRS notices
- Extended consultation or reconstruction
Final price is set after document review. A standalone trust or estate entity return is not automatically included. Not every listed situation is automatically covered; scope is confirmed after review.
Every personal package includes Protection Plus
- Audit guidance if selected
- IRS or state notice assistance
- Tax identity theft assistance, monitoring, and restoration
Protection Plus is included at no extra charge with every personal tax preparation package above.
Business and nonprofit tax preparation
Business returns are prepared from books that have already been reconciled and reviewed. Scope and price are confirmed before any work begins.
$850 to $1,199
one-time; final scope and quote confirmed
Basic Business Return
Clean reconciled books, unchanged ownership, routine activity, no material prior-year issues.
- Federal business return preparation and professional review
- Income, expense, and balance-sheet consistency review
- Owner or shareholder equity and reporting review
- Existing-asset depreciation review
- Required K-1 preparation where applicable
- Up to one state business return
- Secure e-file
- Audit assistance and IRS or state notice support
- Identity theft monitoring and restoration
Common return types
- 1120-S
- 1065 or multi-member LLC
- Routine 1120
- Smaller limited-activity 990-EZ
Books need attention first?
If your books need cleanup before tax preparation, start with our QuickBooks Health Check. Cleanup is quoted separately.
Additional complexity is confirmed before proceeding.
$1,200 to $2,000
one-time; scope and quote confirmed
Expanded Business Return
Multiple owners, multistate, or more complex balance sheets and asset activity.
- Everything in Basic Business Return
- Expanded balance-sheet and equity analysis
- Depreciation and asset activity tracking
- Pass-through and owner reporting coordination
- Up to three state business returns
- Enhanced review and documentation
- Audit assistance and IRS or state notice support
- Identity theft monitoring and restoration
Typical factors
- Multiple owners or shareholders
- Multistate or apportionment
- Significant asset purchases or dispositions
- Rental or pass-through activity within the entity
- Non-routine transactions
- More K-1s
- Complex balance sheet
Up to $3,500
one-time; custom quote after review
Complex Business or Nonprofit Return
Advanced or nonstandard structures scoped individually.
- Review scope and confirm quote before proceeding
Examples
- Ownership changes
- Tiered or multi-entity ownership
- Significant prior-year cleanup or reconstruction
- Consolidated or affiliated entities
- Full Form 990 with multiple schedules
- Nonprofit governance or public-support testing
- Foreign reporting
- High volume or unusual activity
990-EZ may be Basic or Expanded based on activity. Full Form 990 typically requires Complex or custom scope. Protection services for complex engagements are confirmed as part of your custom quote.
Basic and Expanded Business Returns include audit assistance, IRS or state notice support, and identity theft monitoring and restoration. Complex Business or Nonprofit Returns are scoped individually, and protection services for complex engagements are confirmed as part of your custom quote.
A clear process, confirmed before work begins.
- Step 1
Send your documents
Share your tax documents securely. We confirm scope and price before any work begins.
- Step 2
We prepare and review
We prepare your return, review it for accuracy, and flag anything that needs attention.
- Step 3
You review and e-file
You review the return, ask questions, and we e-file securely. Any changes during preparation are communicated before proceeding.
Ready to get your returns prepared?
Book a Fit Check to confirm the right package and get started. We confirm scope and price before any work begins.
Not sure which package fits? A Fit Check helps you choose the right starting point.