—Personal Tax Preparation—
The Refund Ranger
This one-time tax package includes:
Technology fee ($110 value) included in price.
(We only use Intuit ProConnect. The #1 cloud-based pro tax software is the only one with: Direct access to IRS transcripts*)
Individual Return
Standard Deductions & Credits
E-File and Support
Direct Deposit or Mailed Check
Starting at $450 $299+ (individual)
This one-time tax package includes:
Technology fee ($110 value) included in price
(We only use Intuit ProConnect. The #1 cloud-based pro tax software is the only one with: Direct access to IRS transcripts*)
Joint Return
Standard Deductions & Credits
E-File and Support
Direct Deposit or Mailed Check
Starting at $450 $499+ (joint)
—Business Tax Preparation—
(One-Time Packages)
Tax Titans
Starting at $1000 $799+
This one-time tax package includes:
One Business Tax Return S-Corp/LLC
Technology fee ($130 value) included in price
(We only use Intuit ProConnect. The #1 cloud-based pro tax software* is the only one with: Direct access to IRS transcripts*, Seamless QuickBooks integration*, and Advisory and planning built in*)
E-File
Email Support
This one-time Premium tax package includes:
All business returns for your primary business structure and one related entity (S-Corp + 1 related entity, e.g., rental LLC or Trust, etc.)
Technology fee ($130 value) included in price
(We only use Intuit ProConnect. The #1 cloud-based pro tax software* is the only one with: Direct access to IRS transcripts*, Seamless QuickBooks integration*, and Advisory and planning built in*)
Covers more complex filings (multiple rentals, K-1s, multiple state returns, more than 10 rentals may increase cost, etc.)
*Priority Filing Window (April 15th guaranteed, assuming all paperwork is provided on time and with proper time before March 31st)
Premium Text Support
Premium Email Support
Premium Call Access (*for urgent questions during tax season)
Supercharged
Starting at $2500 $1,600+
*All pricing subject to change due to customized pricing per client’s needs
—Business Tax Prep.
& Bookkeeping —
(Monthly Retainer Packages*)
The Financial Fixers
Starting at $550 $399+ monthly
This monthly retainer includes:
Basic Bookkeeping (sole proprietor/1099 Contactor)
Personal tax return (Individual )
Technology fee ($130 value) included in price
(We only use Intuit ProConnect. The #1 cloud-based pro tax software* is the only one with: Direct access to IRS transcripts*, Seamless QuickBooks integration*, and Advisory and planning built in*)
Monthly financial reports so you always know where you stand
Email Support (24 Hour response window)
The Profit Protectors
Starting at $1,000 $759+ monthly
This monthly retainer includes:
Bookkeeping for S-Corp / LLC
Your Business + personal tax returns included — no surprises, Fees (additional fees for additional businesses)
Personal Tax Return (Individual)
Technology fee ($130 value) included in price
(We only use Intuit ProConnect. The #1 cloud-based pro tax software* is the only one with: Direct access to IRS transcripts*, Seamless QuickBooks integration*, and Advisory and planning built in*)
Mid-year planning call to check in, adjust, and save on taxes
Payroll oversight so your pay & filings run smoothly to include Va’s
Monthly financial reports so you always know where you stand
Email Support
Built for Realtors and small business owners who want more than just compliance
⭐️ The Super Dad
Full Service Special
Starting at $2,700 $1,999+ monthly
This Premium monthly retainer includes:
Bookkeeping for one businesses
One business & personal tax returns included — no surprise bills, all partners included, subject to personal increase due to complexity of individual returns.
Technology fee ($130 value) included in price
(We only use Intuit ProConnect. The #1 cloud-based pro tax software* is the only one with: Direct access to IRS transcripts*, Seamless QuickBooks integration*, and Advisory and planning built in*)
Quarterly planning sessions to assess taxes & grow profits
Payroll oversight so your team & you are paid right, also to include payment of virtual assistants
Advanced monthly financial reports with insights explained in plain English, tailored for Teams and Brokers
Priority filing window — you’re never stuck waiting in line during tax season. Return completed by April 15th (Assuming all needed forms provided for personal returns by March 31st)
Premium access — text, email, or call us and get answers fast
IRS protection — support with notices & questions all year (does not include or cover Representation before the IRS, tax attorney is recommended for best representation*)
Tailored for small business owners and/or realtors who want full service*
* Important offers, pricing details, and disclaimers
#1 professional tax software on the cloud:
US Market Brand Tracking Study (n=1120), Radius Research, Sept 2023. Based on percent of tax preparers who are aware and considering cloud-based tax software.
Intuit Tax Advisor:
A paid User Access license for each user of ProConnect Tax is required to create and prepare Intuit Tax Advisor plans. Intuit Tax Advisor is for informational purposes only and should not be construed or relied upon to be legal or tax advice. Any advisory impact is speculative and not guaranteed. Graphics/images are for illustration only. Additional terms and conditions may apply.
Tax Advisory exclusivity claim:
Based on publicly available data on tax advisory/planning features from leading professional tax software competitors as of March 1, 2025.
IRS Transcripts exclusivity claim:
Based on Intuit internal review of publicly available statements from competitive professional tax software providers as of January 2025.
