Tax Services
Personalized Tax Preparation for Individuals
Sole Proprietors · Self-Employed · W-2 Earners · Itemizers
Service Tiers
1
Simple Return
Starting at $300
W-2 income only · Standard deduction · No dependent complexity · Single state (Colorado or a no-income-tax state).
2
Standard Return
Starting at $425
Itemized deductions (Schedule A) · Multiple W-2s or 1099s · Dependents · HSA and IRA contributions · Single state. A good fit if you own a home, give to charity, or have investment income.
3
Sole Proprietor
Starting at $575
Self-employed and Schedule C returns · Business income and expenses · Home office deduction · Quarterly estimated tax planning included · Single state.
4
Community Tax Support
Free for qualifying seniors.
Age 65+ · U.S. resident · Social Security as primary income · No business or rental income · Simple filing situation. Limited to 5 slots per season, reviewed in the order received.
Pricing is a starting point and may vary based on complexity. After reviewing your prior year return, I’ll confirm your tier and final pricing in your engagement letter. Each additional state return is $75. Year-end tax planning sessions are also available. Community Tax Support applications are reviewed within 5 business days; eligibility depends on tax complexity and current capacity.
Getting Started
Getting started is simple. Book a free 15-minute intro call to confirm fit, then sign a plain-language engagement letter and complete your secure intake (about 20 minutes, save as you go). Upload your documents using a checklist built for your situation, and I’ll prepare your return — usually within 1–3 weeks. You’ll review a draft before anything is filed, then sign electronically and receive your IRS confirmation in your portal.
Join the waitlist to be first in line when scheduling opens. I’ll reach out with next steps and what to have ready.