Personal Tax Preparation and Planning

For tax preparation, we assist individuals in filing the necessary forms for their income tax returns, including those related to agriculture (Schedule F), rental properties (Schedule E), oil and gas income (Schedule E or C), investment income (Schedule B or D), pension income, and small business income (Schedule C). For taxpayers making significant gifts, we help determine the necessity of a gift tax return (Form 709) and assist with its preparation and filing.

Tax planning can be conducted multiple times throughout the year to estimate tax payments or as a year-end review. Our goal is to help you make the most of your hard-earned money. We stay up to date with tax law changes, apply that knowledge to your tax returns, and advocate on your behalf in all tax-related matters.


Service Packages

Basic: starting at $850

  • Tax Return Preparation*
  • Calculation of Safe Harbor Estimated Taxes
  • 20-minute tax return review meeting
  • Digital document storage

Essential: starting at $1,450

  • Tax Return Preparation*
  • Calculation of Safe Harbor Estimated Taxes
  • 20-minute tax return review meeting
  • Digital document storage
  • Year-Round Access for Quick Questions
  • Assessment of IRS Tax Notices

Premium: starting at $2,500

  • Tax Return Preparation*
  • Quarterly Estimated Tax Calculations (Actual & Safe Harbor Methods)
  • 20-minute tax return review meeting
  • Digital document storage
  • Year-Round Access for Quick Questions
  • Annual Tax Forecasting/Planning Meeting
  • Assistance and Response to IRS Tax Notices

* The starting fee covers the following items in your tax return preparation:

  • Federal plus up to 1 state tax return
  • Standard or itemized deduction
  • Up to 5 W-2s
  • Up to 5 interest/dividend accounts
  • Up to 5 retirement income forms
  • 1 stock brokerage account
  • Dependent-related credits
  • Qualified business income (QBI) deduction