Select Your Service

The EZ Prep service is ideal for individuals seeking a straightforward and cost-effective tax solution. This package offers basic audit support, assistance with scanning, uploading, or importing documents, and a professional overview of your tax return. You’ll receive year-round support and be matched with a tax professional tailored to your situation. While the professional files your taxes for you, this package is designed specifically for remote services. Starting at $150, it’s perfect for clients needing essential tax preparation with professional help.

The Standard package is a comprehensive tax solution suitable for those who want a blend of advanced features and professional support. In addition to all the benefits of the EZ Assisted package, this service includes audit defense, ensuring peace of mind in the event of an IRS audit. Your assigned professional will not only file your return but also sign it on your behalf, making the process seamless. This package is versatile, being ideal for in-person service as well. Starting at $200, it’s an excellent choice for individuals seeking a more robust service with additional assurance.

The Pro Portal is the ultimate tax preparation package, offering premium features for those who want top-tier service and peace of mind. It includes everything in the Standard package but adds exclusive features like a dedicated 2-way portal for streamlined communication and 10 years of document storage, available 24/7 for your convenience. Additionally, this package provides retirement planningservices, making it ideal for individuals looking to secure their financial future. The Pro service is perfect for both remote and in-person support, starting at $250, making it the premier choice for clients requiring advanced support and flexibility.