Personal taxes, flat priced.
Your individual return, prepared by a team that actually understands business income. One price per return. No surprise invoice in May.
One side gig or one rental
Your personal return, done right and explained in plain English.
- Professionally prepared individual return
- One Schedule C and/or Schedule E
- State return
- Dual preparer review
- Video explanation of your return
- Audit & notice support
Multiple businesses, rentals, or equity
For anyone with stock options, more than one business, or a few rentals.
- Everything in Individual
- Multiple Schedule C and/or Schedule E
- Equity compensation (RSUs, NSOs, ISOs)
- Optional tax review meeting
How it works
Upload your docs
W-2s, 1099s, K-1s, brokerage statements. Drop them in your client portal. We'll tell you if anything is missing.
We prepare it, twice
Every return is prepared and then reviewed by a second preparer before you ever see it.
You get a video
A short video walking through your return: what you owe or get back, and why. Then you sign.
Add-ons
For when you need a little more than a return.
Tax meeting
$300A dedicated meeting to plan, ask questions, or sanity-check a big decision before you make it.
Withholding / W-4 analysis
$300Dial in your withholding so April isn't a surprise in either direction.
S-corp reasonable comp
$300A documented, defensible salary number for your S-corp.
Roth conversion analysis
$300Whether converting makes sense this year, and how much.
Equity comp tax planning
$600Exercise timing, AMT, and what your options actually cost you in tax.
Amended return
$600Fixing a prior-year return, yours or someone else's.
Tax questions
Which one do I need?
If you have one side business or one rental property, Individual. If you have more than one of those, or stock options and RSUs from a startup, Complex.
Is my state return included?
Yes. Your resident state return is included in both.
What does "audit & notice support" mean?
If the IRS or your state sends a letter about a return we prepared, send it to us. We'll figure out what they want and respond.
I'm a TEO bookkeeping client. Is this separate?
Yes. Monthly plans cover your business books; your personal return is priced here. Having your books with us makes the Schedule C part a lot faster.
Do you do business returns?
Yes. Partnership and S-corp returns start at $1,500. See business tax returns.
Get your return off your plate.
Tell us what you've got going on and we'll point you to the right one.