Our Comprehensive Personal Tax Preparation Service Includes:
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Comprehensive tax return preparation
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Maximization of deductions and credits
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E-filing for quick processing
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Dedicated support throughout the tax season
​​Transparent Pricing for Every Need
We offer a flat fee pricing model based on the complexity of your tax situation. Here’s how our services are structured:
Level 1: Standard Return $350​
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Ideal for: Single or married filers with straightforward income sources.
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Includes:
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W-2 income
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Interest income (Form 1099-INT)
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Retirement income (Form 1099-R)
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Simple deductions/credits: student loan interest deduction, Child Tax Credit, and Dependent Care Credit.
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Simple itemized deductions (e.g., mortgage interest, property taxes).
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One state return included.
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Excludes: Rental income, self-employment income, or investments.
Level 2: Enhanced Return $500​
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Ideal for: Filers with more detailed itemized deductions and investment income.
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Includes:
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Everything in Level 1
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Investment income (Form 1099-DIV, Form 1099-B for simple stock sales)
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Itemized deductions including charitable contributions, medical expenses, etc.
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Complex credits including education credits.
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Excludes: Rental income, self-employment, or complex investments.
Level 3: Advanced Return $950​
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Ideal for: Filers with rental income or more complex investments.
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Includes:
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Everything in Level 2
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Rental property income (Schedule E), up to 2 properties
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More complex investments (e.g., stock options, foreign dividend income, more than 10 stock transactions etc.)
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Excludes: Self-employment income or foreign income.
Level 4: Professional Return $1,150​
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Ideal for: Small business owners or freelancers with self-employment income.
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Includes:
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Everything in Level 3
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Self-employment income (Schedule C for simple businesses, side gigs, or freelancers)
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Home office deductions, business deductions, and expenses.
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Income from more than 2 rental properties
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2 state returns
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Excludes: Foreign income, complex Schedule C or multiple businesses.
Level 5: Premium Return $1,500​
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Ideal for: Filers with complex investments or international tax situations.
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Includes:
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Everything in Level 4
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Complex Schedule C for businesses (multiple businesses, high-volume, or detailed deductions)
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Foreign income (Form 2555, foreign tax credits, etc.)
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Multiple rental properties or real estate income.
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Complex stock options, investment portfolios, or international investments.
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3 or more state returns
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Important Note:
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All prices are contingent on clean business financials provided in standard format. To assist businesses in achieving clean financials, we offer business bookkeeping services as an add-on. This service is priced at $125 per hour and includes cleanup from QuickBooks or other accounting software.​
Process Overview
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Step 1: Sign up for client portal access and let us know you would like us to complete your personal tax return and any other returns you would like for us to prepare.
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Step 2: Sign the engagement letter that you receive and pay a $150 administrative fee to begin. (Administrative fee will be applied to your final invoice at return completion.)
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Step 3: Complete the tax organizer and upload all tax documentation so we can begin the preparation process.
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Step 4: If there is any missing information, we will let you know.
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Step 5: When the return is complete, pay the final invoice, review your completed tax return, and sign to authorize filing.
Benefits with Lindy Parker, CPA
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Transparent, flat fees with no hidden costs.
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Fully online—no office visits required.
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Fast, reliable service.
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Secure document handling through an encrypted client portal.