Two ways to work together.
Some people need one thing done. Some want a relationship that catches problems before they're problems. Both are legitimate. Here's how each works.
Based in Galena, Ohio · Serving clients virtually across the US
By the job.
One specific thing handled, professionally and completely. No ongoing commitment.
- A tax return filed correctly
- An IRS notice answered
- A back-tax situation cleaned up
- An amendment made right
By the year.
A subscription that means someone knows your situation, catches the problems before April, and runs the numbers before you make the decision — not after.
- Everything in "by the job" — return done right
- Plus advisory — year-round questions, planning conversations
- Plus IRS support — notices handled without per-hour charges
- Plus continuity — same person, same care, every year
Honest framing
If your tax life is straightforward and you genuinely only need a return filed once a year — by the job is fine. We'll do good work, charge a fair price, and you'll know where to find us if something comes up.
If your life has moving parts — a side hustle, retirement income, a small business, kids in college, a recent move, a complicated year ahead — by the year saves money and surprises. The math usually works out in your favor before the second IRS letter arrives.
What it actually costs.
Real prices, honestly listed. Final cost depends on document count, complexity, and what we find as we work. Schedule a free 15-minute call and we'll quote it before you commit.
W-2 tax return
Federal, state, and local annual return for individuals, couples, and families with W-2 income. Includes standard deductions and credits.
Simpler situations (single 1099-R retiree, etc.) may price lower. Free quote on a call →
Schedule C or Schedule E
Individual return that includes a Schedule C (sole prop, side hustle, gig income) or Schedule E (rental property income). Covers self-employment tax calculations.
Multiple Sch C/E, complex K-1s, or foreign income quoted separately. Free quote on a call →
1041 / 1120-S / 1065
Entity returns for trusts (1041), S-Corps (1120-S), and partnerships (1065). Pricing varies significantly with complexity — an empty 1041 differs from a multi-shareholder S-Corp.
Entity returns vary widely. Schedule a call and we'll quote the actual price. Free quote on a call →
IRS notice response
Got a letter from the IRS? Most notices are routine. Send us the letter and we'll review it, respond on your behalf, and handle the correspondence as your Enrolled Agent.
Complex audits or appeals priced separately. Free quote on a call →
Back-tax catch-up
Behind on filing? We can prepare prior-year returns to get you current. Multi-year discount available — filing three or more years at once costs less per return.
Returns involving self-employment or businesses priced as those return types. Free quote on a call →
Amended return
Need to correct a return you've already filed? Whether you missed a deduction, received a corrected 1099, or made an error, we can file an amendment to fix it.
Final price depends on what's being corrected and which year. Free quote on a call →
Advisory isn't a feature. It's the point.
A tax return is what you file in April. Advisory is what saves you money the other eleven months. Here's what year-round actually looks like in real client situations.
The bonus conversation
Client gets a $15K year-end bonus offer. Calls to ask if she should take it as cash or defer to next year. Answer: defer — keeps her below a tax bracket bump. Savings: $1,800. Cost of subscription: $1,140. Math wins.
The missed quarterly
Client forgot Q2 estimated taxes. We caught it at the monthly check-in, calculated the make-up payment, filed it before penalties accrued. Penalty avoided: $340. The annual subscription paid for itself in one phone call.
The college question
Client's daughter starting college. Walked through 529 plan timing, education credits, and whether to claim her as a dependent. Three optimizations applied to the return. Net benefit: $2,400. Found because we asked the question.
The IRS letter
Routine CP2000 notice arrives — IRS computer matched a 1099 differently. We responded the same week. No back-and-forth, no panic, no per-hour fee. Subscriber price: included. One-off equivalent: $200+.
The S-Corp election
Sole prop client crossed $80K in net income. We modeled S-Corp election for next year. Tax savings projected: $4,800/year. Setup cost: included in Growth tier. Without the conversation, she would have filed another year as a sole prop.
The major life event
Client emails: "We're moving to North Carolina in September." Twenty-minute call about state-tax residency, withholding adjustments, and selling-the-house implications. No surprise on next year's return. Just clarity, in real time.
The honest math
One conversation that catches one decision usually pays for the whole year. That's not a sales pitch — that's been the consistent pattern across decades of helping pastors, small business owners, and families with their taxes. The point of a subscription isn't the return. It's the conversations that surround it.
Let's talk first.
A free 15-minute call. We'll figure out together whether you need one thing done or an ongoing relationship. No pressure either way.
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