Basic Individual Tax Package
Tax return filing package (or single consultation session) for individuals with basic and straight-forward tax situations.
What's In The Package
Service Descriptions
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Comprehensive tax return filing service tailored for individuals with straightforward tax situations (e.g., Form 1040, W-2, Standard Deductions, etc.)
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Designed to simplify the tax process and alleviate stress and confusion associated with filing taxes.
Recommended Package
5-Session Basic Individual Tax Package (up to 5-hr consultation/meeting + behind-the-scenes work)
Unused Consultation Hours
Any remaining meeting hours can be converted to alternative benefits that we offer.
What We Offer
Holistic approach to tax preparation, including thorough document collection, review, organization, and in-depth discussions tailored to unique financial circumstances.
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In-depth Discussions and Analyses Meeting Sessions (Meeting hours): Personalized sessions addressing financial concerns and questions, future planning, and tax strategy optimization.
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Document Collection: Gathering necessary documents like W-2 forms and 1099s.
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Document Review: Meticulous examination of each document for potential deductions and credits.
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Document Organization: Neat organization of all documents to streamline the filing process.
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Tax Return Filing and Review: Handling the filing process.
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Tax Return Walk-through Video.
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Package price
$200 Subject to change based on clients' actual tax situations and documents.
Personalized Customer Service
User-Friendly Workflow Design
Multilingual Functionality
Technology-Powered Efficient Approaches
Security and Accuracy
Certified Professionals and Traceable Resposibilities
BOOK INDIVIDUAL SESSIONS
Not sure about the package yet or only have super simple questions? Book individual sessions first!
Also don't forget about the free 30-min consultation for new clients.
SUBMIT DOCUMENTS AND BOOK THE PACKAGE
Please make sure you submit all the required documents before or after booking.
We won't be able to get started on your return until we receive your documents and forms.
