Tax Preparation

Tax preparation is far more than simple data entry – it is an opportunity to take advantage of strategies for legally maximizing your tax savings now and for many years to come.

Whether you need assistance with your current-year taxes, amending prior year’s returns or filing for the first time in a long while, we can help.

Because we believe in giving you a thorough experience, we only provide tax preparation services as a part of our Taxley Membership program, and as a part of our All-Inclusive Tax Resolution service.

We are always striving to maximize the value you gain from your experience with us, and we believe your annual tax preparation service should offer more value than just annual data entry.

Membership and Resolution Service Level Tax Prep

Personal Tax Prep

SINGLE | MARRIED FILERS

W-2s

Brokerage Statements

Itemized Deductions

Dependents

Pro Tax Prep

SCHEDULE C, E and F FILERS

Standard, plus:

One Schedule C, E or F

K-1s

30-min. Business Review

Enterprise Tax Prep

S-CORP | C-CORP FILERS

Standard Personal Return

K-1s

One Business Entity

60-min. Business Review

All tax preparation services include electronic filing and one state filing, if applicable. Taxley Members get the added benefit of FREE tax audit support.

Add-Ons: Additional fees are required for add on services, which include, but are not limited to: Additional state or local filings, US Expat and foreign financial disclosure filings (e.g. Form 2555 or FBAR) and each business entity or rental property filing beyond what’s included in your service package.

Client Highlights

It all starts with a simple chat. No sales reps, no pressure. Get the clarity you need to choose the right representation for yourself and your business.
It all starts with a simple chat. No sales reps, no pressure. Get the clarity you need to choose the right representation for yourself and your business.