Tech-Enabled Tax Services

Expert Financial & Tax Help
for Founders, Freelancers, Investors
and Small Businesses

A simple, modern tax practice built around professional software, thoughtful workflows, and real human judgment. We apply rigorous quality and security standards to our work, and every client gets guided, expert-led support from start to finish.

Services We Offer

Individual Tax Preparation

Business Tax Preparation

Freelancer & Sole Proprietor Filing

Startup & Small Business Tax Advisory

R&D Credits (Evaluation & Filing)

Targeted Tax Advisory Sessions

Pricing Snapshot

Individual Tax Packages

For W-2 filers and individuals with straightforward situations
Typically ranges from $750–$1,450, depending on investment complexity, rental properties, state moves, or K-1s.

Freelancer & Sole Proprietor Packages

For freelancers, creators, and solo business owners
Usually $1,450–$2,800, depending on income sources, state changes, and required forms.

Business Tax Returns

For Partnerships, C-Corps, and S-Corps
Most clients fall between $1,950–$4,500, depending on ownership structure, multi-state activity, and filing requirements.

R&D Tax Credit Studies

For startups with qualifying research and development activity
Pricing is customized and varies based on your company’s structure and qualifying activities.

When you build a quote for your business tax return, we’ll also let you know if an R&D credit may benefit you.

You can also check your eligibility whenever you want to learn more.

Note: International reporting, complex investments, and multi-state filings will affect final pricing.

Advisory packages are only available to current clients.

When you build a Personal or Business Tax Quote, you will receive a price tailored to your exact situation.

What You Can Expect From Us

  • Expert guidance throughout your filing

  • Organized onboarding with clear deliverables

  • Secure portal & app for documents and messaging

  • Human support whenever you need context

Helpful Resources

Have questions? View our FAQ

Curious how our workflow runs? See Our Process