Flat Fees, Quoted Before We Start
You'll know the price up front. No hourly surprises, no add-ons you didn't agree to.
Personal Return
For W-2 employees and families
- Federal + one state return
- Credits & deduction review
- Secure document portal
- E-filing & refund tracking
Self-Employed
For freelancers and sole owners
- Everything in Personal
- Schedule C & home office
- Quarterly estimate planning
- One year of IRS notice support
Business Return
For LLCs, partnerships & S-corps
- Entity return + owner K-1s
- Year-end bookkeeping review
- 1099 contractor filings
- Mid-year planning session
Not sure which plan fits? Ask us for a free quote — we'll confirm the exact fee before any work begins.
Precise Work, Plain Answers and an Advisor Who Knows You
Most of our clients come by referral and stay for years. They tell us it's because we explain things clearly, return calls the same day and treat their money like our own.


Answers Before You Book
Still unsure whether you need a professional? These are the questions we hear most often from new clients.
Prefer to talk it through?
Call during office hours and speak with an advisor, not a call center.
+1 (000) 555-555 Mon – Sat: 9:00 am – 6:00 pmWhat documents should I bring for my tax return?
Usually your W-2s or 1099s, last year's return, ID for everyone on the return, and records of deductions such as mortgage interest, childcare, charitable gifts and business expenses. After your consultation, we send a checklist tailored to you.
Can you help if I haven't filed for several years?
Yes. We regularly prepare multiple years of unfiled returns, calculate what's actually owed and negotiate payment plans or penalty relief where it's available.
Do I need to visit your office in person?
No. Most clients work with us entirely online through the secure portal and video calls. You're always welcome to meet in our Springfield office if you prefer.
How long does it take to prepare my return?
Personal returns are typically ready for review within 5–7 business days of receiving complete documents. Business returns take longer depending on the state of the books.
What happens if the IRS questions a return you prepared?
We respond on your behalf at no extra cost for returns we prepared, and if a penalty results from our error, we pay it under our accuracy guarantee.
How do I pay, and when?
We confirm a flat fee before starting. Payment is due when you approve your final return, by card, bank transfer or check. Payment plans are available for larger business engagements.
Free 2026 Tax Document Checklist
One page listing every form and receipt to gather before you file. Get it by email in seconds.