Pricing

Fixed prices, quoted before we start

These are starting prices. After a free intro call we confirm your exact price in writing.

From $325

Personal return

Federal, Ohio and one city return. Wages, retirement and Social Security income.

From $475

Personal return with extras

Rental property, stock sales, a side business or a move between states.

From $1,100

S corporation or partnership

The business return, a K-1 for each owner and a planning call for next year.

From $400 a month

Bookkeeping

Monthly reconciliation, a profit and loss report and a balance sheet by the 15th.

From $90 a month

Payroll

Up to 10 employees, direct deposit, quarterly filings and year-end W-2s.

$175 an hour

IRS and state letters

We read the notice, explain what it means and reply for you.

Tax season checklist

What to send us

Upload each form as it arrives. Missing one? Send what you have and we will tell you what is left.

  • W-2s and 1099s from every job, bank and brokerage
  • Your tax return from last year, if you are new to us
  • Form 1098 for mortgage interest, and property tax bills
  • Childcare costs and the provider tax ID
  • Receipts for charitable gifts
  • Form 1095-A if you bought health insurance on the marketplace

Get your price

Book a free intro callOpen the client portal