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Taxes - Individuals

What Kinda Tax Client Are You ?

We Love all 4 Kinds !!!

Fees are payable only after your tax return is complete !!

  1. 1) Traditional                                      Fees starting at $482

Traditional tax clients are those who prefer to have both a Drop-Off Appointment and a Pick-up Appointment.  At the Drop-Off Appointment clients bring all their tax documents, W-2’s, 1099’s, Medical receipts etc in, meet with their CPA and present all these documents.  Then, at the Pick-Up Appointment, usually a few days later, they come back in to meet with their CPA who presents their completed return.  

- To Get started as a Traditional Tax Client simply use the Schedule Appt Link above to schedule your drop-off appointment. 

  1. 2) Hybrid                                             Fees Starting at $332

Hybrid clients prefer to come in and meet with their CPA once their Return is ready, a Pick-up Appointment.  They are happy to upload their tax documents (W-2’s, 1099’s, Medical receipts etc) to their Link account as they receive them.  These clients are comfortable communicating with us via Link, Text, Email and GoToMeeting.  

- To Get started as a Hybrid Tax Client simply start using your Link account by clicking on the Client Login - Individual Button in the upper left.  Complete the questionnaire and upload your tax docs as they arrive.  Within Link you can send us a message once you've uploaded all your tax docs and completed your questionnaire .  We'll immediately complete your return and invite you to schedule your Pick-up Appointment via the Schedule Appt Link above.  

3) Millennial                                        Fees Starting at $99​
​Millennial clients prefer to do most things on their smartphone, including their taxes.  These clients use Link to upload their tax documents as they arrive (W-2s, 1095s, 1099s, etc), answer our questions and communicate with us.  We complete their return and send it to them securely over Link.  These clients digitally sign the return, we efile it and that's all !!

- To Get started as a Millennial Tax Client simply start using your Link account by clicking on the Client Login - Individual Button in the upper left.  Complete the questionnaire and upload your tax docs as they arrive.  Within Link you can send us a message once you've uploaded all your tax docs and completed your questionnaire .  We'll immediately complete your return and send you a summary report detailing your Federal and State refunds along with a copy of your return for your records.  You can digitally sign the return, we efile and that's all !!  

4) Millennial Live                                Fees Starting at $199
Millennial Clients - Add an Online Pick-up Appointment !!  Once your return is ready, your CPA meets with you online via GoToMeeting.  Ask questions, understand your refund and your entire tax situation from the expert who prepared your Return.