Essentials
From$225
W-2 earners and straightforward individual returns.
- Federal individual return
- W-2 and simple income
- Personal preparation and review
- One point of contact throughout
Services
Care at every level.
From straightforward returns to multi-entity planning, every engagement is prepared and reviewed personally by Christian.
Business
From$450
Schedule C filers, freelancers and the self-employed.
- Schedule C and self-employment return
- Bookkeeping cleanup
- Benchmark report
- Planning letter for the year ahead
Advisory
From$1,200
Complex returns, rentals, S corporations and entity returns.
- Complex individual returns
- Rental properties
- S corp and entity returns
- Dedicated planning meeting
Add-on
Year-Round
From $150/mo
- Monthly bookkeeping
- Quarterly estimated tax payments
- IRS notice support
Prices are starting points. Your exact fee is confirmed in writing after intake, before any work begins. State returns, additional schedules or prior-year work may change the quote. [PLACEHOLDER: confirm final pricing and what is included in each tier]
Every engagement includes
The process, the same for everyone.
Apply & intake
Tell us about your situation through a short, private intake. We review every request personally and reply to schedule a conversation.
Secure documents
Once you are onboarded, you upload documents through a secure client portal. Never by email, never through this website.
We prepare & review
Christian prepares your return and reviews it carefully, coming back to you directly with any questions.
You approve & file
We walk you through the finished return. Nothing is filed until you have reviewed it and given your approval.
Not sure which tier fits?
Start with the intake. We will recommend the right level of service and confirm your fee before any work begins.