Bronze


Silver


Gold


Platinum


Diamond


Pricing

$320

$885

$1,385

Most Popular

$1,865

Starts at $2,225, the actual fee is custom-quoted

Best For Best for taxpayers with very basic filing needs who want to establish a relationship with a CPA, or transitioning from H&R Block, Jackson Hewitt, Liberty Tax, or DIY tax filing software. Ideal for recent college graduates and single filers with W-2 jobs as a single income source, and no dependents. (In Progress) Same as above, plus for families with children and investments who have basic filing needs. (TBD) Same as Bronze, plus for families with children and investments, small business owners, landlords, and high-income W-2 employees. (TBD) Best for those with above average return complexity, those having moved across state lines or claiming multi-state residency or business exposure. (TBD) Best for wealthy investors, very high income W-2 employees, successful small and medium-size business owners, and anyone wanting the fast and top-notch service. (TBD)
Return Preparer One of our associates (CPA, EA or CPA candidates) One of our associates (CPA, EA or CPA candidates) One of our associates (CPA, EA or CPA candidates) or Mike Davidov, CPA Exclusively Mike Davidov, CPA Exclusively Mike Davidov, CPA
Completion Priority Before DeadlineFirst come, first servedFirst come, first servedFirst come, first servedAutomatic priority regardless of time submitted as long as it's before March 15Automatic priority regardless of time submitted as long as it's before April 1
Preparation TimeNo time commitment as long as prepared before deadline15-20 business days as long as onboarded before March 15 (during the tax season)8-14 business days as long as onboarded before March 15 (during the tax season)4-7 business days as long as onboarded before March 15 (during the tax season)2-3 business days as long as onboarded before April 1 (during the tax season)
What Is Included In Price
  • Up to two (2) W-2 forms
  • One (1) 1099-INT form
  • One (1) 1099-DIV form
  • Up to two (2) 1098 mortgage forms
  • Up to two (2) 1099-R forms (except for IRA conversions)
  • Or any combination of the above forms not to exceed a total of eight (8) forms
  • PLUS filing in one state (except NY, HI, CA and any state with local returns)
  • No other forms feeding into Schedule A (such as 8283) are included
  • All of the items covered under Bronze plus
  • Two (2) more W-2 forms
  • Three (3) more 1099-INT
  • Three (3) more 1099-DIV
  • Up to two (2) 1099-B combined statements (Brokerage)
  • Up to two (2) childcare providers (domestic employees not included)
  • Up to five (5) itemized non-cash donations
  • Up to two (2) 1098-T forms (tuition)
  • Or any combination of the above forms not to exceed a total of 10 forms
  • PLUS one extra state (except NY, HI, CA and any state with local returns)
  • All of the items covered under Silver
  • Reporting up to two (2) rental properties (short-term vacation properties are not covered)
  • One (1) sole proprietorship or single-member LLC taxed as a sole proprietorship (books must be completed for the year in question) that includes up to three (3) capital depreciable assets
  • One business-use auto
  • One home office
  • All of the items covered under Gold
  • Reporting up to two (2) K-1 forms
  • Filing up to seven (7) states (great deal for e-commerce sellers and consultants)
  • Unlimited Forms and Schedules
Options for Upgrade
  1. RUSH PROCESSING (24 to 96 hours) - $55 to $180 extra
  2. EXTRA STATE - $150
  3. CHILD'S RETURN (IF STUDENT) - $300
  4. QUICK TAX DUE/REFUND ESTIMATE (24 hr) - $150
  5. AUDIT DEFENSE GUARANTEE PLAN - $50
  6. MARRIED FILING JOINTLY VS SEPARATELY DECISION - $85
  1. RUSH PROCESSING (24 to 96 hours) - $120 to $300 extra
  2. EXTRA STATE - $150
  3. CHILD'S RETURN (IF STUDENT) - $300
  4. QUICK TAX DUE/REFUND ESTIMATE (24 hr) - $195
  5. AUDIT DEFENSE GUARANTEE PLAN - $75
  6. MARRIED FILING JOINTLY VS SEPARATELY DECISION - $105
  1. RUSH PROCESSING (24 to 96 hours) - $220 to $500 extra
  2. EXTRA STATE - $150
  3. CHILD'S RETURN (IF STUDENT) - $300
  4. QUICK TAX DUE/REFUND ESTIMATE (24 hr) - $250
  5. AUDIT DEFENSE GUARANTEE PLAN - $100
  6. BOOKKEEPING HEALTH CHECK - $175
  7. MARRIED FILING JOINTLY VS SEPARATELY DECISION - $125
  1. RUSH PROCESSING (24 to 96 hours) - $400 to $850 extra
  2. EXTRA STATE - $150
  3. CHILD'S RETURN (IF STUDENT) - $300
  4. QUICK TAX DUE/REFUND ESTIMATE (24 hr) - $350
  5. AUDIT DEFENSE GUARANTEE PLAN - $150
  6. BOOKKEEPING HEALTH CHECK - $175
  7. MARRIED FILING JOINTLY VS SEPARATELY DECISION - $150
Additional Services Included Return reviewed by Mike Davidov, CPA Everything in Bronze plus generic recommendations on obvious tax saving moves Everything in Silver plus estimated tax vouchers for current calendar year based on prior year tax (safe harbor method) for business owners Everything in Gold plus a 30 minute phone/video call to discuss a prepared return and/or future strategies. This is not the tax planning, which is available as a separate service. All of the items covered under Platinum plus a 60 minute phone/video call or in-person meeting to discuss a prepared return and/or future strategies
In-Person or Remote Interaction Remote only (portal use or secure fax only) Remote only (portal use or secure fax only) Choice of remote interaction (phone or video) or one in-person 30 min meeting and subsequent remote interaction Choice of remote interaction (phone or video) or one in-person 30 min meeting and subsequent remote interaction Choice of remote interaction (phone or video) or one in-person 30 min meeting and subsequent remote interaction. New clients are encouraged to meet in person
Discounts on Other Services All other services are full price unless promotions are announced 5% off W-4 optimization 10% on W-4 optimization and estimated tax vouchers, 12% on tax planning 15% on W-4 optimization and estimated tax vouchers, 20% on tax planning 20% on W-4 optimization and estimated tax vouchers, 30% on tax planning
Limits on Communication No e-mails from client (not including submission of documents, responses to D&A requests and signing e-file forms) included in pricing. Each e-mail received and responded to will be billed $50. Maximum of two e-mails from client (not including submission of documents, responses to D&A requests and signing e-file forms) included in pricing. Each additional e-mail received and responded to will be billed $50. Maximum of four e-mails from client (not including submission of documents, responses to D&A requests and signing e-file forms) included in pricing. Each additional e-mail received and responded to will be billed $50. Maximum of six e-mails from client (not including submission of documents, responses to D&A requests and signing e-file forms) included in pricing. Each additional e-mail received and responded to will be billed $50. Unlimited number of e-mails
Add-Ons All additional forms (over and above those listed under What Is Included In Price) are based on current a-la-carte pricing (we bill based on data entry volume and complexity). We will confirm a-la-carte items and total impact on the final fee upon request. All additional forms (over and above those listed under What Is Included In Price) are based on current a-la-carte pricing (we bill based on data entry volume and complexity). We will confirm a-la-carte items and total impact on the final fee upon request. All additional forms (over and above those listed under What Is Included In Price) are based on current a-la-carte pricing (we bill based on data entry volume and complexity). We will confirm a-la-carte items and total impact on the final fee upon request. All additional forms (over and above those listed under What Is Included In Price) are based on current a-la-carte pricing (we bill based on data entry volume and complexity). We will confirm a-la-carte items and total impact on the final fee upon request. N/A
Filing Extensions Filed if and when necessary, as determined by D&A; client notified; tax to be paid with extension (if any) will not be calculated by D&A Filed if and when necessary, as determined by D&A; client notified; tax to be paid with extension (if any) will not be calculated by D&A Filed only if the onboarding takes place after March 15; client notified; tax to be paid with extension is estimated based on prior year tax (safe harbor method) Filed only if the onboarding takes place after March 15; client notified; tax to be paid with extension is estimated based on supporting documents submitted Filed only if data is submitted on April 1 or later; client notified; tax to be paid with extension is calculated based on supporting documents submitted. First priority after the end of tax season to resume return preparation.