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 Deadline
First come, first served
First come, first served
First come, first served
Automatic priority regardless of time submitted as long as it's before March 15
Automatic priority regardless of time submitted as long as it's before April 1
Preparation Time
No time commitment as long as prepared before deadline
15-20 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
RUSH PROCESSING (24 to 96 hours) - $55 to $180 extra
EXTRA STATE - $150
CHILD'S RETURN (IF STUDENT) - $300
QUICK TAX DUE/REFUND ESTIMATE (24 hr) - $150
AUDIT DEFENSE GUARANTEE PLAN - $50
MARRIED FILING JOINTLY VS SEPARATELY DECISION - $85
RUSH PROCESSING (24 to 96 hours) - $120 to $300 extra
EXTRA STATE - $150
CHILD'S RETURN (IF STUDENT) - $300
QUICK TAX DUE/REFUND ESTIMATE (24 hr) - $195
AUDIT DEFENSE GUARANTEE PLAN - $75
MARRIED FILING JOINTLY VS SEPARATELY DECISION - $105
RUSH PROCESSING (24 to 96 hours) - $220 to $500 extra
EXTRA STATE - $150
CHILD'S RETURN (IF STUDENT) - $300
QUICK TAX DUE/REFUND ESTIMATE (24 hr) - $250
AUDIT DEFENSE GUARANTEE PLAN - $100
BOOKKEEPING HEALTH CHECK - $175
MARRIED FILING JOINTLY VS SEPARATELY DECISION - $125
RUSH PROCESSING (24 to 96 hours) - $400 to $850 extra
EXTRA STATE - $150
CHILD'S RETURN (IF STUDENT) - $300
QUICK TAX DUE/REFUND ESTIMATE (24 hr) - $350
AUDIT DEFENSE GUARANTEE PLAN - $150
BOOKKEEPING HEALTH CHECK - $175
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.