Welcome to our comprehensive pricing page for tax preparation services. We offer a range of plans tailored to meet the diverse needs of our clients, from individuals and families to small business owners and high-income professionals. Each plan is designed to provide exceptional value, ensuring that you receive the expert tax assistance and advice you need.
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Our plans cater to a variety of tax situations, from simple to complex, and are priced to reflect the level of service and expertise provided. Whether you’re looking for basic tax preparation or comprehensive tax planning and consultation, our plans are structured to meet your specific needs.
Plan Options and Pricing at a Glance
Bronze Plan
$635: Ideal for single or head of household taxpayers with basic filing needs. Covers up to eight third-party tax forms and filing in one state. Services are remote, with a focus on establishing a CPA relationship.
Silver Plan
$975: Best suited for families with children and investments. It covers up to 15 third-party tax forms and one extra state. Offers remote services and a small discount on other services.
Gold Plan
$1,525: Tailored for families with children and investments, small business owners, and high-income W-2 employees. It includes all Silver services plus reporting for up to two rental properties and a business (sole proprietorship or single-member LLC).
Platinum Plan
$1,975: Ideal for those with above average return complexity, multi-state residency or income, or business/partnership exposure. Offers all Gold services plus K-1 form reporting and up to seven state filings.
Diamond Plan
Starts at $2,225: Designed for wealthy investors, high-income employees, and business owners seeking fast, top-notch service. Includes unlimited forms and schedules, and prioritized, comprehensive services. Custom quote is required.
Full Pricing Table
| Bronze | Silver | Gold (Most Popular) |
Platinum | Diamond | |
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Request a Consultation | Request a Consultation | |
| Pricing | $635 | $975 | $1,525 | $1,975 | Starts at $2,225 |
| 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. | Same as Bronze level, plus for families with children and investments who have basic filing needs. Straightforward tax situations where predictability is high and surprises are unlikely | Same as Silver level, plus for families with children and investments, small business owners, landlords, high-income W-2 employees and investors who want fewer surprises and faster clarity | Best for those with above average return complexity, those having moved across state lines or claiming multi-state residency or business exposure. | 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 |
| Return Preparer | One of our associates (CPA or EA credentialed only – no junior staff or foreign outsourcing) | One of our associates (CPA or EA credentialed only – no junior staff or foreign outsourcing) | One of our associates (CPA or EA credentialed only – no junior staff or foreign outsourcing) 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 April 15 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 |
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| Options for Upgrade |
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All options are individually quoted
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| Add-Ons/Complexity Bands/In-Between Levels | |||||
| Minor Band | Many items covered by Silver Level – $150 to $350. Makes sense to select Silver level if the total Bronze + Minor Band Add-Ons approach or exceed the Silver Level fee. | ||||
| Moderate Band | Many items covered by Gold Level – $350 to $890. Makes sense to select Gold level if the total Bronze + Moderate Band Add-Ons approach or exceed the Gold Level fee. | Many items covered by Gold Level – $150 to $550. Makes sense to select Gold level if the total Silver + Moderate Band Add-Ons approach or exceed the Gold Level fee. | |||
| Complex Band | Many items covered by Platinum Level – $890+. Makes sense to select Platinum level if the total Bronze + Complex Band Add-Ons approach or exceed the Platinum Level fee. | Many items covered by Platinum Level – $550 to $1000. Makes sense to select Platinum level if the total Silver + Complex Band Add-Ons approach or exceed the Platinum Level fee. | Many items covered by Platinum Level – $150 to $450. Makes sense to select Platinum level if the total Gold + Complex Band Add-Ons approach or exceed the Platinum Level fee. | ||
| Additional Services Included | Return reviewed by Mike Davidov, CPA | Same as Bronze level plus generic recommendations on obvious tax saving moves | Same as Silver level plus estimated tax vouchers for current calendar year based on prior year tax (safe harbor method) for business owners | Same as Gold level 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. | Same as Platinum level 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 (phone, video, e-mail and portal use only) | Remote only (phone, video, e-mail and portal use only) | Choice of remote interaction (e-mail, phone, video and portal) or one in-person 20 min meeting and subsequent remote interaction | Choice of remote interaction (e-mail, phone, video and portal) or one in-person 30 min meeting and subsequent remote interaction | Choice of remote interaction (e-mail, phone, video and portal) or one in-person 45 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 |
| Communications | Communication is streamlined and focused on completing the return efficiently. E-mail only. | Communication is designed for efficient completion of your return. E-mail only. | Communication is flexible and designed to support clarity and peace of mind | Communication is priority-based and proactive. | Communication is unrestricted |
| 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. |
Bronze Plan
- Request a Consultation: Link
- Pricing: $635
- 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.
- Return Preparer: One of our associates (CPA or EA credentialed only – no junior staff or foreign outsourcing).
- Completion Priority Before Deadline: First come, first served.
- Preparation Time: No time commitment as long as prepared before April 15 deadline.
- 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.
- Options for upgrade:
- RUSH PROCESSING (24 to 96 hours) – $55 to $180 extra
- EXTRA STATE – $180
- 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
- Additional Services Included: Return reviewed by Mike Davidov, CPA.
- In-Person or Remote Interaction: Remote only (phone, video, e-mail and portal use only).
- Discounts on Other Services:
- All other services are full price unless promotions are announced.
- Communications:
- Communication is streamlined and focused on completing the return efficiently. E-mail only.
- 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.
- Add-Ons/Complexity Bands/In-Between Levels
- Minor Band: Many items covered by Silver Level – $150 to $350. Makes sense to select Silver level if the total Bronze + Minor Band Add-Ons approach or exceed the Silver Level fee.
- Moderate Band: Many items covered by Gold Level – $350 to $890. Makes sense to select Gold level if the total Bronze + Moderate Band Add-Ons approach or exceed the Gold Level fee.
- Complex Band: Many items covered by Platinum Level – $890+. Makes sense to select Platinum level if the total Bronze + Complex Band Add-Ons approach or exceed the Platinum Level fee.
Silver Plan
- Request a Consultation: Link
- Pricing: $975
- Best For: Same as Bronze plus for families with children and investments who have basic filing needs. Straightforward tax situations where predictability is high and surprises are unlikely.
- Return Preparer: One of our associates (CPA or EA credentialed only – no junior staff or foreign outsourcing).
- Completion Priority Before Deadline: First come, first served.
- Preparation Time: 15-20 business days as long as onboarded before March 15 (during the tax season).
- What Is Included In Price:
- Up to three (3) W-2 forms,
- Four (4) 1099-INT,
- Four (4) 1099-DIV except for foreign tax reporting,
- Up to two (2) 1099-B combined statements (Brokerage) except for RSU reporting,
- 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 15 forms,
- PLUS one extra state (except NY, HI, CA and any state with local returns).
- Options for upgrade:
- 1. 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
- Additional Services Included: All of the items covered under Bronze plus generic recommendations on obvious tax saving moves.
- In-Person or Remote Interaction: Remote only (phone, video, e-mail and portal use only).
- Discounts on Other Services:
- 5% off W-4 optimization.
- Communications:
- Communication is designed for efficient completion of your return. E-mail only.
- 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.
- Add-Ons/Complexity Bands/In-Between Levels
- Moderate Band: Many items covered by Gold Level – $150 to $550. Makes sense to select Gold level if the total Silver + Moderate Band Add-Ons approach or exceed the Gold Level fee.
- Complex Band: Many items covered by Platinum Level – $550 to $1000. Makes sense to select Platinum level if the total Silver + Complex Band Add-Ons approach or exceed the Platinum Level fee.
Gold Plan (Most Popular)
- Request a Consultation: Link
- Pricing: $1,525 (Most Popular)
- Best For: Same as Silver plus for families with children and investments, small business owners, landlords, high-income W-2 employees and investors who want fewer surprises and faster clarity.
- Return Preparer: One of our associates (CPA or EA credentialed only – no junior staff or foreign outsourcing) or Mike Davidov, CPA.
- Completion Priority Before Deadline: First come, first served.
- Preparation Time: 8-14 business days as long as onboarded before March 15 (during the tax season).
- What Is Included In Price:
- All of the items covered under Silver plus:
- 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 a year in question) that includes up to
- three (3) capital depreciable assets
- one business-use auto,
- and one home office.
- Options for upgrade:
- 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
- Additional Services Included: All of the items covered under Silver plus estimated tax vouchers for current calendar year based on prior year tax (safe harbor method) for business owners.
- In-Person or Remote Interaction: Choice of remote interaction (e-mail, phone, video and portal) or one in-person 20 min meeting and subsequent remote interaction.
- Discounts on Other Services:
- 10% on W-4 optimization and estimated tax vouchers.
- 12% off tax planning.
- Communications:
- Communication is flexible and designed to support clarity and peace of mind.
- Filing Extensions: 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).
- Add-Ons/Complexity Bands/In-Between Levels
- Complex Band: Many items covered by Platinum Level – $150 to $450. Makes sense to select Platinum level if the total Gold + Complex Band Add-Ons approach or exceed the Platinum Level fee.
Platinum Plan
- Request a Consultation: Link
- Pricing: $1,975
- Best For: Best for those with above average return complexity, those having moved across state lines or claiming multi-state residency or business exposure.
- Return Preparer: Exclusively Mike Davidov, CPA.
- Completion Priority Before Deadline: Automatic priority regardless of time submitted as long as it’s before March 15.
- Preparation Time: 4-7 business days as long as onboarded before March 15 (during the tax season).
- What Is Included In Price:
- All of the items covered under Gold plus
- reporting up to two (2) K-1 forms and
- filing up to seven (7) states
- (great deal for e-commerce sellers and consultants).
- Options for upgrade:
- 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: All of the items covered under 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.
- In-Person or Remote Interaction: Choice of remote interaction (e-mail, phone, video and portal) or one in-person 30 min meeting and subsequent remote interaction.
- Discounts on Other Services:
- 15% on W-4 optimization and estimated tax vouchers.
- 20% off tax planning.
- Communications: Communication is priority-based and proactive.
- Filing Extensions: 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.
Diamond Plan
- Request a Consultation: Link
- Pricing: Starts at $2,225. The actual fee is custom-quoted.
- 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.
- Return Preparer: Exclusively Mike Davidov, CPA.
- Completion Priority Before Deadline: Automatic priority regardless of time submitted as long as it’s before April 1.
- Preparation Time: 2-3 business days as long as onboarded before April 1 (during the tax season).
- What Is Included In Price:
- 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: Choice of remote interaction (e-mail, phone, video and portal) or one in-person 45 min meeting and subsequent remote interaction. New clients are encouraged to meet in person.
- Discounts on Other Services:
- 20% on W-4 optimization and estimated tax vouchers,
- 30% off tax planning.
- Communications: Communication is unrestricted.
- Filing Extensions: 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.
- Add-Ons/Complexity Bands/In-Between Levels: N/A