The Approachable Accountant | Tax Prep and Accounting

Full-Service Tax Prep

We specialize in tax and advisory services for taxpayers who have complex tax situations including self-employment, rental income, disposition of assets, capital gains, changing family dynamics and financial situations.

Our full-service tax prep service is a consultative process. We analyze your prior year return and current year information for possible tax savings, then request additional documents and information as needed to ensure you pay the least tax, legally based on your tax position.

Tax prep services include:

Professional preparation by a degreed accountant

Secure client portal with bank-level encryption

Free phone app with built-in document scanner

Secure messaging, organizers, task lists and more, all in one place

All returns are triple-checked for accuracy

Still have questions? Schedule a live review via phone or Zoom

Full return analysis to determine whether you could benefit from tax planning

Estimated payment vouchers (if needed)

Audit Protection Plus® coverage (1040 returns only)

Important: Do not send any personal or tax information via email,
voicemail, text, online messenger, US mail, or any other means of transmission or delivery.

Our minimum fee for any full-service tax preparation is $500.

The typical fee for Form 1040 Individual Tax Returns is $600-850, depending on the complexity of the return.

Click here for more information about our fee structure.

A Schedule C (Profit or Loss from Business for a Sole Proprietorship) is $100; additional forms may be required with this filing. Please note that this fee assumes that you provide complete financial documentation for your business activity including income statement and fixed asset depreciation schedule (if applicable). If write-up (bookkeeping) services are required to complete your return, additional fees will apply. We will contact you to discuss before beginning that work.

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IMPORTANT: DO NOT SEND ANY PERSONAL OR TAX INFORMATION VIA EMAIL, VOICEMAIL, TEXT,
ONLINE MESSENGER, MAIL, OR ANY MEANS OF TRANSMISSION OR DELIVERY OTHER THAN OUR SECURE ONLINE PORTAL.