What Happens on the Consultation Call

A simple flow so you know exactly what to expect.

1

Quick situation review

You share your situation (personal, business, back taxes, IRS notice). We clarify what’s most important first.

2

Document checklist

You’ll get a focused list of what to gather. Missing items? We map what to request and what alternatives can work.

3

Plan + starting-at pricing

We explain next steps, timeline, and “starting at” pricing ranges based on complexity and scope.

Goal: you leave knowing your exact next step — not feeling overwhelmed.

Pricing (Starting-At Ranges)

Final pricing depends on complexity and completeness of documents. We confirm your range on the call.

Personal Tax Prep
$175 starting at
  • W-2 / 1099 / common credits
  • Schedule the call to confirm complexity

Complex returns (multiple states, investments, etc.) may increase cost.

Business Tax Prep
$450 starting at
  • Small business filings
  • Best results with organized records

Pricing varies by entity type + bookkeeping readiness.

Back Taxes
$175 per year starting at
  • Identify missing years + file in the right order
  • Document replacement plan if missing items

See Back Taxes page

Not sure? Book the free call — we’ll confirm the best-fit service and range.

What to Bring (Quick Checklist)

Bring what you have. We’ll fill gaps with a plan.

Always helpful

  • Last filed return (if available)
  • Any IRS/state notices
  • Photo ID (if needed for verification steps)

Income documents

  • W-2s, 1099s, K-1s (if applicable)
  • 1099-G (unemployment), SSA-1099
  • Brokerage statements (if applicable)

If self-employed / business

  • Income summaries (Square/Stripe/PayPal, invoices)
  • Expense summaries (categories)
  • Bank statements (if receipts are missing)

Remote / In-Person + Policies

Clear expectations = less stress.

Remote nationwide

Most clients meet remotely. You’ll receive a checklist and clear steps after the call.

In-person (if available)

If in-person appointments are available in your area, we’ll confirm options during booking.

Cancellation policy

Please cancel or reschedule at least 24 hours before your appointment time so we can offer the slot to another client.

Booking FAQ

Short answers. If you still have questions, bring them to the call.

Is the initial consultation free?

Yes. The 15-minute call is free and designed to clarify what you need, what documents apply, and which service is the best fit.

Do you work remotely and nationwide?

Yes. We work nationwide. Most clients meet remotely. If in-person is available, we’ll confirm options during booking.

What do I need to bring to the call?

Bring any IRS notices, last filed return (if available), and income documents you already have (W-2s/1099s). If documents are missing, we’ll map what to request next.

What is your cancellation policy?

Please cancel or reschedule at least 24 hours before your appointment time so we can offer the slot to another client.