Personal Tax Filing

 

Never miss a deadline, never forget important filing paperwork and accurately report your income and expenses. Get the best return possible for your unique, personal circumstances, with a team that cares and gets the job done.

Still accepting clients for the 2024 tax year.

*Please note, new clients will be placed on an IRS extension for 2024. This extension provides extra time to file your personal or business tax return, but any taxes owed must still be paid by the April deadline. The extension only applies to filing, not to payment.

Get the return you deserve.

Your Tax Return Options

The Goldilocks

You have most of your tax sh*t together, but also have a few questions that need answering.

This includes some document review and a personalized walkthrough to cover any major questions you may have.

The Holy Grail

This is a collaborative process between you and our team.

This includes a 30-minute tax strategy call. A detailed review of your documents and recommendations for next steps.

The Goldilocks

Includes:

One Time Payment

$1,058.75

Quantity:
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  • Once per year (Summer) Tax Strategy Calls

  • Limited Email Support

  • 4 weeks turnaround time for Tax Returns

  • Extension is based on the client's discretion

  • Associate Tax Member as Point of Contact

  • Electronic Client Document Submission

Payment Plan

$352.92

$352.92 every month for 3 months
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The Holy Grail

Includes:

  • Tax Return Preparation

  • Zoom Meeting for Tax Return Review

  • Actual Real Time Estimates for Quarterly Estimated Taxes

  • Monthly Tax Optimization Checklist

  • Quarterly tax savings newsletter

  • Personalized tax plan

  • Government notice response

  • 12 Months Wealth Witches Membership

One Time Payment

$2,178.00

Quantity:
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  • Audit Support

  • Twice per year Tax Strategy Calls

  • Unlimited (one week response time) Email Support

  • 2 weeks turnaround time for Tax Returns

  • Extension is based on the client's discretion

  • Senior Tax Member as Point of Contact

  • Electronic or Paper Client Document Submission

Payment Plan

$726.00

$726.00 every month for 3 months
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Got A Question?

 
 
 

Get Your Questions Answered

For any general inquiries (and if you just want to talk smack about Dave Ramsey) email us at hello@thefreelancecfo.biz, or with the form below.