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.
Accepting clients for the 2025 tax year.
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.
Choose your plan
The Goldilocks
$1200
→Tax Return Preparation
→ Loom Video Review
→ Quarterly Tax Checklist
→ IRS Notice Response
→ Associate Tax Member
→ 6-Month Wealth Witches Membership (For $1/month)
→ 1 Tax Strategy Call/Year*
→ Limited Email Support
→ 4-Week Turnaround
→ Filed on an Extension Basis
Popular
The Holy Grail
$2400
Everything in Goldilocks, plus/upgrade:
→ 1:1 Zoom Review
→ Real-Time Quarterly Estimates
→ Monthly Tax Checklist
→ Personalized Tax Plan
→ Audit Support
→ 12-Month Wealth Witches Membership
→ 2 Tax Strategy Calls/Year
→ Unlimited Email Support
→ Senior Tax Member
→ 2-Week Turnaround
The Goldilocks
Includes:
Tax Return Preparation
Recorded Loom Video for Tax Return Review
Safe Harbor Estimates (based on the prior year) for Quarterly Estimated Taxes
Quarterly Tax Optimization Checklist
Quarterly tax savings newsletter
Government notice response
One Time Payment
$1,200
Once per year (Summer/Fall) 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
$92.31 for 13 months
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
One Time Payment
$2,400
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
$184.62 for 13 months
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.