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.
This includes one 30-minute tax strategy call, some document review and a personalized walkthrough.
The Holy Grail
This is a collaborative process between you and our team.
This includes two 30-minute tax strategy call, a detailed review of your documents and recommendations for next steps.
The Essentials
You have your tax sh*t together, feel confident in your materials and don’t need a detailed review.
You just need someone to get it all organized, filed and submitted for you!
Choose your plan
The Goldilocks
$1200
Everything in The Essentials, plus/upgrade:
→ Loom Video Review
→ Quarterly Tax Checklist
→ IRS Notice Response
→ 6-Month Wealth Witches Membership (For $1/month)
→ 1 Tax Strategy Call/Year*
→ Limited Email Support
→ 4-Week Turnaround
→ Extensions: Client’s Discretion
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 Essentials
$900
→ Tax Return Preparation
→ Email Review for Tax Return
→ Safe Harbor Quarterly Estimates
→ Annual Tax Checklist
→ Quarterly Tax Newsletter
→ Associate Tax Member
→ 8-Week Turnaround
→ Filed on an Extension Basis
The Essentials
Includes:
Tax Return Preparation
Email Communication for the Tax Return Review
Safe Harbor Estimates (based on the prior year) for Quarterly Estimated Taxes
Annual Tax Optimization Checklist
Quarterly tax savings newsletter
One Time Payment
$900
8 weeks turnaround time for Tax Returns
Filed on an Extension Basis
Associate Tax Member as Point of Contact
Electronic Client Document Submission
Payment Plan
$69.23 for 13 months
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 (IRS 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.