Visit Us In-Office
10:00AM to 5:00PM
By Appointment Only
Now Available Virtually
10:00AM TO 10:00PM
11595 Kelly Rd,
Fort Myers, FL 33908
Transparent Pricing. No Surprises. No Guessing.
Choose the package that fits your tax situation and book your appointment today.
Not sure which one is right for you? We'll help you figure it out on your call.
READY TO GIVE US A TRY?
Pay $0 Out of Pocket Today
With our pay-by-refund option, your tax prep fees are deducted directly from your refund so you never have to pay anything upfront. Your money stays in your wallet until your return comes in.
Which Package Is Best For You?
Choose Your Plan
Prices shown are starting rates for tax preparation only.
Complexity, number of forms, and additional schedules may affect final pricing.
Income discovery, bookkeeping, and year-round services are additional.
SINGLE
$285
Singe filers
Personal/Common Wages, Non-Taxpayers, Misc.
W-2
Single Filing Status
State Return Included (if applicable)
No Schedule 1, A & B
No Business, Rental, or Schedule C or E
Optional: Audit Protection +$39.99
FAMILY
$400
For households filing jointly or with dependents
Up to 2 W-2s
All Filing Statuses
All Dependents
Standard Deductions Only
State Return Included (if applicable)
No Schedule 1, A & B
No Business, Rental, or Schedule C or E
Optional: Audit Protection +$39.99
INVESTOR
$500
For filers with investment income and multiple W-2s.
Unlimited W-2s
All Filing Statuses
Securities Deductions Only
Standard Deductions Only
State Return Included (if applicable)
Dependent Credits
No Schedule 1, A & B
No Business, Rental, or Schedule C or E
Optional: Audit Protection +$39.99
Self-Employed
$600
For freelancers, contractors, and 1099 workers.
Up to 2 W-2s / 1099s
All Filing Statuses
Itemized & Standard Deductions
State Return Included (if applicable)
Dependent Credits
Schedule 1, A & B
Business Return on Schedule C & E
S-Corp, Corp, or Partnership, Call for Quote
Optional: Audit Protection +$39.99
CORPORATE
$1,200
For established businesses with complex filing needs.
Unlimited W-2s / 1099s
All Filing StatuseS
Itemized & Standard Deductions
State Return Included (if applicable)
More Than 2 Dependents
Schedule 1, A & B
Business Return on Schedule C & E
S-Corp, Corp, C-Corp or Partnership, Call for Quote
Optional: Audit Protection +$39.99
Bookkeeping
$185/month
Clean books year-round so you're never scrambling at tax time.
Monthly transaction categorization
Bank reconciliation
Financial reports
Year-round support
Dedicated bookkeeping expert
Need Help Beyond
Tax Season?
Tax questions don't only come up in April.
Our Beyond 4/15 Membership keeps you in our corner
year-round,
so when life changes, you have someone to call.
Year-round access to our team
Priority scheduling
Financial guidance between tax seasons
Peace of mind that doesn't expire on April 15th
Join the Beyond 4/15 Membership and stay
connected to your financial team all year long.
ADD-ON SERVICE(S)
Audits are rare, but they happen.
Protect Your Return
After You File.
Audit Protection gives you a professional in your corner if the IRS ever comes knocking,
so you're never facing it alone.
Ready to Get Started? Let's Talk.
Schedule your appointment below.
We'd love to meet you. Schedule a consultation and let's talk about what we can do for your financial future.
Lets Connect
Contact Us Today
Virtually 10:00AM to 10:00PM
In-Office By Appointment: 10:00AM to 5:00PM
Call Now: (833) 348-7734
We are proud to offer a wide range of comprehensive services to meet the needs of individual taxpayers and business owners. Our team of tax professionals specializes in limiting your tax liability and maximizing your tax refund.
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