Flat-Fee Tax Preparation
Individual or business return, simple or complex? A licensed CPA prepares your return personally, files it once you approve, and looks for deductions you are entitled to, all for one flat fee you know before we begin.
Built for People Who Want It Done Right
If any of these sound familiar, this service was built for your situation.
You want your 1040 done right
A straightforward personal return, prepared by a CPA who actually checks the details.
You own a business
An LLC, S-Corp, or partnership return that needs to tie out and be filed on time.
You have rentals or investments
Schedule E, capital gains, and K-1s that deserve more than a storefront preparer.
Your year changed
A new job, a move, marriage, or a new dependent shifted your tax picture.
Your last preparer fell short
Sloppy work or no responsiveness left you wanting a real professional.
You want a CPA, not a kiosk
You would rather work with a credentialed professional than a seasonal storefront.
Accurate Returns From a Licensed CPA
You get a credentialed professional who prepares the return, checks for missed money, and stands behind it.
Individual and business returns
From a simple 1040 to S-Corp and partnership returns, all handled in-house.
Every credit and deduction checked
We look for the items a rushed preparer misses, so you are not overpaying.
Prepared and filed by a licensed CPA
Your return is prepared correctly and filed by the deadline, with no last-minute scramble.
Flat fee, quoted upfront
One fixed price after an introductory consultation. No hourly meter, and you approve the number before any work starts.
Everything Your Return Needs
A complete, accurate filing for your situation, individual or business.
Estate and Trust Income Tax Preparation
When someone passes away or a trust earns income, a separate income tax return (Form 1041) is often required for the estate or trust. These returns have their own rules for income, distributions, and beneficiary reporting. Pricing is confirmed as a flat fee after a short review of the estate or trust and its activity.
You Know the Cost Before Any Work Begins
Tax preparation is priced by the complexity of your return, not by the hour, confirmed as one flat fee after an introductory consultation, before any work begins. See the Fees page for how flat-fee pricing works.
From First Call to Filed, in Five Simple Steps
You always know what comes next. Here is exactly what working together looks like.
Schedule your consultation
Book a free, no pressure call. We confirm the scope of your return before you commit to anything.
Receive your flat-fee quote
One clear, fixed price for your return. You approve it before anything starts.
Upload documents securely
Send your W-2s, 1099s, and records through an encrypted portal, on your own schedule.
We prepare and file
Jason prepares the return personally, checks for missed items, and files it once you approve.
Year-round support
Questions do not stop after April. Ongoing planning support is available when it is included in your service plan or proposal.
A Credentialed Professional, Not a Storefront
Licensed CPA
A credentialed professional prepares and signs your return, not a seasonal preparer.
Individual and business
1040s, S-Corps and partnerships are all handled in-house and coordinated.
Money not left behind
We review prior returns and check for credits and deductions a rushed preparer misses.
Flat-fee transparency
A fixed price up front. No hourly meter and no surprise invoice.
Responsive
Messages are generally answered within one business day, from the person doing the work.
Direct CPA access
You work with Jason from the first call through filing.
“Jason caught the active participant election for my rental property that I had left off. He even sent me a link to the IRS site so I could see it for myself. Really glad I found him.”
Tax Preparation Questions, Answered
What does the flat fee include?
How is your fee determined?
Can you handle both my personal and business returns?
Do you review my prior-year return?
What if I have income in multiple states or countries?
How much does a return cost?
Other Ways Jason Can Help
Tax preparation often connects to these services.
Get Your Return Done Right
One introductory consultation gives you a clear, flat-fee quote and a CPA who checks the details. No pressure, no obligation, just accurate work from a licensed professional.