Services

Individual Income Tax (Accepting new clients for filing year: 2026)

>>Unable to file returns for individuals working or located in CA, CT, MD, NY, NV, and OR<<

• Simple W2 Tax Prep: $50 (for basic W2s, standard deduction, no complex investments)

• W2 + Itemized Deductions: $100 (for W2s plus itemized deductions like mortgage interest, property taxes, charitable contributions)

• W2 + Investments/Basic Self-Employment: $200 (W2s plus simple investment income or very basic self-employment income)

• Student/New Grad Special: $35 (for first-time filers with simple W2s, student loan interest, education credits)

• "First-Time Financial Freedom" Package: $150 (Simple W2 Tax Prep, Personalized Budgeting Kickstart, Retirement Accounts Explained)

Individual Income Tax Education

• Group Education Course: $50/person (5-10 people, designed for individuals to confidently file their own income tax returns)

• Personal Education Course: $75/hour (customize your course and learn tax topics specifically catered to your financial situation)

All filing services include a 30 minute virtual consultation, electronic filing and refund transparency, direct deposit, and secure client portal. All services included income tax education on new topics, enrollment of tax newsletter, and support for any specific tax questions.

Small Business Sales Tax Registration and Filing (Accepting new Colorado clients)

• Sales Tax/Withholding Registration Setup: $150 (assistance with state and local sales tax and withholding registration)

• Quarterly Sales Tax Filing: $125/quarter (includes filing of Lodging Tax, Retail Delivery Fee, and Consumer Use)

• Monthly Sales Tax Filing: $100/month (includes filing of Lodging Tax, Retail Delivery Fee, and Consumer Use)

• Special Event Sales Tax Registration Setup: $25 (assistance with state and local sales tax registration)

• Special Event Sales Tax Filing (each event): $25

• "Small Biz Starter" Package: $200 (Sales Tax/Withholding Registration Setup, First Sales Tax Filing)

Sales Tax Education

• Special Event Course: $25/person (5-10 people, designed for vendors to confidently register and file special event sales tax)

• Personal Education Course: $75/hour (customize your course and learn tax topics specifically catered to your financial situation)

All filing services include a 1 hour virtual consultation (30 minutes for Special Events), electronic filing and liability transparency, and a compliance check. All services included sales tax education on new topics, enrollment of tax newsletter, and support for specific tax questions.

Individual Budget Planning (Accepting new clients)

• Personalized Budgeting Kickstart: $100 (personalized budget plan aimed to save money or purchase a dream item)

• Debt Reduction Strategy Session: $100 (focused on creating a debt repayment plan, future debt prevention)

Budget Planning Education

• "Budget Basics" Workshop Course: $50/person (5-10 people, designed for individuals to confidently track and adjust their budget)

All individual services include a 30 minute virtual consultation, save money on day 1, personalized worksheets and visualizations, and a 30-60 day follow-up session. All services included new budget tips, enrollment of budget newsletter, and support for any specific budget questions.

Individual Investment Education (Purely Educational)

• "Understanding Your Statement" Session: $50 (review existing investment statements to help understand it better)

• Retirement Accounts Explained (IRA/401k): $50 (focused on different types of retirement accounts and their benefits)

• Custom Education Package: $75/hour (for specific topics a client wants to learn more about)

• "Investing 101" Workshop: $50/person (5-10 people, designed for individuals to start investing and basic understanding of concepts like compounding, different account types, and investment vehicles)

All individual services include a 30 minute virtual consultation, study guide for future reference, and a 30-60 day follow-up session. All services included new investing tips, enrollment of investing newsletter, and support for any specific investment questions.

Individual Income Tax Filing: 20% Discount

• Consecutive annual filings receive a 20% discount after your first filing.

Referral Discount: 20% Discount

• Refer a Friend: 20% discount rewarded when refferral purchases services.

• Five refferals equals a 100% service discountg (refferals must purchase services and amount cannot exceed 100%)

• Discounts can compound with an individual income tax annual filing discount.

Both client and friend must provide accurate names and email addresses to qualify for the referral program. Services need to be booked and paid before a discount is rewarded. Participation in the referral program implies acceptance of all rules, with final authority on eligibility residing with the company."