packages
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Your Financial Peace, Priced Right
Tax Preparation Services
We provide accurate, reliable, and compliant tax preparation for individuals, small business owners, and self-employed professionals.
$
399
- Individual Tax Preparation
- Best for W-2 earners, retirees, or those with basic tax needs.
- Final pricing depends on return complexity (e.g., multiple income sources, dependents, investments).
Self-Employed & Small Business Tax Preparation
Ideal for 1099 contractors, freelancers, and small business owners.
$
799
- Income & expense reporting
- Schedule C or business entity filing
- Credit and deduction guidance
- Pricing varies based on business structure and documentation needs.
Launch Pro: Start Your Tax Business
A mentorship program for aspiring tax professionals ready to launch with confidence.
$
399
- PTIN application assistance
- IRS due diligence training
- Bank product guidance
- Credit & deduction overview
- Business setup support
- Introductory marketing strategies
- Real-world mentorship and launch guidance
- BONUS FOR EARLY SIGN-UPS:
- Top 10 Deductions for Small Business Owners — A guide to help educate your clients
- 2 Done-For-You Marketing Templates to promote your new services
Growth Builder: Software & Team Training Package
Built for active tax professionals who already hold an EFIN and are preparing to scale.
$
999
- Access to professional tax software: TaxSlayer, OLT Pro, or CrossLink
- Software setup and business-specific training
- Team onboarding & systems training
- Tools to help your practice operate efficiently
- Light support for structure and workflow enhancements
- EFIN Required – If you don’t have an EFIN yet, check out Launch Pro to get started.
- BONUS FOR EARLY SIGN-UPS:
- Top 10 Deductions for Small Business Owners — Great for educating your clients
- 2 Done-For-You Marketing Templates for brand promotion