Get a Quote

Get a fixed quote.

90 seconds. Fixed fee in writing within one business day.

Tell us about your tax situation. We come back with a flat fee in writing — no hourly billing, no scope-creep surprises, no surprise charges in April. No call required — from quote to filed return, everything runs by text and email through the secure client portal. If your situation needs a quick scoping call before we can quote, we'll suggest a time. No charge for the consult.

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When do you want to start? (optional)

If you have a target date — return deadline, expected document arrival, etc.

Quick complexity check (helps us scope quickly)

What do you need a quote for?

How many business entities?

Live in a no-income-tax state (FL, TX, TN, NV, WA…) with no out-of-state income? Choose 0.

How many state returns will you file?

I have equity compensation this year (RSUs, ISOs, NSOs, ESPP)

I receive K-1s (partnership / S-corp ownership)

I own rental property (one or more)

I sold investments this year (stocks, 1099-B, crypto)

I have self-employment or side-business income (Schedule C)

I have foreign accounts or foreign income (FBAR / 8938)

I receive trust or estate income

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The more we know up front, the more accurate the quote — and the faster we can scope.

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What happens next: we review your situation, draft a fixed fee, and reply — typically within one business day. If your situation needs a quick scoping call first (15–20 min), we'll suggest a time. No charge for the consult.

Prefer to browse first?
· See our flat-fee pricing by tier
· Read the Pricing FAQ for what's included / what's not
· See how the engagement works from discovery to filed return
· Or book a free 15-min Tax Strategy Discovery instead