Personal Income Tax

Offering a robust line of products to meet your personal and business needs

Enhance your tax experience

Taxes don’t have to be daunting. We make the tax process easy and smooth. You can expect:

  • A modern process from start to finish—Our advanced platform supports a completely digital process from tax document upload to signature and filing.
  • Customized support—We put in the time to understand your personal tax situation to make sure you get the refund you deserve or minimize your tax burden as much as possible.
  • Service all year—We are here to support you with tax advice throughout the year…not just at tax time. You can count on us for strategic advice that leads to smart tax decisions all year long.
  • Fixed pricing—The price you see is the price you pay. The only variable is how many states you will be filing in.

1040 Service Packages


Fixed price: $160

Income sources:

  • Wages (W-2's)
  • State returns included (1)

Wage Earner/Retiree

Fixed price: $770

Income sources:

  • Wages (W-2's)
  • IRA, pensions, annuities
  • (1) rental property or K-1 form partnership, S-Corporation, or trust
  • State returns included (1)


Fixed price: $1,310

Income sources:

  • Small business with sales greater than $100,000
  • 2-3 rental properties, K-1 from partnerships, S-Corporations, or trusts

Venture Capitalist

Custom pricing based on complexity

Base price: $2,750

Income sources:

  • 4 or more rental properties, K-1's from partnerships, S-Corporations, or trusts

Additional state price: $220