Standalone Tax Preparation

Done-for-you tax preparation, on your schedule.

We prepare and file your return for you. Instead of the usual tax-season scramble, you send us your information by a date we set together, and we file by that date.

Scheduled tax prep takes the stress out of filing taxes and makes getting your documents to us as easy as it can be, through a secure upload portal.

Individuals: Starting at $1,500

Businesses: Starting at $3,000

Final quote depends on tax complexity, number of states, and other factors.

Contact Me Schedule a Discovery Call Get a price estimate

What's included

Preparation and filing

  • Done-for-you preparation and filing We prepare your return and file it for you.
  • Federal return plus one state return Your filing includes your federal return and one state return.
  • Secure, easy document upload Send your tax documents through a secure upload portal.
  • A scheduled filing date, set with you Your return is filed by your scheduled date when your information arrives by the agreed deadline.

How scheduled filing works

1. Book your filing date

We pick your filing date with you when you schedule, so you know when the return will be filed.

2. Send us your information by your deadline

Upload your documents through the secure portal by the date we agreed.

3. We file by your scheduled date

Your return is filed by your scheduled date when your information arrives by the agreed deadline.

More than one state?

Your return includes federal plus one state. If you file in more than one state, contact us for a quote.

Priced separately

  • Additional entities, returns and historical cleanup are scoped separately.
  • Accounts payable and accounts receivable services are not included.

Questions about this service

How much does standalone tax preparation cost?
Standalone tax preparation starts at $1,500 for individuals and $3,000 for businesses. Final quote depends on tax complexity, number of states, and other factors.
Are additional entities, returns, cleanup, AP or AR included?
Additional entities, returns and historical cleanup are scoped separately. Accounts payable and accounts receivable services are not included.

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