ServicesPricing
Tax Preparation
With Tax Preparation, CPAs who know real estate and business prepare your return and get the depreciation and rental rules right. A senior CPA walks you through it on video before we file it.
February to April, and August to October.
$2,000starting price, per return
You get your exact price on the first call, before any work starts.
Liz Hernandez, CPA
Leads tax preparation and compliance
How it works
Step 1
Kick-off and documents
- A 30-minute Kick-Off Call, within 30 days of signing up.
- You upload your tax documents to our secure client portal.
- You fill in our questionnaire there, so we can complete your return in full.
- You can ask us about your return through the portal at any point.
Step 2
Preparation and review
- Our preparers sort through your documents and prepare your return.
- A senior CPA reviews it, so it is filed accurately.
- We ask any clarifying questions through the portal.
Step 3
Video walkthrough
- Your return arrives in the portal within four to six weeks of us receiving all your information.
- A senior CPA walks you through the main lines of your return, and the positions we took, on video.
- Once you have reviewed and approved it, we file.
What’s included
- US Form 1040 (Up to 2 Schedule E OR 2 Schedule C businesses or one of each)
- 1 State Return
- Review of 3 Prior Year Tax Returns
- 30-Minute Kick-Off Call
- Video Walkthrough of Return
- Safe Harbor Estimated Tax Vouchers: Federal and State Quarterly Estimates
- Routine IRS and State Notices About the Return
- 72-hr Response Time
- 4-6 Weeks Tax Return Turnaround
- Add-On Fees: Based On Complexity
- Optional Add-On Service: One-Time Estimated Tax Projection/April 15th Estimate, $500 per estimate
- Optional Add-On Service: 60-Minute Tax Consultation, $500 per call
Billed by the hour
- Forward-looking tax advice and projections
- Scenario modeling
- Planning for a transaction
- Entity questions
- Real estate planning
- Retirement planning
Due dates for the 2026 tax year
For the 2026 tax year, individual federal returns are due April 15, 2027, or October 15, 2027 with an extension. Estimated tax is paid in four parts, from April 15, 2026, to January 15, 2027.
- Q1 estimated tax payment
- Q2 estimated tax payment
- Q3 estimated tax payment
- Q4 estimated tax payment
- Business returns: partnership (Form 1065) and S corporation (Form 1120-S)
- Individual returns (Form 1040), or a request for an extension (Form 4868)
- Business extended returns: partnership (Form 1065) and S corporation (Form 1120-S), if extended
- Individual extended returns (Form 1040), if extended
Federal dates for calendar-year filers. A deadline on a weekend or a legal holiday moves to the next business day, and the IRS postpones deadlines in federally declared disaster areas. Checked 6 October 2026 against IRS Publication 509, Tax Calendars.
Is Tax Preparation right for you?
This is for you if
- You invest in real estate or own a business, and want your return prepared by CPAs who know where the tax savings are in:
- You want to avoid compliance mistakes that could draw an audit or be a headache to fix later.
- You’d like your proactive tax advisor and your tax preparer to be working together under the same company to ensure that the tax-savings strategies you implemented properly flow to your return.
This is not for you if
- You want the lowest-cost way to file a tax return.
- You only work a W-2 job and your tax situation is straightforward with no equity compensation, businesses, or rental properties.
- You’d rather not upload documents to a secure online portal.
- You want your current tax preparer to keep preparing your tax return, but you want to talk to us about proactive tax strategies.
If the first list sounds like you, the next step takes five minutes.
Book your free discovery call