Resources

Answers before you even ask.

Honest pricing talk, the full document checklist, and plain-English articles on the situations we see most.

Pricing, honestly

What does tax preparation cost?

Tax preparation fees depend on the forms and complexity involved in your return. A W-2-only return generally requires less preparation than a return involving self-employment, rental properties, investments, multiple states or business ownership.

What we will not do is hide behind “contact us for pricing.” Tell us your situation and you get a clear quote before any work begins. The Complexity Check gives you an instant read in about a minute.

Interactive checklist

What documents do I need?

Work through the list. Check what you have; what remains is your gathering list.

Your progress0 / 25

Check off what you already have. Whatever is left is what to gather — or ask us about.

Personal information

Income

Deductions & credits

FAQ

The questions everyone actually asks.

Tax Resource Center

Plain-English guides.

Written the way we explain things to clients — no jargon, no fluff.