Service:

Select a service to schedule an appointment.

  • Tax Preparation

    One of our Tax Nerds will prepare your current or prior year's federal and state (if required) tax returns. 

    Please choose the Tier that best matches your tax situation.
    For General Consultations (not tax preparation) please see the Consultation section.


    Please note: Between February 15 - April 15 our focus will be on tax preparation. General consults will have to happen outside that time timeframe. 

    • Tier 3: Ind or Married w/rental income, stocks, k-1s, etc. $75
      Tier 3 Tax Preparation is for Individuals or Married Folks with gross income greater than $140k, OR anyone with any of the following: stocks, rental income, K-1s, home sale, Farm income, etc. 
      PLEASE NOTE: if you want to work with Marci or Diana you will be paying higher Tier rates. 

      Tier 3 minimum fees:   
      • Individual 1040 tax return: $325 (minimum) - may increase dependent on the income level (Gross Receipts) and complexity of your return.

      • Married 1040 tax return: $575 (minimum) - may increase dependent on the income level (Gross Receipts) and complexity of your return, i.e., more than 2 schedules activated.

      The $75 deposit listed above will be applied to your final tax preparation fee. 



    • Tier 4: Appointments with Diana or Marci $100
      Tier 4 Tax Preparation is for Individuals or Married Folks who want to work with Diana or Marci
      PLEASE NOTE: if you schedule an appointment with Marci or Diana you will be paying Tier 4 rates. 

      Tier 4 minimum fees:   
      • Individual 1040 tax return: $375 (minimum) - may increase dependent on the income level (Gross Receipts) and complexity of your return.

      • Married 1040 tax return: $650 (minimum) - may increase dependent on the income level (Gross Receipts) and complexity of your return, i.e., more than 2 schedules activated.

      The $100 deposit listed above will be applied to your final tax preparation fee. 



    • Tier 5: Business Entity Tax Preparation $150
      Tier 5 Tax Preparation is for the following business entities: Partnerships, Multi-Member LLC's, and S-Corps
      ** Deadline is March 15th **

      Tier 3 minimum fees:  
      • Partnership and Multi-Member LLC: $650 (minimum) - may increase dependent on the income level (Gross Receipts) and the complexity of your return.

      • S-Corp returns: $850 (minimum) - may increase dependent on the income level (Gross Receipts) and the complexity of your return.
       
      PLEASE NOTE:  If you have a Single-member LLC you should schedule a PERSONAL tax appointment.

      The $150 deposit listed above will be applied to your tax preparation fee.



Tax Nerds: Diana Y Greiner change