Bronze


Silver


Gold


Platinum


Diamond


Pricing

$250

$750

$1,150

Most Popular

Starts at $1,450. The actual fee is custom-quoted (quote is mandatory for multi-state e-commerce sellers).

Starts at $1,950. The actual fee is custom-quoted

Best For Best for single/head of household taxpayers transitioning from H&R Block, Jackson Hewitt, Liberty Tax, or DIY tax filing software, with basic filing needs who want to establish a relationship with a CPA Same as bronze, plus for families with children and investments Same as silver, plus for families with children and investments, small business owners, and high-income W-2 employees Best for those with average return complexity having moved across state lines, or claiming multi-state residency, or business/partnership exposure. Best for wealthy investors, very high income W-2 employees, successful small and medium business owners, and anyone wanting the fast and top-notch service
Return Preparer One of our associates (CPA, EA or CPA candidates) One of our associates (CPA, EA or CPA candidates) One of our associates (CPA, EA or CPA candidates) or Mike Davidov, CPA Exclusively Mike Davidov, CPA Exclusively Mike Davidov, CPA
Completion Priority Before Deadline First come, first served First come, first served First come, first served Automatic priority regardless of time submitted as long as it's before March 20 Automatic priority regardless of time submitted as long as it's before April 10
Preparation Time No time commitment as long as prepared before deadline 15-21 calendar days 8-14 calendar days 4-7 calendar days 2-3 calendar days
What Is Included In Price Up to two (2) W-2 forms, one (1) 1099-INT form, one (1) 1099-DIV form, up to two (2) 1098 mortgage forms, up to two (2) 1099-R forms (except for IRA conversions), or any combination of the above forms not to exceed a total of eight (8) forms PLUS filing in one state (except NY, HI, CA and any state with local returns). No other forms feeding into Schedule A (such as 8283) are included. All of the items covered under Bronze plus two (2) more W-2 forms, three (3) more 1099-INT, three (3) more 1099-DIV, up to two (2) 1099-B combined statements (Brokerage), up to two (2) childcare providers (domestic employees not included), up to five (5) itemized non-cash donations, up to two (2) 1098-T forms (tuition), or any combination of the above forms not to exceed a total of 10 forms, PLUS one extra state (except NY, HI, CA and any state with local returns) All of the items covered under Silver plus reporting up to two (2) rental properties, one (1) sole proprietorship or single-member LLC taxed as a sole proprietorship (books must be completed for a year in question) that includes up to three (3) capital depreciable assets and one home office All of the items covered under Gold plus reporting up to two (2) K-1 forms and filing unlimited states (great deal for Amazon sellers and consultants) Unlimited Forms and Schedules
Additional Services Included Return reviewed and signed off on by Mike Davidov, CPA All of the items covered under Bronze plus generic (non-numerical) recommendations on obvious tax saving moves All of the items covered under Silver plus estimated tax vouchers for current calendar year based on prior year tax (safe harbor method) All of the items covered under Gold plus a 30 minute phone call to discuss return and/or future strategies All of the items covered under Platinum plus a 60 minute phone/video call or in-person meeting to discuss return and/or future strategies
In-Person or Remote Interaction Remote only (secure portal or secure fax only) Remote only (secure portal or secure fax only) Choice of remote interaction or one 30-45 min in-person meeting and subsequent remote interaction Choice of remote interaction or one 30-45 min in-person meeting and subsequent remote interaction Choice of remote or 60 min in-person meeting. New clients are strongly encouraged to meet in person
Discounts on Other Services All other services are full price unless promotions are announced 5% off W-4 optimization 10% off W-4 optimization and estimated tax vouchers, 12% off tax planning 15% off W-4 optimization and estimated tax vouchers, 20% off tax planning 20% off W-4 optimization and estimated tax vouchers, 30% off tax planning
Limits on Communication No e-mailed questions from client (not including notification of document submission and responses to D&A information requests) included in pricing. Each e-mail received and responded to that had questions in it will be billed $50. Maximum of two (2) e-mails from client (not including notification of document submission and responses to D&A requests) included in pricing. Each additional e-mail received and responded to that had questions in it will be billed $50. Maximum of four (4) e-mails from client (not including notification of document submission and responses to D&A requests) included in pricing. Each additional e-mail received and responded to that had questions in it will be billed $50. Maximum of six (6) e-mails from client (not including notification of document submission and responses to D&A requests) included in pricing. Each additional e-mail received and responded to that had questions in it will be billed $50. Unlimited number of e-mails
Add-Ons All additional forms (over and above those listed under What Is Included In Price) are based on current a-la-carte pricing (we bill based on data entry volume and complexity) All additional forms (over and above those listed under What Is Included In Price) are based on current a-la-carte pricing (we bill based on data entry volume and complexity) All additional forms (over and above those listed under What Is Included In Price) are based on current a-la-carte pricing (we bill based on data entry volume and complexity) All additional forms (over and above those listed under What Is Included In Price) are based on current a-la-carte pricing (we bill based on data entry volume and complexity) N/A
Filing Extensions Filed if and when necessary, as determined by D&A; client notified; tax to be paid with extension (if any) will not be calculated by D&A Filed if and when necessary, as determined by D&A; client notified; tax to be paid with extension (if any) will not be calculated by D&A Filed only if data is submitted between March 20 and April 15; client notified; tax to be paid with extension is estimated based on prior year tax (safe harbor method) Filed only if data is submitted between March 20 and April 15; client notified; tax to be paid with extension is calculated based on submitted documents Filed only if data is submitted between April 10 and April 15; client notified; tax to be paid with extension is calculated based on submitted documents