Tax Preparation

¢lean $imple Tax

We prepare your tax forms and help minimize your tax bill, so you can relax and enjoy more of your money.


We help stop taxes from taxing you!

Year-end Planning for Tax Year 2024

Tax Forms We Service

Split Your Tax Preparation Fee into Monthly Payments

as low as $10.95 per month

 

Promo Code TY24SP1040


Subscription Plan

1040 Tax Prep Subscription

Professional tax preparation made convenient and affordable!


  • Subscription period runs annually from April 1 through March 31.
  • Your filing requirements at the time of filing will determine your actual tax preparation cost.
  • Subscription does not include taxes, penalties, or interest owed by the taxpayer(s).
  • Unpaid subscription balances will be due at the time of tax filing, along with any additional tax preparation costs incurred.
  • Subscription surpluses will be credited to your account, and your subscription will be prorated for the next subscription period.


Basic

$10.95 / month

  • Federal Tax Return
  • 1 State Tax Return



  • Unlimited Email Support



  • Money Skills Toolkit: Financial Management Resource Portal (Toolkitten-free)


Standard

$17.95 / month

  • Federal Tax Return
  • 1 State Tax Return



  • Unlimited Email Support
  • Chat Support January - April
  • Money Skills Toolkit: Financial Management Resource Portal (Toolkitten-free)
  • Tax Records Archive


Deluxe

$34.95 / month

  • Federal Tax Return
  • 1 State Tax Return
  • 1 City/Local Tax Return or 2nd State Tax Return
  • Unlimited Email Support
  • Chat Support January - October
  • Money Skills Toolkit: Financial Management Resource Portal (Toolkitten-free)
  • Tax Records Archive


Promo Code TY24SP1040

Subscription Plan

Terms of Service

Identification Required


For verification and/or electronic filing purposes, you must provide a valid government-issued photo ID and social security card for yourself, and social security card for your spouse if you are married. You must also provide a valid social security card for each dependent you claim on your tax return.

Tax Preparation Fee


Your tax preparation fee is due at the time your tax return is prepared. We accept cash and checks (for in-person appointments only), online payments via our payment center, and payments via bank products provided by our office (some products subject to approval).

 

Click below to see our ¢lean $imple pricing for your ¢lean $imple Tax preparation.

View Price List

Consultation Fee


A consultation fee will be charged for providing data entry and related consultation services if you decide not to file your tax return(s) with our office. The fee must be paid using the methods described above at the time your source documents are returned to you.

Preparing for Your Appointment


Our Source Document Guide will help you gather documents and other information that will help us get you the largest refund legally allowed.

View Source Document Guide

Discounts for Tax Clients

Book Now Discount


You schedule your tax preparation appointment online via our website. You get $10.00 off your tax preparation fees.

Returning Client Discount


You were our client the previous tax year. You get $15.00 off your current season tax preparation fees.

Young Adult Discount


You are age 18-21 and your filing status is single. You get 18% - 21% off your first-time tax preparation fees.*

 

*Only first-time clients within specified age range are eligible. Discount percentage corresponds with your age at the time of your tax preparation services.

Toolkit Subscriber Discount


You have a paid subscription for the Money Skills Toolkit. You get $10 - $50 off your tax preparation fees.*

 

*Discount is equal to your Toolkit subscription fee for one month.

Schedule with ¢lean $imple Tax

So You Can Relax

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