Our Services
We’re a virtual tax office based in South Florida, serving clients nationwide. Choose the service that fits your situation and get started in the secure Client Portal.
Individual Returns
W-2 employees, families, students—simple to complex. Itemized deductions, credits, and multi-state filing available.
Learn more →Business Returns
Sole props, Partnerships (1065), and S-Corps (1120-S). Clear, upfront pricing and add-ons only as needed.
Learn more →Amended Returns
Need to correct a filed return (1040-X)? We review, explain changes, and refile properly.
Learn more →After-The-Fact Payroll (ATFP)
Prep & e-file for Forms 941/940, W-2/W-3, and 1099-NEC — no live payroll. $60/mo.
Learn more →Payment policy: all fees are due before your return is submitted, except when you select our “Pay with Refund” option.
Individual Returns — What’s Included
Included
- W-2 wages (any employer)
- Standard or Itemized deductions (Schedule A)
- Education credits (1098-T), Student loan interest (1098-E)
- Retirement income (1099-R), SSA benefits, Unemployment (1099-G)
- Marketplace health (1095-A), HSA (Form 8889)
- Federal + 1 state (additional states available)
May require add-ons
- Complex Schedule C (inventory, depreciation, home office)
- Multiple rentals / Airbnb with cost segregation
- Extensive investments/crypto with high-volume transactions
- Multiple K-1s or foreign disclosures
Business Returns — What’s Included
Included
- Sole Prop (Schedule C), Partnership (1065), S-Corp (1120-S)
- Year-end totals provided (P&L, balance, trial balance)
- K-1s for owners/partners (per plan)
- 1 state business return (additional states available)
- Basic depreciation entries (limited assets)
May require add-ons
- Monthly bookkeeping or full account cleanup
- Payroll setup/processing, sales tax filings
- Complex multi-state apportionment
- Prior-year catch-up (separate engagement)
Amended Returns (1040-X) — What’s Included
Included
- Prior return review & explanation of changes
- Preparation & e-file/mail (as allowed)
- Refund/owed impact summary
May require add-ons
- Audit representation (separate engagement)
- Bookkeeping reconstruction for missing records
- Third-party data retrieval beyond client-provided docs
Need something outside these lists? We can quote add-ons case-by-case so you only pay for what you need.