A tax team in your corner, not just at tax time.
INDIVIDUAL TAX
Personal returns prepared, filed, and explained. Plus year-round access when you need it. We don't close the door after tax season. Brokerage statements, RSUs, real estate, side income, or a K-1 from a partnership or S-corp — we've seen it, and we'll make sure it's right.
Three steps, no surprises.
HOW WE GET STARTED
Most people dread switching accountants. We've tried to make it easy. Here's exactly what happens between "let's talk" and "we filed your return."
Discovery Call
A real conversation, no sales pitch.
Fill out a short questionnaire and book a call. We talk through your situation - what changed this year, what worries you, what you want to plan for. After the call we'll match you to the right service level and send a quote - no pressure, no guesswork.
Get Started
Provide your tax documents, we’ll take it from there.
Once you're ready to move forward, we'll send you a secure portal link with a tax questionnaire and a document checklist so nothing gets missed. Upload everything digitally at your own pace - or if you're local, drop them off at the office. We'll take it from there.
Review & file
Review it, approve it, sign it - done.
We'll prepare your return and send it through the portal for your review - if you have questions, we're here. When you're ready, approve and sign electronically. From there you can receive your return digitally, pick it up at the office, or we'll drop it in the mail.
SERVICE PACKAGES
Pick the level of help that fits.
From a single return done right to year round access to your tax team and proactive planning. Start where it makes sense - most clients adjust their level as life gets more complicated.
Compliance.
When you just need a return prepared, accurately and on time.
Federal & State return prep + e-file
Tax Return Review Video
Digital Document Storage
IRS Tax Notice Support Assessment & explanation of any IRS tax notice you receive.
Collaboration.
For people who want year-round access to their tax team, not just at tax time.
Everything in Compliance
Year-round “quick question” access Year-round tax advice and support by email or phone for questions that don't warrant additional research.
Tax Impact for minor changes
Detailed Tax Return Overview Report
Concierge.
Proactive planning for equity comp, real estate, or anyone whose return is a moving target.
Everything in Collaboration
Mid-year & fall tax projections
Annual Tax Planning Meeting
IRS Tax Notice Assistance We respond on your behalf for any notice received during the engagement year.
Pricing:
Individual tax return starts at $350 - that's our base package, designed to cover many typical tax situations. For many clients, it’s all they need. For those with greater complexity, our typical range is $350 - $1500 for personal (1040) returns. Those with schedule C Businesses or Schedule E Rental Properties can expect to see pricing starting around $495 for one business/property.
Not sure where you’d land? Let’s talk! A quick call is all it takes to get a real number
Looking for a more basic tax return approach?
Compliance Lite.
A straightforward return, no ongoing engagement - for simple situations that just need to get filed. Mail in, drop off, or upload your source documents. We will send you a questionnaire, prep your return, and then send it for digital signature. Billed by the form for those with a truly “simple” return.
- Single federal & state return prep + e-file
- Digital or physical copy of your filed return
- Simple W-2 / 1099 income
from $285
One-time · billed at filing
Individual Tax - Frequently asked questions
FAQ
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Individual returns start at $350, which covers many common situations. Added complexity — rentals, equity comp, self-employment — runs higher; our typical range is $350–$1,500, and a return with a Schedule C business or Schedule E rental starts around $495.
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We email you a secure link — no portal or password to remember — with a checklist. Upload at your own pace, or drop hard copies at the Lincoln Park office. We don't accept sensitive documents over regular email.
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Both. Our higher tiers include year-round access and proactive planning — mid-year and fall projections, equity-comp and real-estate timing — so your return reflects decisions made on purpose, not surprises.
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Yes. Rental properties (including depreciation and sales), K-1s from partnerships and S-corps, RSUs / ESPP / stock options, and cryptocurrency are all in our wheelhouse.
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Refunds come from the IRS and the State of Michigan, not from us. E-filed federal refunds usually arrive within about 21 days — check status on our Resources page.
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If we prepared your return, we'll assess any IRS or state notice you receive and respond on your behalf.
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We're Michigan-focused. We can often help with out-of-state individual returns — just ask .
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"Great accounting firm with personable service year after year. This is the 30th year they have taken care of our accounting business. Will be back for another 30!"
— S.S.
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"Amazing, fast and great service! Expected to owe due to years of going to other places, Not this time, we got a refund!"
— M.S.
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"They always help answer all the questions I have, and make me feel comfortable and at ease! Would highly recommend them to anyone looking for a tax professional! Thanks guys!"
— M.H.
LET’S TALK
Ready to stop dreading tax season?
Book a quick call, tell us about your situation. We'll cover what level of service fits and whether we're the right team for you. No pressure - just an honest conversation.