Accurate, Stress-Free Tax Preparation for Individuals & Sole Proprietors
We prepare clear, accurate, and on-time 1040 returns — including Schedule C for self-employed clients and small business owners.
We specialize in individual income tax preparation for families, employees, and self-employed individuals with straightforward tax situations. For highly complex or specialized matters we are happy to coordinate with or refer to a CPA.
Simple Filing. Accurate Results. Peace of Mind.
Whether you’re an employee, contractor, or sole proprietor, our goal is to make tax season simple.
We prepare and file federal and West Virginia individual returns with accuracy, double-check for deductions and credits, and guide you through every step of the process so you always know what to expect.
Not sure where to start? Schedule a consultation, and we’ll review your situation together.
Tax Preparation Services
We provide professional U.S. individual income tax preparation with clear scope, upfront expectations, and pricing based on the complexity of your return, not the size of your refund.
Our goal is to prepare accurate, compliant returns while maintaining a sustainable, organized process for our clients and our family-run firm.
Need to Get Organized Before You File?
If your books or documents aren’t ready yet, we can help.
Our Tax Cleanup Service organizes your income and expenses, reconciles accounts, and prepares accurate reports so your return is ready for filing.
Cleanup work is quoted separately based on scope and complexity and can be combined with tax preparation for a complete solution.
Tax Preparation Pricing
Our tax preparation fees are based on the complexity of your return, not the amount of your refund.
Some returns are straightforward, while others require additional forms, documentation review, calculations, and professional judgment. Our pricing reflects the level of work required to prepare your return accurately and in compliance with tax law.
Pricing Levels
Basic 1040 – starting at $150
For very simple individual returns with limited income sources and no advanced credits or schedules.
Standard 1040 – starting at $200
For most individual and family returns that involve dependents, credits, deductions, retirement income, or investment activity.
Standard 1040 – extended complexity
Some personal returns require significantly more review and reconciliation, even though they remain non-business returns. These are priced above the standard range to reflect the additional time, documentation, and professional judgment involved.
1040 with Schedule C – starting at $325
For individuals with self-employment or sole proprietor income, including side businesses or freelance work. The presence of Schedule C income places a return in this category regardless of income amount.
What to Expect
Final pricing is confirmed after we review your information and confirm scope
Pricing is based on complexity and review required, not refund size
Bookkeeping, cleanup, or record reconstruction is not included in tax preparation and may require a separate engagement
Payment is required before electronic filing
Returns We Do Not Prepare
To ensure accuracy, compliance, and timely service, we limit the scope of tax returns we prepare. At this time, we do not prepare the following types of returns:
Business or entity returns, including:
Partnerships (Form 1065)
S Corporations (Form 1120-S)
C Corporations (Form 1120)
Trusts or estates (Form 1041)
Multi-state tax returns
Returns with foreign income or foreign reporting requirements
Returns currently under IRS or state audit or examination
Returns with unresolved prior-year issues
If your situation falls outside our current scope, we may not be the best fit — and we’ll let you know early in the process.
A Note on Scope
We focus on preparing U.S. individual income tax returns (Form 1040) within a clearly defined scope. This allows us to provide consistent, high-quality service while avoiding delays and surprises during tax season.
Bookkeeping services are offered separately and are not included with tax preparation.
Why We Price This Way
This pricing approach allows us to:
Prepare accurate, compliant returns
Apply appropriate due diligence to every return
Avoid surprise charges
Set clear expectations upfront
Our goal is not to be the cheapest option — it is to be a reliable, professional one.
Next Steps
If you’re ready to get started, schedule a consultation so we can review your situation, confirm scope, and provide clear pricing before preparation begins.