Who we help
U.S. taxpayers with a straightforward return, equity, a business, an S-Corp, uneven income, or a life outside the country.
Start here
Choose the closest match. Each path leads to the right service, its price, and the next step.
I just need my return filed
Straightforward returns are handled fully online: check your fit, see your price, upload documents in the secure portal. No consultation needed once online filing opens.
What happens next. Answer five quick questions, then create your portal account, sign, and upload.
Online filing for 2026 tax returns opens in January 2027. Check your fit today; prior-year and amended returns are quoted anytime.
I own a business
Schedule C, single-member LLC, S-Corp or partnership: the business return and your personal return are prepared with each other in view.
What happens next. A short assessment narrows the right return, then a free Intro Call confirms scope and fee in writing.
I’m thinking about an S-Corp
An S-Corp can lower self-employment tax for a profitable business, and it adds payroll, a second return and ongoing compliance. The analysis tells you which side of that line you are on.
What happens next. A short fit check, your engagement letter, then a written recommendation, which we aim to deliver within 10 business days of complete information.
I already have an S-Corp
We recommend the coordinated package for most one-owner S-Corps, so the 1120-S, the K-1, owner wages and the 1040 agree from the start.
What happens next. A free Intro Call, then a written quote. Your fee is confirmed before preparation starts.
I live or work abroad
Citizens and green card holders file on worldwide income. We work out what applies: the exclusion or the credit, foreign account reporting, and whether a former state still claims you.
What happens next. A short assessment, then a free Intro Call about where you live, work, bank and keep state ties.
I want year-round tax help
Scheduled check-ins, updated projections and estimated-payment guidance, with scope and cadence written into your engagement letter.
What happens next. A short fit check matches your level: $200/month for an individual or household, $400/month with one business. Advanced is quoted after an Intro Call. Returns are priced separately.
I’m not sure what I need
A guided assessment of about two to three minutes. You see the service that fits, why it fits, what it costs and what happens next. Nothing you select is saved or sent.
What happens next. No contact details needed. If your situation is unusual, it will tell you so and suggest an Intro Call.
More income, more moving parts.
As income grows, so does the cost of reacting after the year is over. Higher earners tend to have more complex returns and more planning opportunities that are easy to miss without someone looking ahead.
Relevant services
Structure for growth.
Your business structure, your salary and your personal return all affect one another. We help you set them up deliberately and revisit them as the business grows.
Relevant services
U.S. tax, at home or abroad.
Leaving the U.S. doesn’t end your U.S. filing obligations. Americans abroad need a clear view of what applies to them, from exclusions and credits to foreign account reporting and state residency.
Relevant services
Make an uneven year predictable.
Consultants, sales professionals, creators and other professionals often have income that doesn’t follow a simple W-2 pattern. Planning ahead turns a complicated year into a predictable one.
Relevant services
Start with a conversation
A free Intro Call is a conversation about your situation and the right service for it. Scope and fee are confirmed in writing before any work begins.
Guided Tax Assessment
Tell us a little about your situation, and we’ll help you find the right starting point.
