My Services

You-First Tax Preparation

Holistic tax support designed around you, your income, and your goals.

We don’t just file your taxes.
We help you understand them, plan ahead, and move forward with confidence.

  • A young woman sitting on a bed, wearing a tan knit beanie and a striped long-sleeve shirt, holding a mug in one hand and writing in a notebook with the other, with a blanket and pillows around her.

    SIMPLE TAX PREPARATION

    Best for individuals with W-2 income only

    Includes:

    Federal & State tax return

    Standard deduction

    Secure document upload

    E-filing

    Refund Tracking so you know when your money is coming

    Investment:

    $175 Individual

    $250 Couple

    ✔ Ideal if your income is straightforward and you want peace of mind without stress.

    Let's get started
  • A woman with brown hair wearing an orange sleeveless top, smiling and looking at her watch while sitting on a gray couch.

    TAX PREP PLUS

    For individuals or couples with added tax considerations

    Includes everything in SIMPLE TAX PREP, plus:

    Itemized deductions (Schedule A)

    Investment income (stocks, dividends)

    Education & student loan credits

    Investment:

    $250 Individual

    $375 Couple

    ⭐ Most common for families and professionals

    Let's get started
  • A woman sitting on the floor at a round white table, using a laptop and holding glasses in her hand, with sandals on the floor nearby.

    MIXED INCOME

    For W-2 + 1099 income

    Includes everything in Plus, plus:

    1099 income reporting

    Simple business expenses

    Guidance on balancing employee & side income

    Refund tracking

    Investment:

    $350 Individual

    $500 Couple

    ✔ Ideal for freelancers with a day job, gig workers, and side hustles

    Let's get started
  • A person sitting cross-legged on a yoga mat in a room with wooden flooring, palm plant, and wooden blocks, practicing meditation or mindfulness.

    SELF-EMPLOYED / SIDE HUSTLE

    For freelancers and small business owners

    Includes everything in Mixed Income, plus:

    Full Schedule C / E filing

    Business deductions & expense review

    Quarterly estimated tax guidance

    Investment:

    $450 Individual

    $600 Couple

    Let's get started
  • A young woman with long, wavy blonde hair and blue eyes looking to her left while standing against a stone wall with trees in the background.

    PREMIUM / COMPLEX

    For advanced or high-complexity tax situations

    Includes everything in Self-Employed, plus:

    Multiple income sources

    Rental properties & partnerships (Schedule E / K-1)

    Advanced tax planning

    Year-round strategic support

    Starting Investment: (prices vary by complexity)

    $600 Individual

    $800 Couple

    Let's get started 
Let’s get your taxes done right—together.
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