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PERSONAL AND BUSINESS TAX PREPARATION · FOR CLIENTS ACROSS THE US
Tax returns done right, by an accountant who takes the time.
ACCA · GDL · MSc · 10+ years · 1,387+ clients
Personal, self-employed and business returns, prepared by a Chartered Certified Accountant who acts as your dedicated, strategic advisor. Clear fixed pricing, careful review and a concierge experience from start to finish.
Rushed or late returns risk IRS penalties and interest, missed deductions and credits, and a stressful last-minute scramble.
Secure checkout · Clear fixed pricing · Your dedicated advisor from day one
Starting from
$250
basic personal returns
Prepared and reviewed by a Chartered Certified Accountant, with your price confirmed before we start.
Self-employed (Schedule C/E) from $350. Business returns from $600.
Personal and business tax
Led by Marissa Whaul, ACCA, GDL, MSc
WORK WITH US FROM ANYWHERE
Video meetings
Meet face to face, wherever you are.
Secure document exchange
Tax documents through Intuit Link, a secure, encrypted upload portal. Other documents through private, access-controlled client folders.
E-signatures
Sign engagement letters and returns online.
Virtual onboarding
Get started in days, from any state.
WHAT'S INCLUDED
Careful preparation, start to finish
Federal return preparation
Your return prepared accurately with every relevant credit and deduction considered.
State returns
Prepared alongside your federal return and included in your individual quote.
Self-employed and rental returns (Schedule C and E)
Income and expenses organised properly for freelancers, sole proprietors and landlords. From $350.
Business returns
Every business return type, including 1065, 1120-S, 1120 and more.
E-filing
Filed electronically for faster processing and confirmation.
Plain-language review
We walk you through your return before it is filed, so nothing is a mystery.
GET STARTED
Choose your return and book
Transparent starting prices. Final pricing depends on the complexity of your return.
YOUR DEDICATED ADVISOR
Marissa Whaul, ACCA, GDL, MSc
Chartered Certified Accountant · 10+ years · 1,387+ clients
One point of contact from first call to final filing. Not a call centre. You get her direct attention, plain-language answers and someone who knows your file.
$100 deposit to book, credited to your final fee. State returns are included in your individualised quote. Prior-year returns carry a premium.
Secure checkout · Clear fixed pricing · Your dedicated advisor from day one
What happens after you book
1 · STEP 1
Book and complete your intake
Book your appointment (up to 1 hour) and complete your Tax Prep Intake, linked in your confirmation email.
2 · STEP 2
Upload your documents
Upload your documents securely through Intuit Link.
3 · STEP 3
Timeline, review and file
Your timeline is confirmed with you once we have all your documents. It depends on the complexity of your return and on receiving everything we need. Then you review, e-sign and we file.
Dates to keep in mind
• Partnership and S corporation returns: March 15 (calendar-year filers).
• Individual and C corporation returns: April 15 for most filers.
• Form 1099-NEC is due January 31, so business clients should start in January.
WHO IT'S FOR
Who we prepare returns for
Physicians, dentists and medical practices
Practice and personal returns handled together.
High-income professionals and high-net-worth individuals
Complex returns prepared with care and strategy.
Real estate investors
Rental income, depreciation and property sales reported properly.
Construction companies and contractors
Returns that handle 1099 subcontractors and equipment depreciation properly.
Founders and online businesses
Schedule C, partnership and corporate returns, in any state.
Multi-LLC owners
Every entity filed on time, coordinated by one advisor.
HOW IT WORKS
Three simple steps
01
Book your appointment
Choose a time and tell us which return you need.
02
Share your documents
Upload your forms and records using our simple checklist.
03
Review and file
We walk you through your return, then e-file it.
MEET YOUR ADVISOR
A dedicated, strategic advisor. Not a call centre.
You work directly with Marissa Whaul, a Chartered Certified Accountant (ACCA) with a Graduate Diploma in Law (GDL) and an MSc in Accounting and Finance. She brings more than ten years of tax and accounting experience to every engagement, as a strategic, dedicated advisor to clients across the US.
ACCA · Chartered Certified Accountant
GDL · Graduate Diploma in Law
MSc · Accounting and Finance
10+ years · Tax and accounting experience
1,387+ · Clients served
Frequently asked questions
How much will my return cost?
Basic personal returns (1 state, W-2, retirement and investment income) start from $250. Self-employed returns (Schedule C/E) start from $350 and business returns from $600. Anything beyond a basic return, including state returns, is covered in your individual quote, confirmed before we begin.
Do you guarantee a refund?
No. Nobody can honestly guarantee a refund. We make sure your return is accurate and that you claim what you are entitled to.
Can I work with you remotely?
Yes. We are a virtual firm serving clients across the US, with video meetings, a secure portal and e-signatures.
What documents do I need?
We send a checklist after booking, covering income forms, expenses and prior-year returns.
Can you help if I am behind on filing?
Yes. Prior-year returns are available at a premium rate.
Make this tax season the easy one
Book your appointment today. Personal returns from $250.