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Individual Tax Services

Clear Options. Intentional Pricing. Proactive Support.

 

Our individual tax services are designed to meet you where you are—whether you simply need accurate compliance or are looking for greater insight, planning, and certainty.


Each tier builds intentionally, with higher levels focused on speed, support, and proactive tax strategy.

1. Basic — Compliance

 
Ideal for

  • Individuals who want a professional tax return prepared accurately and efficiently.

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What’s Included

  • Federal and Oklahoma individual tax returns

  • Personalized organizer & secure portal access

  • Email support limited to tax return clarification

  • Filing and confirmation

 

What’s Not Included

  • Tax planning or strategy discussions

  • Mid-year consultations

  • Notice responses or amendments

 

Turnaround

  • Typically 2–4 weeks after all information is received

 

Typical Investment Range

  • $400 – $500

 

2. Plus — Priority & Guidance

 

Ideal for

  • Individuals who want a faster turnaround and light guidance on opportunities to reduce taxes owed.


What’s Included

  • Everything in Basic, plus:

  • Priority preparation over Basic clients

  • IRS & Oklahoma Tax Commission notice assistance (up to $5,000)

  • One amended return (if needed)

  • 30-minute consultation to discuss opportunities to reduce taxable income

 

What’s Not Included

  • Ongoing tax planning throughout the year

  • Mid-year consultations

  • Scenario analysis

 
Turnaround

  • Typically 2–3 weeks after all information is received

 

Typical Investment Range

  • $550 – $650

 

3. Advance — Proactive Planning & Certainty

 

Ideal for​

  • Individuals who want to anticipate tax outcomes, not react to them. This tier is designed for clients who prefer planning ahead, understanding tradeoffs, and making informed decisions throughout the year—not just at filing time.

 

What’s Included

  • Everything in Plus, plus:

  • Year-round email support for tax-related questions

  • IRS & Oklahoma Tax Commission notice assistance (up to $10,000)

  • IRS transcript review for the tax year

  • IRS compliance report

  • Annual tax planning session (1 hour)

 
What’s Not Included

  • Quarterly planning meetings

  • Coordination with attorneys or other advisors

 

Turnaround

  • Typically 1–2 weeks after all information is received (priority over Plus)

 

Typical Investment Range

  • $950 – $1,150

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Looking for a Fully Managed, Year-Round Experience?


For individuals seeking complete confidence, proactive control, and minimal personal involvement, we offer a Concierge Premium Individual Tax Experience.


This white-glove service includes year-round planning, quarterly projections, and hands-on advisory support.
→ Learn more about the Concierge Package

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Important Notes on Pricing


All services are scoped intentionally to ensure quality, responsiveness, and the appropriate level of advisory support.


Pricing reflects:

  • Complexity of your tax situation

  • Number of income sources

  • Level of planning and support required


Final pricing is confirmed after a brief review to ensure the service level aligns with your needs.

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Ready to Get Started?


If you’re looking for a thoughtful, professional approach to individual tax preparation—and want to work with a firm that values clarity and intention—we invite you to start the conversation.

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Reach out to determine the best fit.

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