Individual
$650/ year
For straightforward personal returns.
W‑2 earners, simple investments, standard deduction or basic itemizing.
Included
- Federal & Arizona return preparation
- Secure portal & e‑signature
- Withholding & estimated payment review
- Email access to your advisor during tax season
- Year‑over‑year continuity
Not included
- — Year‑round planning calls
- — Equity comp modeling
- — Business returns
Most clientsFamily & Professional
$1,450/ year
For dual‑income households and busy professionals.
Two careers, RSUs/ESPP, a home, kids, a rental, or anything that doesn't fit on a single page.
Included
- Everything in Individual
- Equity compensation reporting (RSU / ESPP / NSO / ISO)
- Schedule E rental property (up to 2)
- Mid‑year tax projection & Q4 check‑in
- Direct phone & email access to your advisor year‑round
- Plain‑English answers to the questions in between
Not included
- — Monthly bookkeeping
- — Business entity returns
Business Owner
From $3,800/ year
For Arizona owners who want it all handled.
Owner‑operators of LLCs, S‑corps, and partnerships who want bookkeeping, payroll, business tax, and personal tax under one roof.
Included
- Everything in Family & Professional
- Monthly bookkeeping & reconciliation
- Payroll services (optional add‑on)
- Business return (Schedule C, 1120‑S, or 1065)
- Owner K‑1 coordinated with personal return
- Quarterly business review
- Reasonable compensation review (S‑corp)
- 1099 preparation & filing