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Get started on your 2020 taxes.

Below you'll find two options for getting your taxes completed: Essential & Full, as well as our discounts and add-on services. To get your taxes started, please fill out the form or give us a call a405-759-2796.

Tax Preparation Packages


  Full Essential
Filing of personal tax extension checkbox-icon checkbox-icon
Completion of annual tax return checkbox-icon checkbox-icon
MFJ/MFS comparison checkbox-icon checkbox-icon
Electronic filing of tax return (if allowed) checkbox-icon checkbox-icon
Electronic signing of tax returns checkbox-icon checkbox-icon 
Digital copy of returns (initial flash drive provided) checkbox-icon checkbox-icon
30 min. post tax consultation (appointment required) checkbox-icon checkbox-icon 
Completion of Rental Real Estate/Royalties (Sch. E) checkbox-icon  
Completion of Small Business Return (Schedule C) checkbox-icon  
Update fixed asset register checkbox-icon  
4th Quarter Tax Projection & Consultation checkbox-icon  
Resolution of tax notices (re: 2020 return) checkbox-icon  
Completion of annual tax return for Dependent Child(ren) checkbox-icon  
Estimated tax payment reminders checkbox-icon  



Applicable to Tax Preparation Fees Only - Excludes All Add-On Services - Maximum of 2 Discounts Allowed)




Service Discounts

Loyalty Discount, 5%


(begins with the 5th consecutive year)

Prepayment Discount, 10%


(pay when you drop-off/upload tax files)

Vocational Discount

(Only one of the following discounts can be used)

Clergy Discount, 25%


(available to all members of the clergy)

Military Discount 50%


(available to Veterans & Active Military, ID Req'd)

Add-On Services

Recap Income & Expenses for Schedule C. , $1,500


(includes data recapping for 12 months and business Income Stmt.)



Year-End Tax Projection, $750


(includes 2021 Tax Estimate & Year-End Tax Saving Suggestions)



Personal Debt Reduction Plan

Quote provided after initial discovery meeting.


(includes in depth review of personal expenses, comprehensive analysis of existing debt, debt reduction strategies, and recommended pay-off plan. Initial discovery meeting (occurs after 4/30/2021) and 2 progress meetings per year until debt is paid off also included - separate engagement required)

Ready to get started on your 2020 taxes?


We're excited to work with you.


Please note: The deadline for sending your tax return to the IRS is March 15th for Partnership and S-Corp returns and April 15th for C-Corp and Individual returns. Please note that if you have a tax liability due for your C-Corp or personal return the payment for that liability is also due on April 15th.


Please fill out the form to get started, or call us at 405-759-2796.