Individuals and families
We prepare and file federal and state returns for individuals and families, and we do it on a monthly membership instead of a surprise invoice in the spring. You get a custom document checklist built from your actual prior year, a secure portal for everything, and a preparer who has read your return before you sign it.
A short intake call, then we pull your prior returns and build your checklist.
You upload to the portal as documents arrive. Open items have an owner and a reminder, so nothing depends on memory.
We prepare the return, review it with you at Ascent and above, and explain the numbers in plain English.
E-file, confirm acceptance, and set up the next year while this one is fresh.
Individual memberships start around $100 a month and vary with complexity. See the Individual Tax tab on the pricing page for what each tier includes.
See the tiersBecause the work is year-round even when the filing is not. A monthly membership pays for the planning, the checklist, the notice responses, and the person who answers in October. It also means no surprise bill in April.
Yes. Catch-up years and amendments are quoted separately once we see what is involved.
Send it to us the day it arrives. Ascent includes up to three hours a year of notice response and Summit handles notices fully. Base members can add representation as needed.