FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
At our firm, we prioritize affordable and transparent pricing. For individual tax returns, our rates start at $400, with the final cost varying based on the complexity of the return. If we're preparing both your business and personal tax returns, we may be able to offer a bundled discount. For estate plans, pricing starts at $1,700 and, similarly, may increase or decrease depending on the level of complexity and specific needs of your estate. We're always happy to provide a more tailored estimate after a brief consultation to better understand your situation.
- What is your typical process for working with a new customer?
If you are interested in working with us, please reach out via Our website: ********************* Once in contact, we will set up a one-on-one consultation with one of our team members. From there, we will get started on helping you with whatever you need! We do all document exchanges through an online secure portal to best protect your information. Most of our services can be done remotely, but we also love meeting and interacting with our clients in person!
- What education and/or training do you have that relates to your work?
Our owner, Luke Tingey, is a dually licensed CPA and attorney who has had multiple years of experience in the tax preparation, estate planning, and business legal fields.