Remote Flat-Fee Tax Preparation

WHO THIS IS FOR

This service is a good fit if you:

• Work remotely or across multiple states

• Receive stock compensation (RSUs, ESPPs, options)

• Earn clergy or ministry income

• Are self-employed or run a small business

• Want clear pricing and a calm, professional process

This service may not be a fit if you:

• Have active IRS enforcement

• Operate complex entities

• Require audit representation

If your situation is outside scope, options are discussed before any work begins.

SPECIALIZED TAX SITUATIONS WE HANDLE

🧑‍💻 Remote & Multi-State Workers

We help remote employees file accurately across state lines while avoiding common residency and withholding mistakes.

Typical pricing: $325–$450

📈 Employee Stock Compensation

RSUs, ESPPs, options, and brokerage statements coordinated correctly with your W-2 and capital gains reporting.

Typical pricing: $325–$375

✝️ Clergy & Ministry Income

Special handling for housing allowances and dual tax treatment unique to clergy.

Typical pricing: $325–$525

🧾 Self-Employed & Small Businesses

Schedule C income, expense review, and multi-income coordination.

Typical pricing: $525–$750+

How Our Tax Prep Works

1. Quick Intake (15–20 Minutes)
Complete a short intake form so we can understand your situation and confirm whether we’re a good fit.
No documents are required at this stage.

2. Scope, Pricing & Engagement
If we’re a fit, we confirm the preparation scope, provide clear pricing, and issue an engagement letter.
Nothing moves forward without your approval.

3. Secure Document Access
After engagement, you receive secure access to upload the specific tax documents needed for preparation.

4. Preparation & E-Filing
We prepare your federal and applicable state returns and electronically file them once approved.

5. File With Confidence
You receive filing confirmation and clear next steps for refunds or balances due.

Our initial intake form collects preliminary information only. Secure document access is provided after engagement.

FAQ

• Who is this tax prep service for?
  This service is for individuals whose tax returns are complicated by remote work, employee stock compensation, or multi-state income — not business owners.

• Do you prepare multi-state returns?
  Yes. We review where income was earned and file resident & nonresident returns as needed.

• Do you handle stock compensation (RSUs, options, ESPP)?
  Yes. Stock compensation is reviewed and reported accurately based on your situation and residency.

• How much does tax preparation cost?
  Pricing varies by complexity. Simple returns start at $175; most fall between $325–$375. Final pricing is confirmed before filing.

• Is pricing confirmed before filing?
  Yes — nothing is filed without your approval.

• Will anyone receive my tax data?
  Your information is submitted through a secure process. We respect confidentiality and protect your data.

• Do I need to file more than one state tax return if I worked remotely?
  If you lived or worked in more than one state during the year, you may need a resident return and one or more nonresident/part-year returns. This service reviews your income sources and state requirements to ensure accurate filing.

• How long does it take to complete the tax preparation?
  Most returns are completed within X business days after receipt of your documents and price confirmation. Timing may vary based on complexity and document completeness.

Get in touch

Questions? We're here to help you navigate complex taxes.