TAX PLANNING & ADVISORY
Proactive support designed to help you understand your tax position, identify planning opportunities, and make informed decisions before tax deadlines arrive.
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Tax Strategy Session
$149 One-Time
A focused consultation designed to review your tax situation, discuss your goals and concerns, and identify potential planning opportunities and recommended next steps.
What's Included
✓ Review of your current tax situation
✓ Discussion of tax concerns and financial goals
✓ Identification of potential planning opportunities
✓ Personalized strategy recommendations
✓ Recommended next steps
Tax Advisory
ONGOING SUPPORT
Tax Advisory
Starting at $299/month
Ongoing tax-planning and advisory support for individuals and business owners who want proactive guidance throughout the year—not just at tax-filing time.
What's Included
✓ Ongoing tax-planning guidance
✓ Periodic review of your tax position
✓ Estimated-tax planning when applicable
✓ Business and financial decision support
✓ Strategy adjustments as circumstances change
TAX PREPARATION SERVICES
Professional tax preparation based on the complexity of your return. Final pricing may vary depending on required forms, schedules, business activity, and the services needed to complete your return.
Individual Tax Preparation
INDIVIDUAL
Individual Tax Preparation
Starting at $249
Professional preparation and filing for individual taxpayers who need accurate, organized federal and applicable state tax return preparation.
What's Included
✓ Federal income tax return preparation
✓ Applicable state return preparation
✓ Review of income and tax documents
✓ Applicable credits and deductions review
✓ Electronic filing when eligible
Self-Employed Tax Preparation
SELF-EMPLOYED
Self-Employed Tax Preparation
Starting at $499
Tax preparation for independent contractors, freelancers, gig workers, and sole proprietors with self-employment or business income.
What's Included
✓ Individual tax return preparation
✓ Schedule C preparation when applicable
✓ Business income and expense review
✓ Applicable deduction review
✓ Federal and applicable state filing
Business Tax Preparation
BUSINESS
Business Tax Preparation
Starting at $749
Tax preparation for eligible business entities requiring a separate business income tax return, based on entity type and return complexity.
What's Included
✓ Business tax return preparation
✓ Review of provided business tax documents
✓ Income and expense reporting
✓ Applicable business deductions review
✓ Federal and applicable state filing
The $499 Self-Employed service is primarily for someone reporting business activity on their individual return, such as Schedule C.
The $749 Business service is for a separate business/entity return when applicable.
NOT SURE WHICH TAX SERVICE YOU NEED?
Your starting point depends on whether you need tax preparation for a completed tax year or proactive guidance for decisions you are making now or throughout the year.
Then create these short comparisons:
Tax Strategy Session — $149
Best if you have tax questions, want to identify planning opportunities, or need help determining your next steps.
Tax Advisory — Starting at $299/month
Best if you want ongoing, proactive tax-planning guidance throughout the year.
Individual Tax Preparation — Starting at $249
Best for an individual return without self-employment or separate business-return requirements.
Self-Employed Tax Preparation — Starting at $499
Best for freelancers, independent contractors, gig workers, and sole proprietors reporting business activity on an individual return.
Business Tax Preparation — Starting at $749
Best when a separate business/entity income tax return is required.
Starting prices reflect base service levels and may increase based on return complexity, required forms and schedules, number of states, business activity, bookkeeping condition, additional research, or other services required. Final fees will be communicated based on the services needed. Tax planning and advisory services do not guarantee a specific tax outcome, refund, tax savings, or reduction in tax liability. Tax preparation and advisory recommendations are based on information and documentation provided by the client and applicable tax law.
THE SCORELIFT SERVICE SATISFACTION GUARANTEE
We stand behind the services and deliverables we promise. If you believe a material service or deliverable included in your purchase was not provided, contact us within 7 calendar days of service completion or delivery so we can work to make it right. Eligibility and limitations apply. See our Refund Policy for complete terms.