bronze

$330+

For those who want our standard full-service and basic support

  • State Included Free
  • Access to Client Portal
  • E-File
silver

$575+

For those that want our priority service and support and/or those with multiple schedules (real estate, sole-prop)

  • Max 4-Week Turnaround
  • Meet with Your Preparer
  • Year-Round Email Support
gold

$1350

For those who want our fastest service, unlimited year-round support, and a tax planning session

  • Max 2-Week Turnaround
  • Full IRS Letter & Audit Support
  • Tax Planning Session

See Full Packages and Calculate Pricing

Your taxes prepared by trusted, local experts.

  • Full-Service Tax Preparation – We handle everything from start to finish, ensuring your return is accurate and filed on time.
  • CPA-Reviewed Accuracy – Every return is checked by a professional to ensure compliance and maximize savings.
  • State & Federal Returns – Whether you file in one state or multiple, we’ve got you covered.
  • Easy Online Process – Upload documents, e-file, and access your records anytime.
  • Audit Support – If the IRS contacts you, we’re here to help.
  • Year-Round Tax Planning – For those looking to go beyond tax prep, we help with estimated tax payments, deductions, and strategies to lower your tax bill.
  • Personalized Support – We take the time to understand your financial situation and provide recommendations that fit your needs.
Who We Are

Your Tax Team

Available in-person or online.

PT Headshot No Background

Philip Taylor, CPA

tax

Linda Ternes

Linda Ternes, EA

TAX – individuals

Brad Case Headshot

Brad Case

TAX – business owners

individual 1040 + State tax returns

Choose a full-service option that best fits your needs.

bronze

$330+

Full Service + Support

  • Form 1040
  • State Return(s)
  • Schedule A&B
  • Prepared/Reviewed by CPA
  • E-File
  • Estimated Tax Vouchers
  • Max 6-Week Turnaround
  • Digital Copy of Return
  • Access to Client Portal Year-Round
  • Audit Support Commitment
  • Accuracy Guarantee
  • Newsletter
  • Additional Schedules ($100 Each Source)
  • Additional Services $175/Hr
Calculate Your Price
silver

$575+

Priority Full Service + Year-Round Support

  • Form 1040
  • State Return(s)
  • Schedule A&B
  • 3 Additional Schedules
  • Prepared/Reviewed by CPA
  • E-File
  • Estimated Tax Vouchers
  • Max 4-Week Turnaround
  • Digital or Printed Copy of Return
  • Access to Client Portal Year-Round
  • Audit Assistance
  • Accuracy Guarantee
  • Newsletter
  • One Meeting with Preparer
  • Year-Round Email Support
  • Additional Schedules ($100 Each Source)
  • Additional Services $175/Hr
Calculate Your Price
gold

$1350

Priority Full Service + Year-Round Support + Tax Planning

  • Form 1040
  • State Return(s)
  • All Schedules
  • Prepared/Reviewed by CPA
  • E-File
  • Estimated Tax Vouchers & Reminders
  • Max 2-Week Turnaround
  • Digital or Printed Copy of Return
  • Access to Client Portal Year-Round
  • Audit Assistance + Representation
  • Accuracy Guarantee
  • Newsletter
  • Unlimited Meetings with Preparer
  • Year-Round Email Support
  • IRS/State Letter Response Support
  • Tax Planning Meeting in 4th Quarter
  • Additional Services $175/Hr
Calculate Your Price

Calculate your price for full-service tax return preparation and filing.

Use our Tax Service Pricing Calculator to estimate the cost of your tax preparation based on your filing needs. Simply select your plan, indicate any additional schedules required, and see your estimated price instantly.

Tax Service Pricing Calculator
Price: $330.00
You may benefit from switching to Silver for better value.

Common Questions

At Taylor & Associates Financial Services, we’re confident in the accuracy of our tax preparation services. That’s why we offer a 100% Accuracy Guarantee. If we make a mistake on your return that results in a penalty or interest from the IRS, we’ll reimburse you for those costs (up to 2x our fee) and amend your return for free, if necessary. You can rest assured that your taxes will be filed correctly with us.

Regardless of your level of service, we’ll help you.

For Bronze Clients – Should you face an IRS audit for a return we prepared, we’re here to help. We’ll provide guidance and support to navigate the process, ensuring you’re not alone. This assistance is billed separately at our standard hourly rates.

For Silver Clients – If the IRS audits a return we prepared for you, we’ll provide initial guidance and support at no extra charge. We’ll help you understand the process and organize your documents. If you require further representation, such as attending an audit hearing with you, those services will be billed separately.

For Gold Clients – Enjoy complete peace of mind with our comprehensive Audit Support. If the IRS audits a return we prepared, we’ll be with you every step of the way. We’ll provide expert guidance, help you gather necessary documentation, and even represent you before the IRS. This comprehensive support is included with your tax preparation service, so you can relax knowing you’re fully covered.

Yes, we offer tax planning at our standard hourly rate. Our Gold plan includes a complimentary tax planning meeting. You’ll be able to schedule a 60-minute conference in the 4th quarter to review your tax situation and identify any tax planning opportunities and strategies that could benefit you before year-end. Additional analysis or implementation of any plans, if needed, will be billed at standard hourly rates.

Our goals is to complete your tax return as soon as possible once we’ve received all the necessary information from you. We prioritize clients on our Silver and Gold plans. Our max turnaround time for Bronze, Silver, Gold are 6, 4, and 2 weeks, respectively.