individual tax services

Expert Tax Help. Right Here.

Your taxes prepared by a dedicated local team—never shipped overseas, and never left in the dark.

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Taxes Shouldn’t Feel Like a Gamble

What you get with us:

  • Your Data Stays in the USA. Your data never leaves American soil. Unlike high-volume chains, we don’t ship returns overseas to cut costs. Every return is prepared by our local team in Branson, MO – no outsourcing, no ghosting.
  • Accuracy & Compliance Guaranteed We don’t just punch numbers into software; a real tax pro reviews every return to ensure you don’t miss a single deduction. Best of all, we back our work with a 100% accuracy guarantee.
  • Total Audit Protection Sleep soundly knowing you’re covered. We offer three levels of protection—ranging from basic correspondence guidance to full-scale IRS defense—so you never have to face the taxman alone.
Content Creator Lookiung for NAICS Business Code while filing taxes

Don’t Settle for Just Basic Entry

What you can do with us:

The Tax Team at Taylor & Associates Financial Services
  • Don’t Just File. Let’s Plan Ahead. We do more than record history; we help you change it. Our premium plans include dedicated strategy meetings to actively lower your future tax bills.
  • Safe, Simple, & Digital. Skip the office visit without sacrificing security. Upload docs and e-sign forms instantly via our encrypted portal, or meet us in person—it’s up to you.
  • We Handle All 50 States. Whether you have a simple job or income from across the country, we handle the complex rules for every state so you never have to worry.
  • Expertise That Scales With You. We aren’t just basic tax filers; we are business experts and CPAs. Whether you have a side hustle now or plan to launch a company later, we have the skills to help you grow. You won’t have to find a new accountant just because you became successful.

Your Tax Team

Not just data entry—we’re your neighbors & partners.

Andee at Taylor & Assoc Financial Services Branson

Andee Cirilo

Client Support

Linda Ternes

Linda Ternes, EA

tax manager

Brad Case Headshot

Brad Case

tax manager

Lauren Mason

Lauren Mason

TAX accountant

PT Headshot No Background

Philip Taylor, CPA

Lead CPA

3 Steps to Total Tax Confidence

1. Secure Your Spot >>

Tax season fills up fast. Claim your place on our calendar and upload your documents to our secure portal–no office visit required.

2. We Optimize Your Return >>

Our local team analyzes your situation to find the deductions software misses. We handle the complexity and keep you updated–no ghosting allowed.

3. File with Confidence!

Review your return, e-sign from anywhere, and sleep soundly knowing you didn’t leave a single dollar on the table.
new client pricing for individual 1040 + State tax returns

Choose Your Level of Support

The Essential Filing (bronze)

$600+

Full Service Prep + Support

PREP & FILE

  • Federal Return 1040
  • 1st State Return Included
  • Schedule A&B
  • Reviewed by EA
  • E-File & Digital Copy
  • Estimated Tax Vouchers

SUPPORT

  • Personalized Summary (Email or Loom)
  • Accuracy Guarantee*
  • Audit Support Commitment**
  • Year-Round Portal Access
The Priority Advisor (silver)

$950+

Priority Full Service Prep + Support

PREP & FILE

  • Federal Return 1040
  • Up to 5 State Returns
  • Schedule A&B
  • 3 Additional Schedules
  • Reviewed by CPA
  • E-File & Digital or Printed Copy
  • Estimated Tax Vouchers

SUPPORT

  • Priority Turnaround⚡
  • Live Meeting with Preparer
  • Life Event Consult During the Year
  • Personalized Summary (Email or Loom)
  • Accuracy Guarantee*
  • Audit Assistance**
  • Year-Round Portal Access
The Wealth Strategy (gold)

$2,000

Priority Full Service + Unlimited Support + Tax Planning

PREP & FILE

  • Federal Return 1040
  • Unlimited State Returns
  • Unlimited Schedules
  • Reviewed by CPA
  • E-File
  • Estimated Tax Vouchers & Reminders
  • Digital or Printed Copy of Return

SUPPORT

  • 1st Priority Service (Skip the line)⚡
  • Unlimited Meetings with Preparer
  • Unlimited Life Event Consults
  • Personalized Summary (Email or Loom)
  • Accuracy Guarantee*
  • Audit Assistance + Representation**
  • Year-Round Portal Access
  • Year End Tax Planning ✅
    CUSTOMIZE YOUR PLAN (ADD-ONS)

    We value transparency. If your return is more complex than the tier limits, here is exactly what you pay:

    • Additional Schedules: $150 Each Source
    • Additional State Return: $50 Each
    • Additional Bookkeeping/Cleanup: $100/hr
    • Printed Return $25/Copy
    • Year-End Tax Planning (Inquire)
    Secure My Spot

    What Our Clients Are Saying

    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 level of service, indicate any additional schedules required, and see your estimated price instantly.

    Additional Schedules Schedules A (Itemized) & B (Interest/Div) are included in the base price. Only count additional sources. Common examples: C (Business), D (Gains), E (Rental), F (Farm).
    Additional State Returns Do you need to file in multiple states?
    Printed Copies Physical copies mailed to you.
    Estimated Price
    $600
    Not sure which schedules you have?
    Don’t worry. This is just an estimate to get you started. Contact us, and we will help you determine exactly what you need.

    Common Questions

    We stand firmly behind the quality of our work. If we make an error on your return that results in penalties or interest, we will reimburse you for those costs (up to 2x our fee) and amend your return at no cost. We don’t just promise accuracy; we guarantee it.

    We stand behind every return we prepare. Should the IRS contact you, here is how we will support you based on your service tier:

    • Bronze Clients: You are never on your own. We offer guidance and audit navigation support to help you manage the process. Note: All audit assistance is billed at our standard hourly rates.
    • Silver Clients: You receive complimentary initial guidance. We will help you understand the IRS notice and organize your documents. Note: Direct representation (such as attending hearings) is billed separately.
    • Gold Clients: You receive Full Audit Representation. From gathering documents to speaking to the IRS agent on your behalf, we handle the entire process for you. This comprehensive protection is fully included in your package.

    Absolutely. We believe in proactive strategy, not just reactive filing.
    Gold Clients: A Q4 planning meeting is included to help you optimize your tax situation before year-end.
    All Other Clients: You will have the option to add a tax planning report and strategy session later in the year for an additional fee.
    Please note: Any extensive analysis or implementation of complex strategies outside the meeting will be quoted as a separate engagement.

    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 levels of service. Our max turnaround time for Silver is six weeks and max for Gold is four weeks.

    The Deadline is Coming. Don’t Wait.

    Secure My Spot