File Your Taxes

$297.00

FILE YOUR PERSONAL/BUSINESS INCOME TAXES | FIRST TIME FILING

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I specialize in helping individuals and entrepreneurs maximize their refunds—especially if this is your first time filing or you're filing for the current tax year.

My Tax Planning & Filing Package includes a full review of your income, tax documents, and any missed deductions or credits—so you get every dollar you deserve.

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💸 Tax Planning Fee: $297

Your tax prep includes:

✔️ Customized tax strategy
✔️ Full-service tax filing
✔️ Refund maximization
✔️ Audit protection
✔️ Bookkeeping & record-keeping for the year

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🧾 $0 Upfront Option for Low-Income Filers

If your adjusted gross income (AGI) is under $100,000, you qualify for our $0 upfront low-income filing option.
You’ll still receive full services, and your fee will simply be paid from your refund—once processed.

We'll also perform a Low-Income Credit Analysis to check your eligibility for the Earned Income Tax Credit (EITC), which can add up to $7,830 to your refund based on your household and filing status.

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⚠️ A Quick Note on Investment Income & EITC

To qualify for the EITC, your investment income must be $11,600 or less for the year. This includes:

- Interest, dividends, capital gains
- Rental income (unless it’s considered a business you actively manage)
- Royalties and passive income

If you’re actively managing rental properties and providing services (like cleaning, booking, maintenance, etc.), your rental income may count as earned income—which keeps you eligible for EITC.

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After payment (or AGI is verified), you’ll be forwarded to a intake form to secure next steps to upload your tax documents and get started.

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Let’s get you filed, funded, and fully in position to win this tax season.