PO Box 1021, Logan, WV 25601
End-of-Year Tax Planning Check-ins now available!
Virtual tax prep, proactive planning, IRS representation, tax account monitoring, and financial coaching tailored to your life or business.
Convenient, secure tax services from the comfort of your own home.
Stress-free filing,
100% virtual.
Upload docs to a secure, easy-to-use portal. I keep you posted the whole way.
Book → Upload →
Review → File.
VIRTUAL TAX PREPARATION
Ongoing checks of your tax accounts help catch issues before they snowball.
Early Warning =
Less Stress.
TAX ACCOUNT MONITORING
Convenient check-ins that save you stress (and money). We'll map smart moves before year-end so tax time is much more peaceful.
Smart Moves to Save You Money.
TAX STRATEGY
AND PLANNING
If the IRS writes, don’t panic! I can represent you nationwide.
Calm review → options explained → I handle the back-and-forth.
You Never Go It Alone.
IRS REPRESENTATION
Practical, tax-smart money guidance with no judgment, just a plan. Budget tune-up, debt-payoff and savings, goal-planning and more.
Plans That Fit
Your Real Life.
FINANCIAL COUNSELING
Taxes shouldn't feel complicated. Everything here is virtual, secure, and explained in plain language. Start with the service you need today, and know we're here year-round when life or business changes.
We offer à la carte pricing or simple bundles for one price. Check out the options below.
What We Offer
plus
✔ Secure onboarding and encrypted document portal
✔ Federal + one state return (common forms)
✔ Final review (live virtual, on-demand, phone)
✔ E-file + direct deposit available
✔ Basic chat support
Tax prep only, 100% virtually.
Accurate filing without the hassle.
Fees based on complexity.
starts at
$225
ESSENTIAL
Packages
$449
starts at
Everything in Essential, plus one planning check-in (mid-year or year-end) and notice guidance.
✔ Everything in Essential
✔ One 45min planning session
✔ What-if scenarios (withholding, estimates, timing)
✔ $1M Tax Audit Protection™
✔ Basic response guidance for one simple notice
✔ Quarterly tax reminders
✔ Basic chat + email support
PREMIUM
Everything in Plus, and additional planning, quarterly monitoring, and priority notice support.
starts at
$699
✔ Everything in Plus
✔ Quarterly tax account monitoring
✔ 2 Tax Planning Sessions
✔ Annual financial coaching session (60min)
✔ Priority notice guidance
✔ Quarterly message check-ins
✔ Extended chat + email support
most popular
Frequently Asked Questions
- Book & Brief – Choose a time and tell us what you need.
- Upload – Use the secure TaxDome portal to send documents and e-sign.
- Review – We explain your return in plain language; you approve and sign the final return when ready.
- File – We e-file and confirm acceptance. You’ll get a copy for your records.
No tech-knowledge needed! If you can attach a photo to a message or use Facebook, you can use the portal. We'll guide you step-by-step. We can always meet by phone or video - whatever is easiest for you.
We provide a clear quote before work begins, based on complexity and the forms required (e.g., multiple rentals, active trading, more than one self-employed business, multiple K-1s). If things change along the way (like the need for bookkeeping clean-up or additional forms) we'll update you and get approval. If you start in an individual service and we see that a package would benefit you, we'll explain why and you decide. No pressure.
Using the buttons at the bottom of the page, click Start Your Return to create your portal account, or Book a Call if you’d like to talk first. You can choose any individual service or a package. We'll give you a price quote before any work begins. If you’re unsure which package to choose, start with Essential — you can upgrade later.
Please view our full FAQs page for more details or send us an inquiry through our contact form.
Have More Questions?
